Home » Knowledge Base » Using Quickbooks » Overview » Overview of Version 2004 » Version 2004 Enhancements
Navigation
Knowledge Base
- Knowledge Base
- Using Quickbooks
- Overview
- Computer Issues
- Outgrowing Quickbooks?
- What if Your Hard Drive Crashes?
- Ask the Expert - File Size and Hardware Requirements
- Renaming a File
- Account System Selection
- Performing a Needs Analysis
- Maintenance Releases
- Tracking File Size/Growth (Excel Spreadsheet)
- New File Structure in 2001
- Installation Issues
- Version 2006 Utility Changes
- 2007 Installation
- Opening A File
- Networking Issues
- Save A File
- Features of QuickBooks
- Back-Up
- Forms
- Lists
- Registers
- Navigation Alternatives
- Pull Down Menus
- Multiple Windows
- Key Strokes
- Icon Bar
- Navigator
- Find Feature
- Tracing a Transaction through the System
- QuickFill Enhancement
- Work-Arounds for Limitations
- Different Version Management
- QuickBooks Help Overview
- Help: New Business Checklist
- QuickBooks Learning Center
- Help: Manage My License
- Customizing the Icon Bar
- Version Management
- Overview of Version 2004
- We have Seen Version 2004
- Overview
- Release 5
- Release 6
- Version Detector Isn't Working
- Release 7
- Closing Date Warning
- Sample Using Excel Import Feature
- Version 2004 Cut and Paste Address Enhancement
- Price Levels
- Printable Form 1096
- Fixed Asset List
- Fixed Asset Manager
- Vehicle List
- Entering Vehicle Mileage
- Adjusting Journal Entries
- Cash Flow Projector
- Purchase Order From Estimate
- Outstanding Billable Time Warning
- Packing List Forms
- Email Forms
- Make Deposit Enhancement
- Columns to Display and Limiting Transactions
- Locating Discrepancies
- Undo Last Reconciliation
- Loan Manager
- Version 2004 Enhancements
- Email Reports
- Export Report
- Open Sales Order Report
- Adjust Trial Balance (2004 or later)
- Adjusting Journal Entry Report
- Maintenance Releases
- What's New in Version 2005
- Find Feature
- QuickFill Enhancement
- Help: New Business Checklist
- QuickBooks Learning Center
- Help: Manage My License
- Installation Issues
- Simple Start
- Warning when Posting to Retained Earnings
- Add to Register for Online Banking
- Online Banking Aliases
- Automatically Open Drop Down Lists Enhancement
- Workers Comp Preferences
- Copy Last Paycheck Earnings
- Job Costing and Item Tracking for Payroll Expneses
- Receive Payments: Preferences
- Show All vs. Include Inactive
- Lists: Customize Columns View
- Version 2005 - Customize Column Widths
- Banking Aliases
- Workers Comp Set Up
- Sick & Vacation Calculation Enhancements
- Lists: Payroll Items Enhancements - Overtime Earnings
- Reminders
- To Do's
- Enterprise Solution Password Enhancement
- Retained Earnings Drill Down
- Expanded Item Pull Down
- Apply Credit when Entering
- Prepare an Invoice Letter
- Credit Memo: Create Refund
- 2005 Payroll Tax Service Changes- Enhanced
- Apply to Invoice From Credit Memo
- Calculate Gross from Net
- Comparison Information
- Costs to Complete by Job Detail
- Costs to Complete by Job Summary
- Enhanced Payroll Plus for Accountants
- Job Costs by Job and Vendor Detail
- Job Costs by Job and Vendor Summary
- Job Costs by Vendor and Job Detail
- Job Costs by Vendor and Job Summary
- Paid Time Off
- Payroll Returns: 940EZ
- Prepare Letters with Envelopes
- Rapid Time Entry
- Receive Payments: Find Invoice
- Reports: Workers Comp Detail
- Reports: Workers Comp Listing
- Reports: Workers Comp by Code & Employee
- Reports: Workers Comp by Job Summary
- Shipping: Include UPS
- State Payroll Tax Forms
- Timesheet Overview
- Unapplied Payment Refund
- Version 2005 Payroll Tax Service Changes -Standard
- Versions 2005 Report Navigator
- Voided/Deleted Transactions
- Voided/Deleted Transactions History
- Workers Comp Calculations
- Workers Compensation Summary
- Working Trial Balance
- Write off Over/Under Payment
- What's New in Version 2006
- Portable Company File in Version 2006
- Version 2006 System Requirements
- New File Structure in 2006
- Installation Issues
- Always on Audit Trail
- Closing Date Access Fixed
- Toggle Feature
- Version 2006 Utility Changes
- Simplified Easy Step Interview
- QODBC Driver in Enterprise Solution 6
- Super Navigator in Version 2006
- Customer Center in Version 2006
- Vendor Center in Version 2006
- Employee Center in Version 2006
- 1099/1096 Navigation in Version 2006
- Voiding a Check in Version 2006
- Reconciliation Discrepancies in Version 2006
- Multiple Ship to Addresses
- Multiple Sales Orders Per Invoice
- Bill Form Includes Address with Version 2006
- Easier Payroll Set Up With Version 2006
- Manufacturer's Part Number
- Item Price Rounding and Price Lists
- Update Item Prices
- Current Availability
- Sales Order Fulfillment Worksheet
- Backorder Functionality
- Inventory Assembly Enhancement
- Invoice eMail History
- What's New in Version 2007
- What's New in Version 2008
- Intuit Accounting Products
- Product Overview
- Single User Versus Multi-User
- Premier vs. Enterprise
- Quicken
- Simple Start
- QuickBooks Basic
- QuickBooks Pro
- QuickBooks Premier
- QuickBooks Premier Industry Specific Versions
- Accountant Edition
- Contractor Edition
- Healthcare Edition
- Professional Services Edition
- Retail Edition
- Manufacturing and Wholesale Edition
- Non-Profit Edition
- QuickBooks Enterprise Solution
- QuickBooks Enterprise Solution Industry Specific Versions
- QuickBooks Online Edition
- Macintosh Notes
- Computer Issues
- File Set Up
- Preferences
- Lists
- Managing Lists
- Edit List Entry
- Merge List Entry
- Delete List Entry
- Inactive List Entry
- Show All vs. Include Inactive
- Sorting a List
- Account Numbers not in Order
- Printing a List
- Importing/Exporting
- Sample Using QuickBooks Lists
- Sample Using Microsoft Excel and Budgets
- Sample Using Excel Import Feature
- Beginning Balance Alternatives
- Version 2004 Cut and Paste Address Enhancement
- Lists: Customize Columns View
- Version 2005 - Customize Column Widths
- Charts of Accounts
- Importing a Chart Accounts
- Accounting Numbers
- Chart of Accounts Overview
- Setting Up New Account
- Opening Balance Equity
- Exceptions
- Chart of Accounts Set Up Form
- Special Considerations
- Accounts Receiveable
- New Inventory Parts
- Opening Balances
- Retained Earnings
- Undeposited Funds
- Ask the Expert - Chart of Accounts Balances
- Classes
- Items
- Overview
- Items Overview
- Item Types
- Payment Type Items
- Creating a New Item
- Advanced Job Costing
- Price Levels
- Price Level Alternative
- Inventory Overview
- Transfer of Inventory Beginning Balances to a New File
- Transfer of Inventory Beginning Balances to a New File (Beginning Balance Transfer Utility
- QuickBooks Tips & Tricks - Inventory versus Non-inventory Items
- Inventory Part Items
- Consignment Inventory
- Adjusting Inventory
- QuickBooks Tips & Tricks - Automatic Inventory Adjustments
- Negative Inventory Balances
- QuickBooks Update - Inventory and non-inventory item types
- Changing between inventory and non-inventory item types
- Group vs. Inventory
- Reimbursement Group Printing on Invoice
- Inventory Assembly Item Set up
- Ask the Expert - Manufacturing and QuickBooks
- Sales Tax Code List
- Ask the Expert - Consignment Inventory
- QuickBooks Tips & Tricks - Enterprise Solution List Search Enhancement
- Manufacturer's Part Number
- Item Price Rounding and Price Lists
- Update Item Prices
- Customers and Jobs
- Price Levels
- Customers and Job Overview
- Opening Balance and Related Date
- Address Info Tab
- Customer Type
- Sales Rep List
- Ask the Expert - Sales Rep in QuickBooks for Mac
- Vendor Custom Fields
- Preferred Send Method
- Sales Tax Information
- Banking Aliases
- Payment Info Tab
- Jobs
- Ask the Expert - Scheduling Jobs
- Notes
- Job Info Tab
- Terms List
- Using Billing Rates and Price Levels
- Print or eMail Invoices Overview
- QuickBooks Tips & Tricks - Enterprise Solution List Search Enhancement
- Multiple Ship to Addresses
- Customer Preferred Send Method
- Vendors
- Employees
- Payroll Items
- Other Lists
- Sales Tax Code List
- Banking Aliases
- Templates
- Adding Class Column to Templates
- Other Names List
- Terms List
- Memorized Transactions List
- Memorized Transactions
- Memorized Transactions - Sales Orders versus Estimates
- Ask the Expert - Changing Memorized Transactions
- Fixed Asset List
- Accumulated Depreciation
- Fixed Asset Capitalization Policy
- Fixed Asset Loan
- Fixed Asset Manager
- "Ask the Expert - Fixed Asset Manager and Accountants" "Review Copy"
- Vehicle List
- Entering Vehicle Mileage
- Reminders
- Using Billing Rates and Price Levels
- To Do's
- Workers Compensation Code List
- Item Price Rounding and Price Lists
- Units of Measure
- Managing Lists
- Company
- Company Information
- Passwords
- Passwords
- Password Set Up
- Password Set Up Checklist
- Password Warning
- Lost Password Alternatives
- Account Password Issue
- Using Passwords Effectively
- Enterprise Solution Password Enhancement
- Role List
- Password Protection Set Up Checklist
- Users List
- Converting from QuickBooks Premier to Enterprise Solution 5
- Closing Dates
- Journal Entries
- Planning and Budgeting
- Retained Earnings
- Creating Letters
- Customers and Receivables
- Customers and Accounts Receivable
- Preferences
- Customer: Job List
- Estimates
- Jobs & Estimates
- Memorized Transactions - Sales Orders versus Estimates
- Using Estimate
- Create Estimate
- Ask the Expert - Price Level on Estimates
- Create Invoice from Estimate
- Create a Sales Order from Estimate
- PUrchase Order From Estimate
- Print or eMail Invoices Overview
- Customer Preferred Send Method
- Invoices
- Reimbursement Group Printing on Invoice
- Invoices
- Expanded Item Pull Down
- Time/Cost Button in Pro and Premier (Expense Button in Basic)
- Ask the Expert - Flat Fee Invoice for Unbilled Costs by Job
- QuickBooks Tips & Tricks - Invoicing for Expenses
- Outstanding Billable Time Warning
- Print or eMail Invoices Overview
- Packing List Forms
- Automatically Email Invoices
- Shipping Options
- Ask the Expert - Merging Invoices
- Apply Credit when Entering
- Prepare an Invoice Letter
- Ask the Expert - Invoicing For Time Still Unbilled
- Pending Invoices
- Ask the Expert - Statement Charges versus Invoices
- Linking Transactions
- Ask the Expert - Invoicing for Bookkeeping Services
- Multiple Sales Orders Per Invoice
- Sales Order Fulfillment Worksheet
- Backorder Functionality
- Invoice eMail History
- Customer Preferred Send Method
- Credit Memos
- Receiving Payments and Discounts
- Receiving Payments from Customers
- Undeposited Funds
- Undeposited Funds on Balance Sheet
- Ask the Expert - Quick Assets and Accounts Receivable
- Linking Transactions
- Ask the Expert - "Missing" Sales
- Receiving Overpayments
- Unapplied Payment Refund
- Customer Discounts
- Making Deposits from Customer Payments
- Make Deposit Enhancement
- Version 2004 Deposit Enhancement
- Deposit Data Entry Errors
- Receiving One Check for Multiple Customers
- QuickBooks Merchant Services
- Receive Payments: Find Invoice
- Find Invoice
- Write off Over/Under Payment
- Statements
- Print or eMail Invoices Overview
- Ask the Expert - Statement Charges versus Invoices
- Creating and Printing Statements
- Calculating Finance Charges
- Changing Finance Charge to Service Charge
- First Time Finance Charge Calculations
- Troubleshooting Finance Charge Calculations
- Statement Charges
- Ask the Expert - Statement Charges Aging
- Ask The Expert - Statements in Version 2003
- Ask the Expert - Invoicing for Bookkeeping Services
- Customer Preferred Send Method
- Miscellaneous Transactions
- Memorized Transactions - Sales Orders versus Estimates
- Cash Sales Receipts
- Customer Refund
- Customer Prepayment and Deposits
- Ask the Expert - Retainer Transfer
- QuickBooks Tips & Tricks - Bounced Checks
- Sales Orders
- Ask the Expert - Consignment Inventory
- Consignor Accounting
- Offset A/P Using a Bank Clearing Account
- Offset A/R and A/P Using Journal Entries
- Offset A/R and A/P Using Credit Memo and Credit
- Offset A/R and A/P for Sales Reps
- Shipping: Include UPS
- UPS Shipping Set Up
- FedEx Shipping
- Federal Express Shipping Set Up
- Ask the Expert - Gift Certificates
- Multiple Sales Orders Per Invoice
- Sales Order Fulfillment Worksheet
- Backorder Functionality
- Preparing Letters
- Vendors and Payables
- Purchase Orders
- Bills and Credits
- Paying Bills
- Paying Taxes
- Misc. Transactions
- Online Bill Payments
- QuickBooks Credit Card
- Inventory
- Inventory Overview
- QuickBooks Tips & Tricks - Inventory versus Non-inventory Items
- Inventory Part Items
- Consignment Inventory
- Adjusting Inventory
- QuickBooks Tips & Tricks - Automatic Inventory Adjustments
- Quickbooks Update - Inventory Issue Fixed in Version 2003
- Group vs. Inventory
- Ask the Expert - Inventory Unit of Measure
- Proper Procedures Overview
- Ask the Expert - Freight Clearing Account
- Physical Inventory Counts
- Build Inventory Assemblies
- Purchase of Items
- Sale of Items
- Adjusting Inventory Overview
- Adjusting Quantity/Value on Hand
- Other Methods of Inventory Valuation
- Special Circumstances Overview
- Ask the Expert - Equipment Rental Company
- Software/Publication Inventory Case Study
- Manufacturer's Part Number
- Current Availability
- Sales Order Fulfillment Worksheet
- Inventory Assembly Enhancement
- Units of Measure
- Coming Soon
- Employees and Payroll
- Timesheet Basics
- Payroll Tax Service Options
- Payroll Tax Service Options
- Ask the Expert - Payroll Tax Table
- Do It Yourself Payroll Service (formerly Basic)
- Additional FEIN for One DIY Subscription
- Version 2005 Payroll Tax Service Changes -Standard
- Assisted Payroll Service (formerly Deluxe)
- Direct Deposit
- QuickBooks Update - Payroll Service Name Changes
- Three New Payroll Services
- Complete Payroll From Intuit
- Employee Organizer
- 2005 Payroll Tax Service Changes- Enhanced
- Enhanced Payroll Plus for Accountants
- CA Payroll Tax Preparers
- Payroll Conversion
- Payroll Calculations
- Payroll Tax Liability Payments
- Payroll Tax Forms
- Other Payroll Related Issues
- Payroll - After the Fact
- Outside Payroll Service
- Banking
- Data Entry in Register
- Deposits
- Transfer Funds
- Checks
- Reconciliation
- Bank Reconciliation
- Bank Statement Recommendation
- Computer versus Manual Checks
- Month End Checklist for Bank Reconciliation
- Columns and Transactions to Display
- Old or Unusual Amounts on Reconciliation
- Beginning Bank Balance Difference
- Locating Discrepancies
- Undo Last Reconciliation
- Catch Up Bank Reconciliation
- Previous Reconciliation Reports
- Reconciliation Discrepancy
- Preliminary Deposit Reconciliation Report
- In Process Bank Reconciliation Report
- Reconciliation Discrepancies in Version 2006
- Using Credit Cards
- Cash Basis Entry
- Miscellaneous Transactions
- Year-End Procedures
- Year-End Procedures
- Form 1099
- Edit 1099 Preference
- Who is an Independent Contractor?
- Form 1099s
- Form 1099 Prep Work
- Confirm Payees
- Confirm Tax ID Numbers
- Form 1099 Coding Issues
- 1099 Reports
- Printing the 1099-MISC forms
- Printable Form 1096
- Ask the Expert - Mid Year Conversion for 1099s
- Confirm Business Information for Form 1099
- 1099/1096 Navigation in Version 2006
- Data Transfer
- Client Data Sharing With Accountant
- Accountants' Review Copy
- Transfer of the Live Data File
- Backup and Re-entered Changes
- Comparison Chart for Data Transfer
- Remote Access Overview
- Data Transfer Overview
- Accountant Review Checklist
- Unable to Import Accountant's Changes
- Data Transfer Add-Ons
- Portable Company File in Version 2006
- Accountant's Copy
- Remote Access
- Overview
- Reports
- Report Overview
- Company and Financial
- Sales and Accounts Receivable
- Jobs and Time
- Contractor Specific Reports
- Professional Services Edition
- Purchase and Accounts Payable
- Inventory
- Employee and Payroll
- Banking
- Accountant and Taxes
- Trial Balance
- Gender Ledger
- Journal
- Work Papers
- Consolidation Procedures
- Analytical Review
- Analytical Review Overview
- Exception Reports - Problem Accounts
- Exception Reports - Variance Analysis
- Closing Date Exception Report
- Voided/Deleted Transactions
- Voided/Deleted Transactions History
- Materiality Reports
- Trend Statements
- Trend Statements for Management
- Expert Analysis - Free Versions
- Expert Analysis is Gone?
- Budgets and Forecasts
- Financial Statement Designer
- Troubleshooting
- File Integrity
- Error Messages
- Reconciliation Issues
- Undeposited Funds on Balance Sheet
- Old or Unusual Amounts on Reconciliation
- Beginning Bank Balance Difference
- Subsidiary Reports Don't Agree with the Balance Sheet
- A/R and A/P Reconciliation on Cash Basis Statements
- Opening Balance Equity Not Zero
- Retained Earnings Balance Doesn't Agree with the Prior Year
- Year End Issues
- Add-Ons
- How To Find More Add-Ons
- How Add-On Products Work
- Small Business Productivity
- Point of Sale
- Quicken to QuickBooks
- QuickBooks Transaction Copiers
- Set Up Case Study
- Transfer of Inventory Beginning Balances to a New File (Beginning Balance Transfer Utility
- Ask the Expert - Merging Invoices
- IIF Transaction Creator
- Starting Over (What the Tool Will Do)
- Accountant Solution Using QuickBooks Transaction Copier
- Data Transfer Utility
- Comparison Chart
- Combining Data Files
- Overview
- Initial File set Up for Beginning Balance Transfer Utility
- Using the Beginning Balance Transfer Tool
- Invoice Duplicator
- List Importer
- QuickBooks Software Transaction Copier
- Case Study - QuickBooks Enterprise Solution to QuickBooks for Mac
- Contact Management Add-Ons
- Act! Link Overview
- Intuit Customer Manager
- Intuit Client Manager
- Legrand CRM
- Importing OutlookContact Categories as Legrand Keywords
- Legrand CRM: Our Top 12 Features
- Legrand CRM Set Up
- LegrandCRM Getting Started
- Using Accounting Link to Exchange Data With QuickBooksPro/Premier 2004
- Update from QuickBooks into Legrand: ;address Mapping Issue
- Legrand CRM/ QuickBooks 2005 integration:; How it Works Application Note
- Using Accounting Link to Exchange Data with QuickBooks PRO, Premier & Enterprise 2005
- Legrand CRM: 4 Unique Usability Enhancements
- Legrand CRM: Item Tracking Module and QuickBooks
- Legrand CRM Client Case Study
- Goldmine Plus Accounting
- Salesforce
- Featured Add-On: QTable Grabber
- Legrand CRM and QuickBooks Integration Summary
- Time Tracking
- Time and Billing Reports
- Other Add-Ons
- Document Management
- Accountant Productivity
- Remote Access / Data Transfer
- Expert Analysis
- eCommerce Alternatives
- Business Management
- Hiring a BookKeeper
- Improving Cash Flow
- Data Transfer
- Improving Efficiency
- Internal Controls
- Tips for QuickBooks Professionals
- Choosing an Accountant
- Client Management Issues
- Checklists
- Ask the Expert
- Questions and Answers
- Form 1099 Coding Issues
- Paid Bills STill on Unpaid Bills Report
- Ask the Expert - Tracking Advertising Spent Versus Results
- Printing Checks on Blank Stock
- Ask the Expert - Customer Days to Pay
- Online Store Credits
- Bookkeeper Screaning
- Training New Staff
- Building a Bookkeeping Business
- Reconciling Trust Accounts
- Questions and Answers
- Publications
- 2006 Update Book
- Should You or Your Clients Upgrade?
- Product Overview
- Simple Start
- QuickBooks Premier Industry Specific Versions
- Set Up Case Study
- Maintenance Releases
- Portable Company File in Version 2006
- Version 2006 Stystem Requirements
- New File Structure in 2006
- Installation Issues
- Always on Audit Trail
- Closing Date Access Fixed
- Toggle Feature
- Version 2006 Utility Changes
- Simplified Easy Step Interview
- QODBC Driver in Enterprise Solution 6
- Super Navigator in Version 2006
- Customer Center in Version 2006
- Vendor Center in Version 2006
- Employee Center in Version 2006
- 1099/1096 Navigation in Version 2006
- Voiding a Check in Version 2006
- Reconciliation Discrepancies in Version 2006
- Multiple Ship to Addresses
- Multiple Sales Orders Per Invoice
- Bill Form Includes Address with Version 2006
- Easier Payroll Set Up With Version 2006
- Manufacturer's Part Number
- Item Price Rounding and Price Lists
- Update Item Prices
- Current Availability
- Sales Order Fulfillment Worksheet
- Backorder Functionality
- Inventory Assembly Enhancement
- 2006 Update Book
- Glossary
- Using Quickbooks
- Business Software
- Internet-based QuickBooks from Right Networks - A Proven Provider
- Internet-based QuickBooks from Right Networks - A Superior Solution
- Internet-based QuickBooks from Right Networks - Overview
- Diagnostic Tools
- Taking QuickBooks Reports to the Next Level with XpandedReports
- AuditMyBooks
- BQE. Software Inc
- Fishbowl Inventory
- InsynQ/CPAASP
- Legrand CRM
- Remote Accounting Solutions - Data Transfer Made Easy
- SpringAhead
- QuickBooks Add-ons
Version 2004 Enhancements
Report Enhancements
The ability to share and manipulate reports, especially by using Excel has always been a strength of QuickBooks. This feature has been expanded to include e-mail and other format options in 2004.
When creating a report in version 2004, the first change is that in addition to the print option, there are now two other buttons: E-mail and Export. The former is new, and the later is a change from an Excel button in the older versions.
QBRA-2004: Reports > Company & Financial > Profit & Loss Standard
More information on this topic
Intuit Certifications
McWilliams & Associates is an Intuit Solutions Provider. Learn more.
Get Our Free Newsletter
Copyright © 1992-2012 McWilliams & Associates Inc. Site by rofsky.