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QuickBooks 2009: Is it worth the upgrade?

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Posted: December 11, 2008
QuickBooks 2009: Is it worth the upgrade?
Arlington, TX - November 19, 2008 – The NEW QuickBooks Pro 2009 accounting software has
very few new features to benefit a professional practice.

QuickBooks 2006 or older
If you are using QuickBooks 2006 or an earlier version, now is the time to upgrade, according to
Susan Gunn, the recognized expert on using QuickBooks in a practice. If you are using Windows
2000, you will not be able to upgrade to QuickBooks 2009. QuickBooks 2009 will work on
Windows XP and Vista operating systems.

Account Reconciliation Changes
The Reconciliation window now offers the user to sort transactions by date, payee name, check
number, or amount. Now if you enter anything in the check number field, such as ATM,
WTHDRW, etc., you can sort the reconciliation window by date, so transactions will be listed
chronologically. Gunn still recommends you leave this field blank or with a check number, as
this is the way you will continue to see your bank statements.

Company Snapshot
NEW to QuickBooks 2009, the Company Snapshot provides a quick glance overview of the
various aspects of QuickBooks. View the Income & Expenses via graph, as well as asset,
liability and equity account balances.

Online Banking
The biggest disappointment to QuickBooks 2009 is the online banking window. Instead of
simplifying the process, Intuit jumped back to a cumbersome means of downloading
transactions into QuickBooks. As of this writing, it is Intuit’s plan to release a major overhaul
of this area via updating. It is extremely important to update your QuickBooks file via internet.

New Payroll Users
If you are a new QuickBooks payroll user, the task of adding Year To Date payroll information
has been simplified. Now in a spreadsheet format, the information is entered by employee, by
check, by quarter, tabbing across the columns.

QuickBooks In Your Practice
In a recent email newsletter, Susan Gunn stated, “Because of the downward spiral of our
economy, I've never felt such an urgency for practices to use QuickBooks. We are in for some
rough financial times. How can a practice make wise decisions if they do not know what their
current expenses? Now is the time.”

The NEW 2009 Getting The Most Out Of QuickBooks In Your Practice book has been updated to
include information regarding all of the new features, plus more, and are now available online
for purchase. For additional information, visit http://www.susangunnsolutions.com.

About Susan Gunn Solutions LLC:
Solely owned by Susan Gunn and founded in 1997, Susan Gunn Solutions is a practice consulting
company focusing on organizing practice’s business procedures, utilizing a variety of computer
software, including QuickBooks.
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