What's New in QuickBooks 2015 Pro and Premier?

QuickBooks 2015 Desktop has just been released and there are several new features and improvements to old ones that you will want to take a look at to see if it has something worth upgrading for.
Insights Dashboard – Insights is similar to the old Company Snapshot, which is still available. It's a dashboard view of your financial position with a more up-to-date user interface. You can find it as a tab on the Home Page and configure the view using the gear icon in the upper right-hand corner of the screen. It's customizable – you can add your logo, decide what you want to see and print the details of the entire screen. You can also click on the graphs to see a report with the supporting details.

Time and Expense on the Income Tracker – You can now view Unbilled Hours for Work in Progress by Dollars and sort the on-screen information in the Income Tracker. If you're not familiar with the Income Tracker, that was a new feature in QuickBooks 2014.

Improved Reporting – This is great for those of us who are now having a difficult time with seeing our monitors without magnifiers☺. The on-screen reports have a more modern design with background shading, vertical and horizontal lines, increased line spacing, row alignment and indentation.

Field Search Boxes – Finally! When customizing reports we can now search for the columns we want to add to our reports from the filter list that is now in alphabetical order and searchable, instead of scrolling up and down looking for a needle in a haystack.

Comments on Reports – In QuickBooks 2015, you will be able to add comments to reports, snapshot save them as Commented Reports and email them with the comments attached. The comments are numbered sequentially and will print as a separate page. Please keep in mind that emailing sensitive information is not secure.

Multiple Reports in Single Email – instead of sending one email per report or creating PDF's of multiple reports, storing them in a folder and then emailing them, you can now process and email multiple memorized or commented reports from the multiple reports menu. Again, emailing is not the preferred method of sending sensitive financial information as it is not secure. We recommend using a secure portal for transmitting data.

Manufacturer's Part Numbers – in QuickBooks 2015, we can add the Manufacturer's Part Number to our forms without using up a valuable custom field. This is available on Invoices, Sales Receipts and Sales Orders, but not Credit Memos. Be careful, this is an editable field and can be copied back to your Item List.

Pin Notes – the Notes section of Customers and Vendors has been re-designed and we can now pin important notes to the top of the view screen so that it always shows and is the default note on reports.

Reminders Dashboard – The Reminders now show up as a dashboard with To Do Notes. It's easier to understand and work with than previous versions.

Terminate QB on Workstation – This new feature is dangerous at best. In a multi-user QuickBooks file, the Administrator can now switch to single-user mode without the permission of the other users who may be logged in. It closes even if the other users have unsaved data.
I am recommending that all Admins forget that I told you about this feature.

Invoice for Selected Items on Sales Orders – We can now select which items we want to Invoice from a Sales Order.

Unless you see something in these changes that has been an issue for you, there is no real reason to upgrade. If Intuit stays true to form, the 2012 version of QuickBooks will be sunsetted in May of 2015 at which time those users will be required to update if they wish to continue using online banking, payroll and email features from within the program.

New Business Directions offers QuickBooks consulting, outsourced accounting, business and CFO services to small and mid-sized organizations. If we can help you in anyway, please contact us.



AVH Surgical Associates welcomes Jessica Lorenz-Armstrong, PA-C

BERLIN--AVH Surgical Associates, the specialty physician practice of Androscoggin Valley Hospital, is pleased to welcome Jessica Lorenz-Armstrong, PA-C, to its Orthopaedic and Sports Medicine staff. A New Hampshire native with 12 years of Orthopaedic experience, Ms. Lorenz-Armstrong was most recently employed as a Physician Assistant at The Alpine Clinic in Franconia. She was previously employed by Littleton Orthopaedics.

A graduate of the Massachusetts College of Pharmacy, Ms. Lorenz-Armstrong earned her Masters of Science Degree in Physician Assistant Studies. She is also a 1999 graduate of the University of New England, where she studied Medical Biology.

Her experience includes, but is not limited to:




-General orthopedic care

"We are very pleased to welcome Jessica to AVH Surgical Associates," commented Keith Shute, MD, MMM, Chief Medical Officer, Senior Vice President, Androscoggin Valley Hospital. She complements a strong North Country orthopedic team, joining Drs. Delphine Glorieux-Sullivan, Court Stearns and Tom Rock, as well as Rick Lorenz, Physician Assistant. All of these providers welcome appointments in Berlin. Dr. Rock and Ms. Lorenz-Armstrong also welcome patients at Upper Connecticut Valley Hospital in Colebrook."

In addition to Orthopedics and Sports Medicine, AVH Surgical Associates serves the residents of and visitors to the Androscoggin Valley with a variety of specialties, including Anesthesiology and Pain Management, Audiology, Ear, Nose, Throat/Allergy care, General Surgery, Neurology, Obstetrics/Gynecology, Pulmonology, Sleep Medicine and Urology. For more information or an appointment, please call 752-2300.



Cutline: Scorched Earth Off Road now open

If you are into off road traveling you need to check out 'Scorched Earth Off Road' on the Berlin Gorham Road. Philip Wells and Dana Smith recently purchased property on the Berlin/Gorham Road and celebrated their grand opening. Their business Road specialize in retail and installation of light truck, SUV and jeep off road accessories. They are open Tues., through Sat., 9:30 a.m. to 5:30 p.m., Scorched-Earth-off-road215-6158. (RITA DUBE PHOTO)

Attorney Tyler Ray joins Cooper Cargill Chant


BERLIN--Cooper Cargill Chant recently announced the addition of a new associate to their team, as Bridgton, Maine native Tyler T. Ray returns home to the North Country after a successful business law practice in Providence, Rhode Island. With expertise ranging from corporate law to employment law to protecting intellectual property, Tyler bolsters the considerable range of services provided by the North Conway and Berlin, based law firm.

While in Providence, Tyler was recognized by SuperLawyers as a "Rising Star" and was a recipient of Providence Business News' "Forty under 40" award for career accomplishments and community service.

"We are pleased to have Tyler Ray join the Cooper Cargill Chant team," stated partner Ken Cargill, who leads the firm's business law efforts. "I look forward to working with him on a broad spectrum of commercial matters. Having him on board will allow us to better serve businesses in northern New England while also supporting the intellectual property needs of our clients."

Not only is Tyler's legal expertise a great fit for Cooper Cargill Chant, so is his personal background and interests.

"I love the area, there's no doubt about it," stated Tyler soon after joining the firm. "The concept of 'work where you play' made a lot of sense to me. No longer did my wife and I want to be just visitors on the weekend." Tyler and his wife Anne are avid outdoors enthusiasts who love to bike, hike and ski. Tyler also graduated from Lake Region High School in 1996.

When Tyler learned of the position at Cooper Cargill Chant, he was eager for the move. "It was a unique opportunity to pursue my legal career while also being able to return home to raise my family in a place loaded with history, heritage and culture," he shared.

Tyler looks forward to raising 15-month-old son Nelson near where he grew up and to take part in all the outdoor activities that abound here. He is a backcountry skier and triathlete, recently completing an Ironman competition last year in Lake Placid, N.Y.

Tyler is no stranger to hard work both in the outdoors and in the board room. He has a broad-based corporate practice advising clients in all stages of business helping them to form, grow and sell their business. He comes to Cooper Cargill Chant with five years of private practice experience at a top-tier business firm in Providence. Prior to that, Tyler spent five years as in-house counsel to a multinational corporation based out of the UK and listed on the London Stock Exchange.

In the area of intellectual property, Tyler has substantial trademark law experience prosecuting trademark applications for domestic and international clients. He has crafted legal branding strategies to match clients' business and marketing goals and provides advice in conjunction with business transactions and in-licensing opportunities, including due diligence reviews and portfolio landscape analysis. He believes this expertise is unique for a firm in northern New Hampshire, and predicts businesses will find this service to be a powerful asset to have available locally.

Tyler is a welcome addition to the employment law practice law area joining Charles Greenhalgh, Leslie Leonard and Paul Chant. Tyler's employment law background includes offering preventative counseling to human resource and business professionals addressing contemporary workplace issues such as discrimination, termination, non-compete and wage-and-hour disputes as well as employment agreements. Tyler has also completed over two dozen employee handbooks for clients of all shapes and sizes.

In addition to his professional accomplishments, Tyler has been very much involved in his community, including forming Farm Fresh Rhode Island, a non-profit founded to connect farms to schools and other organizations.

For more information on Tyler Ray and Cooper Cargill Chant, call them at 356-5439 or visit them online at www.coopercargillchant.com or on Facebook at www.facebook.com/coopercargillchant.

Tyler-RayL-R: Tyler Ray and Ken Cargill. (Mallory Parkington Photography)