Quickbooks Mac 2014 Review: Major UI Overhaul and a Worthy Upgrade

Posted on November 14, 2013
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Quickbooks Logo 2014 new

What’s new in QuickBooks 2014

QuickBooks 2014 for Mac, the latest financial management software update from Intuit, comes loaded with features both old and new. On the surface, QuickBooks for Mac finally matches its Windows counterpart. More importantly, QuickBooks now looks and feels like it belongs on the Mac. I took the program for a spin and overall, was pretty happy with what I found.

What’s new in QuickBooks 2014

Right away, you’ll notice that the QuickBooks interface has undergone a pretty extensive overhaul. Intuit’s tagline states that this product is “designed for Mac users, by Mac users”; and they’re right. There are a number of subtle and obvious changes that really improve a typical workflow in quickbooks. The

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One of the new features that’s been added to QuickBooks 2014 is the ability to export to QuickBooks Online, a concept that makes it quick and easy to do my taxes offline—such as on the bus or in a coffee shop without Wi-Fi—and then transfer it online as soon as I get home. Two other new features that Intuit’s added are batch invoices being created in alphabetical order and more choices for the option “use current date as default for new transactions.” Having my batch invoices sorted alphabetically, instead of having to manually do it like before, makes it so much quicker to access them, while being able to change the default date setting was something long overdue.

The New Income Tracker is awesome.

What I consider to be the best new feature of QuickBooks 2014 is the Income Tracker, a tool that lets me easily and visibly keep track of everything paid and unpaid. Intuit replaced the old Collection Center with the new Income Tracker, and this new dashboard gives me a true snapshot of my business, and provides the ability to batch-print and email transactions right from a list.

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The income tracker gives you a birds-eye view of your receivables that isn’t available anywhere else in the program. You can click on any of the four colored bars that run across the top of the screen – Estimates, Open Invoices, Overdue and Paid Last 30 Days – to change the data that appears below. The income tracker dashboard is highly flexible and has quickly become an important tool in my workflow.

What’s missing from QuickBooks 2014

However, there are a couple of downsides to the new QuickBooks. These aren’t terribly big issues, especially when compared to all the great features that have been added with QB 2014, but they’re a little buggy and keep the program from being perfect.

Lack of iPhone support

I can appreciate that Intuit is trying to sell their QuickBooks Online platform, but for those of us that would still like to have the software, it would be nice to have an option to sync our data to an iPhone app using Dropbox or iCloud. The ability to process payments on the fly or send someone an invoice from my phone would be a really nice addition to this product suite.

No Automated Credit Card Billing

I’ve just about given up on this one. I’ve been asking for this feature for about 5 years now. For whatever reason, automated reoccurring billing is available on the windows version of QuickBooks but not on the Mac version. Would this really be so hard to implement?

No support for multiple currencies

This isn’t as big of an issue for me anymore, but I can understand why it can be a hassle for certain businesses.

Final Thoughts: QuickBooks 2014 is a Worthy Upgrade

Even though it’s missing a handful of features that I was really hoping for, QuickBooks 2014 for Mac more than makes up for it with its new streamlined UI and dashboard. The upgrade pricing is pretty competitive at $179. Overall, it’s more than a decent upgrade and well worth the investment.

For more information, visit Intuit’s QuickBooks 2014 website.

  • Carol Lynn

    I love how the new income tracker looks!

  • barginmom

    Income Tracker tool, I like the new dashboard feature for easy reference.

  • Ryan

    Looks like some useful new features.

  • jqbecker

    Uhhh, well not having the company name up in the title bar is a big bummer if you manage several companies – you can’t tell which one you are in. You can go back to home page but that is a productivity minus.

  • Ron Armstrong

    Intuit now says there is NO upgrade price – all users must pay full price – so much for loyalty…

  • johnson dell

    Get end-to-end advice and quickbook support to manage

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