At Intuit®, our focus is helping our customers succeed, and one area we are constantly improving is our software. In February, we’ve made a number of enhancements to QuickBooks® Online (QBO). To review our last set of updates, click here.
The New Find-a-ProAdvisor Marketplace
We’ve completely redesigned our popular Find-a-ProAdvisor marketplace to help you find help in your local area. Over the past year, we listened to the insights from small business owners to create an easier and more informative way – through an enhanced search – to find a QuickBooks expert that is a good fit with your business.
Copy and Blind Copy for QBO messages
Sharing estimates, receipts and credit memos is a key function for any sales organization. QBO is making it easier to keep you and your staff in the loop with expanded carbon copy/blind carbon copy (CC/BCC) capabilities.
QBO previously offered CC/BCC only for invoices. Now, we have extended that capability to estimates, sales receipts, credit memos and refund receipts, enabling you to quickly and easily share key information with sales reps, account managers, accountants or others.
There are two simple ways to access this expanded CC/BCC feature:
- On the page where users create receipts and memos, you can click on a “CC/BCC” link under the email field, and then input additional email addresses.
- On the sales transaction list, you can click “send” to bring up the send email model with CC/BCC functionality.