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product update

October 2022 Product Update

Business view navigation menu

QuickBooks Online

We’re launching a simplified navigation menu for QuickBooks Online. The new navigation - called Business view - has been designed to help small business users easily find what they need and complete day to day tasks faster. We’re also launching menu customisation; enabling you reorder the menu, hide the features you don’t need and bookmark the pages you use most.

The rollout begins in October, with full availability expected by mid-December.

See the full release notes for Small Business users here, and for Advisors here, or check out the overview video below.

Grow Your Business with QuickBooks

Prep for Taxes firm workflow update 

QuickBooks Online Accountant

Prep for Taxes is a key tool for every Advisors’ tax preparation workflow. Easy access to client documents, the ability to finalise your clients books from a single screen and direct integration with QuickBooks Tax help you finish the year off in a flash.

We’ve made some improvements to Prep for Taxes to help you manage the preparation of your clients books. Now you can see who has prepared and reviewed each account, helping you to gauge where the accounts preparation process is up to—saving you time when changes or further clarification is needed and giving you greater oversight and accountability.

Not using Prep for taxes yet? Find out more or take a look in QuickBooks Online Accountant.

Getting Started Hub

QuickBooks Online

We’ve just launched the Getting Started Hub—a fantastic resource to help new QuickBooks Online users get up to speed and assist advisors in onboarding new clients. The Getting Started Hub contains simplified guides for the key tasks at the beginning of your journey, like setting up a bank feed or migrating your spreadsheet data to QuickBooks. Additional modules cover:

  • Income: including how to set up GST
  • Expenses: including how to snap receipts on the go
  • Payroll: including how to create your first Pay Run
  • Account management: including how to prepare and lodge your BAS

Also featured is the newly updated QuickBooks Online Business User Manual, a handy .PDF with everything you need to know about using QuickBooks Online.

Check out the new Getting Started Hub.

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