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product update

October Product Update

By Meagan Wood

Published on October 19, 20211 min read

Enhanced Receipt Capture

Product: QuickBooks Online Mobile App

The receipt capture functionality in the QuickBooks Online Mobile app helps those on the go to snap receipts with their phone. This helps to substantiate business expenses when it comes to tax time, removes the need to keep paper receipts and saves valuable time.

This feature has been enhanced so when a receipt is captured in the QuickBooks Online Mobile app, the receipt details can be edited if required, important receipt details like GST can be added on the spot, an expense transaction can be created from the actual receipt and the receipt can be matched to an accepted transaction. All designed to make capturing receipts more effective and efficient.

See it in action

Tax Centre Improvements

Product: QuickBooks Online

We’ve made technical improvements to reduce the number of database requests or calls being made when someone accesses the GST and Cash Flow Planning areas in QuickBooks Online which has improved the load performance of these areas. From our internal testing, we’ve seen a 15-20% improvement in load times, meaning you can get through your work faster.

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Updated Client Notes

Product: QuickBooks Online Accountant

The Notes feature in QuickBooks Online Accountant helps advisors to document key client information. This might range from how they have their coffee (so you can offer them one when they come to the office) to work required to be done. Once documented, client Notes are then available for the entire team, or those with access to the client file, to see.

The Notes area has been enhanced to support a thread or ongoing conversation between team members along with improved formatting features such as being able to bold content and apply numbering or bullet points for example.

To access the Notes feature, simply click on the client name in the QuickBooks Online Accountant dashboard, then select Add note.

Client Notes QBOA

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