January 2021

 

Updated QuickBooks Cash Flow

 

The freshly updated QuickBooks Cash Flow lets you see how your business is doing in real-time including BAS predictions.

 

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Refreshed SPFR

 

QuickBooks Online Accountant

 

New basic templates for SPFR by entity type. Including refreshed notes, statements and updated look and feel.

 

 

Document Manager (Prep for Taxes)

 

QuickBooks Online Accountant

 

Store, modify and view all client documentation in support of generating compliant financial statements for your clients.

 

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December 2020

 

Outstanding GST Column for A/R and A/P Detail Reports

 

You can now see outstanding GST amounts in clients A/R and A/P ageing detail reports.

 

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Export or Send Charts from the Performance Centre

 

QuickBooks Online Accountant

 

Email or export charts from the Performance Centre via PDF.

 

 

Re-order Management Reports

 

QuickBooks Online Accountant

 

Re-order pages within Management Reports, providing desired customisation without leaving QuickBooks.

 

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LodgeiT - Depreciation Schedules added plus e-sign

 

QuickBooks Tax


You now have the ability to add depreciation schedules to tax returns in LodgeiT, with support for SPFRs. Plus, send client e-sign emails directly from your mailbox.

 

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November 2020

 

JobKeeper 2.0 Compliance

 

QuickBooks Payroll powered by KeyPay is JobKeeper compliant. This update ensures that your payroll displays the correct naming conventions required by the ATO.

 

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We’ve also added:

 

 

Custom Payslip Messages

 

Payroll

 

Customise your staff's payslips including the message, information included and more.

 

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Updated Tax Tables

 

Payroll

 

Payroll tax tables were updated and compliant with ATO tax rate updates on 13 Oct 2020.

 

 

 

Multi-vehicle Mileage Tracking

 


You can now track your KMs on more than one vehicle.

 

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September 2020

 

Month-end Review

 

QuickBooks Online Accountant

 

Designed to save you and your team hours on month-end processes. With three clear steps, you can review transactions, reconcile accounts, and review key reports before closing out the month.

 

 

 

We’ve also added:

 

Invoice Auto-reminder Email Templates

 

You now have the option of customising each of your invoice payment reminder messages with different content.

 

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August 2020

 

GST Inclusive Journal Entries

 

You now have the ability to enter GST inclusive journal entries for your clients, saving you from manually calculating and entering the tax exclusive amount.

 

 

We’ve also added:

 

 

Business Performance Centre

 

QuickBooks Online Accountant

 

Advisors can now create customised performance charts and reports on key business KPIs for their clients.

 

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MMC Convert Data Conversion

 

We've partnered with MMC Convert to offer a free data conversion service when you switch from MYOB, Xero or Reckon and sign up to QuickBooks Essentials or Plus.

 

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Timesheet Interpretation Panel

 

Payroll

 

If an employee is paid by awards or pay condition rule sets, you can now see in the pay run further information on exactly how and why specific shifts have calculated a certain way.

 

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Future Pay Rate

 

Payroll

 

Schedule employee earnings to take effect at a future date

 

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JobKeeper STP Updates

 

Payroll


Updated STP reporting to report on JobKeeper 2.0 requirements.

 

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July 2020

 

Business View

 

Business View is an alternative view designed specifically for non-accounting professionals. It makes accounting language easier to understand and reduces complexity in workflows.

 

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June 2020

 

Cashflow Planner

 

Gain insight into your cash flow for the next 90 days. Take action to improve your cash flow, and gaze into the future by playing with different expense and income scenarios — without messing up your actual books.

 

 

We’ve also added:

 

 

Auto Invoice Reminders

 

Schedule gentle reminders to customers for upcoming or overdue invoices. Chasing money can be awkward, but you can personalise the message to feel like something you’d say.

 

 

Mileage Roundtrip

 

Create a roundtrip from an existing trip on QuickBooks Online.

 

 

Enhanced Reporting Customisation

 

QuickBooks Online Accountant

 

Enjoy a range of more flexible reporting options including custom date ranges for P&L, re-order columns in summary reports and save collapsed or expanded reports.

 

Find out more

 

 

MYE File Exporter

 

QuickBooks Online Accountant


Firms using MYOB AE and MYOB AO for tax can quickly and easily transfer their clients' QuickBooks data to their practice system to finalise tax returns.

May 2020

 

Smart Receipt Capture

 

Upload or email receipts to your books in seconds with QuickBooks Online. Simply snap or email your receipts and QuickBooks extracts the info, matches it to a transaction and categorises it for you. No more shoeboxes.

 

 

We’ve also added:

 

 

COA Opening Balance Import

 

Import clients' opening balances (for balance sheet accounts) with the Chart of Accounts import.

 

Journal Entry Import

 

Easily import hundreds of lines of journal entries from an existing spreadsheet.

 

 

Find out more

 

Download Mileage Reports

 

Download your clients’ mileage reports to avoid the back and forth at tax time.

April 2020

 

Accept card payments
with PayPal

 

Send invoices that customers can pay anywhere, anytime, on any device with a 'pay now' button. Benefit from low credit and debit card transaction fees with PayPal, that start at 1.7% + $0.20 per transaction.

 

 

We’ve also added:

 

 

Advanced Special Purpose Financial Reports (SPFR)

 

QuickBooks Tax

 

Enhanced Special Purpose Reports in QuickBooks Tax with the ability to edit pages and see when a client has signed off through e-signature.

 

Find out more

March 2020

 

Send invoices with Gmail

 

Business owners can now send their QuickBooks invoices directly from their Gmail email address.

 

 

We’ve also added:

 

 

Auto Rule Suggestions

 

You'll now be prompted when it looks like you'd benefit from creating a bank rule, to save you from manually categorising every transaction.