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QuickBooks Online update: August/September 2016

By Lauretta Finis

2 min read

We look at the new updates that allow us to Cc or Bcc when emailing invoices, PO default messages, new reports and management of recurring transactions.

Cc/Bcc for invoice emails

This update allows you to email invoices as a carbon copy (Cc) or blind carbon copy (Bcc) to your clients.
Go to the Invoice screen. Under the email address field you will see a drop-down window where you can enter email addresses as Cc or Bcc. Add multiple email addresses by separating them with a comma.

Default email addresses can be set and are available on every invoice that is created. These can be entered from: Gear Icon > Settings > Company Settings > Sales > Messages.

Note: When you input an invoice into an email, and enter a default email address in the Cc or Bcc field, the rest of the default email address will also appear.


Editable PO default message

You now have the ability to edit the default message on the Purchase Order form. This can be done via: Gear Icon > Company Settings > Expenses > Default Message on Purchase Orders.

Complete the field with the required default message that you want to go out with all Purchase Orders.

This default message can be seen on the PO form under the Item details.

If required, you can add additional comments in this field.

Reports update

The new-look Redesigned Reports are easy to customise, and are found under the Library Headings.

Once in the Reports section, click on All Reports, which will bring up a Library of separate Report headings.

Choose business overview

There are 7 new reports: Profit and Loss Comparison, Profit and Loss by Month, Profit and Loss % of Total Income, Quarterly Profit and Loss Summary, Profit and Loss YTD Comparison, Profit and Loss by Customer, and Balance Sheet Detail.

Note: Balance Sheet Detail reports can be customised to suit your requirements. Click on the arrow Rows/Columns, Filter, Header/Footer for more options.

If your file still runs with the old-style reports, it is very easy to switch to the new Redesigned Reports by following this step-by-step guide of how to get the most out of the New QuickBooks Online Reports.

Recurring transaction management

With the latest release, you now have more control over the management of the recurring transactions.

Under the Action button, you now have the ability to Duplicate, Pause and Skip Next Date.


Duplicate: You can dupicate the recurring transaction.

Pause:
You can pause the recurring transaction. To unpause, go to Next Date Paused, and under the Action button for this recurring transaction you will find the Resume button.

Skip Next Date: You can skip the next occurrence.

To read more articles related to product updates, visit here.

Information may be abridged and therefore incomplete. This document/information does not constitute, and should not be considered a substitute for, legal or financial advice. Each financial situation is different, the advice provided is intended to be general. Please contact your financial or legal advisors for information specific to your situation.

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