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QuickBooks Online Update March, 2015

by Jake Martin

2 min read

 

We’ve released plenty of updates this month to QuickBooks Online, thanks to lots of great feedback from our customers.

We’re working hard on continuing to deliver more as the end of financial year approaches, so stay in touch with the team on Twitter, Facebook, LinkedIn, or subscribe to our YouTube channel for more updates.

Here are some of the highlights:

In product QuickBooks Online survey: If you’ve recently logged in to QuickBooks Online, you may have noticed a new product survey. We are keen to hear real-time feedback from our customers so please take a moment to tell us what you think.

One

Continued improvements to show related details on the Customers page: Click to view open estimates, unbilled activity and open invoices to quickly view customer information and view customer transactions easily.

Two

Three

Four

Show/hide deposits in customer detail view. Based on your feedback, we made two changes. First, the default view won’t show deposits. Second, if you want to show deposits, click Filter and choose All plus deposits. To get there go to Customers > click a customer in the list and select the filter button.

Show hide

Hide sensitive data from limited access users on Customers and Suppliers pages. If you share your QuickBooks file with users that have “Customers and Sales” and/or “Suppliers & Purchases” access only, they’ll only see summary counts on the Customers and Vendors page money bars, not dollar amounts. This matches the behaviour on the home page money bar.

Next

Next2

Matched bank transactions now includes the ability to match fees that are included in a transaction and automatically allocate the fee transaction to expenses. In the example below there is an invoice for $300 for Susan Green. Full payment of $300 is made but $5 in fees are taken out and the bank shows a deposit of $295. When you click Save, a payment for $300 is entered and an expense for $5 is entered for this customer.

Matched

QuickBooks Labs is our high-tech playground. Here you can be the first to try our best QuickBooks experimental plug-ins. Check back often to see what’s new. We’ve also recently made a few new additions to QuickBooks Labs:

  • PayByCoin is available as a free add-on to small businesses who use QuickBooks Online to generate electronic payable invoices. Your customers can simply click the Pay Now button on your invoice to pay by Bitcoin.
  • Company Templates for Accountants Save time when setting up new companies with Templates. Now you can use the settings from an existing company in a new company by creating a template. Just apply the template the next time you create a new company. Templates store these basic components: the Chart of Accounts, Products and Services, and Company Settings.
  • To access QuickBooks Labs navigate to the gear icon and you will find it under Settings

Labs

Payroll Enhancements

The team at KeyPay continue to deliver more timesaving features to Payroll. One of the most recent changes is a redesign of the employee wizard to help get the employee to the “ready to pay” stage as soon as possible. The previous wizard was 7 steps which is now down to 4 steps and a reduction from 64 pieces of data pared down to 27. For more information, please check out this link.

Report an issue or suggestion

We love hearing from our customers and actively monitor and review the feedback we receive. If you want to leave feedback, you can do so by clicking the Gear icon in QuickBooks Online, and then click Feedback. This is the best way to get your ideas recorded and worked on! Learn more

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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