QuickBooks Online Accountant Release Notes
January 24, 2019
Calendar view in Practice Management
Click on the calendar icon in the Work tab of QuickBooks Online Accountant to view your projects and tasks in a calendar view. Click any day to view tasks and owners for that day.
January 18, 2019
QuickBooks Online desktop app – View multiple accounts
Open multiple accounts in multiple windows, all at once. Have practice management open on one screen while you’re working on a client file in another. All from the QuickBooks Online desktop app.
December 14, 2018
Reimagined ProAdvisor Program
All new tiers and services based on a new points system. Redesigned product experience which includes a refreshed ProAdvisor tab and new nudges, notifications, and celebrations.
November 16, 2018
Increased user and client capacity in QuickBooks Online Accountant
A single account now supports 1,000 clients and 100 users.
November 14, 2018
Import bills and invoices from .csv
QuickBooks Online can now import bills and invoice data from uploaded csv files. Go to Settings -> Tools -> Import Data or the new ‘Import’ dropdown button on the Invoice and Expense pages.
October 25, 2018
Upload up to ten logos to QuickBooks Online and add to invoices. Save templates with unique logos.
October 24, 2018
Quickly see an overview of client books including QuickBooks setup information, banking activity, and areas requiring attention. Easily identify cleanup and accounting work required to better price services.
Access Client Overview using QuickBooks Online Accountant to see the new Overview tab in the upper left navigation of your client’s account.
October 1, 2018
Downgrade QuickBooks Online subscription
QuickBooks Online users can downgrade their subscription from Plus to Essentials from the account page. Accountants can direct their clients to this link: http://qbo.intuit.com/app/changeplan
September 26, 2018
New ProAdvisor training pages
Training and benefits split into separate pages in the ProAdvisor tab of QuickBooks Online Accountant. View and sign-up for training directly within the ProAdvisor tab.
September 24, 2018
Pro Tax T2 in QuickBooks Online Accountant
File common T2 returns directly from QuickBooks. File faster online with books-to-tax all in one place.
– Mac or PC
– Built-in auditor and e-file
– Encrypted with daily backups
– Calculations powered by ProFile
September 14, 2018
Email notifications in QBOA Work
Get updates on projects and tasks by email from Work in QuickBooks Online Accountant. Set preferences for when you want to receive notifications.
Redesigned Manage Tax rates
Easier maintenance of tax rates and settings. Click on ‘manage tax’ to see all rates and settings in one place.
August 29, 2018
Templates in QBOA Work
Now you can create projects with templates to save time and ensure consistency across your team. Choose from one of our Quickstart templates or create your own.
August 9, 2018
Progress Invoicing in QuickBooks Online Plus
Create invoices of custom, partial amounts for any project estimate, split invoice amounts, and track what has been paid and outstanding.
June 20, 2018
New client apps interface
See a high-level overview of all the apps connected to client accounts and quickly take necessary actions such as activating or disconnecting apps.
May 18, 2018
Slack integration with QBOA Work
Get Slack notifications of project updates from Work in QBOA. Slack sends notifications to client-specific channels when the following events occur:
– Project or task assigned to user
– Project or task due date, assignee, or status is changed
May 15, 2018
Practice management projects for firms
Add projects and tasks for the firm instead of a client. Perfect for internal tasks assigned to team members.
May 2, 2018
Journal entries reflected in the sales tax centre
Journal entries to sales tax accounts publish in the sales tax centre and match the Trial Balance.
April 26, 2018
Hide inactive team members
Only show active team members by un-checking the ‘include inactive’ option in the gear-icon menu.
March 19, 2018
QuickBooks Advanced Payroll available in French
Run powerful payroll workflows in QuickBooks Advanced Payroll powered by Wagepoint. Now available in French.
March 8, 2018
Add non-QBO clients
Create projects and client requests in the Work tab for QBO and non-QBO clients. Choose the new “No subscription right now” option in the Add client window.
February 22, 2018
Sales tax codes by customer
Set the tax rate by customer, overriding the product/service tax rate. This does not affect previous transactions. New column on the Customers screen: “Sales Tax”.
January 5, 2018
Sales Tax in QuickBooks Self Employed
Account for sales tax in each invoice and transaction. Understand what clients owe or are owed each quarter.
December 20, 2017
New reports in QBO EasyStart
Trial Balance and General Ledger Reports are now available for all QuickBooks Online EasyStart subscriptions.
December 13, 2017
Faster QBO Desktop App
The QuickBooks Online desktop application has been revamped for a faster, smoother experience.
Download the desktop app >
November 13, 2017
Make tax rates inactive
Use the ‘Edit Rates’ button to toggle tax rates as ‘active’ or ‘inactive’, removing the it from the tax rate drop-down menu. An inactive rate does not affect any previous transactions that used that tax rate.
More recurring project intervals
Set projects to recur in bi-weekly and quarterly intervals.
October 24, 2017
When working in multiple open windows, reports will automatically refresh to reflect changes made in other QuickBooks Online pages.
Improved Home Currency Adjustments
Redesigned and improved for more accurate home currency adjustments.
Learn more >
October 18, 2017
Clients can organize work by project, with all components in one place. Track expenses and income by project to understand profitability.
Learn more >
October 6, 2017
Recurring Projects in Work
Set projects to repeat at set intervals using the “repeat” toggle in the Work tab of QBOA. QuickBooks will copy the project and sub tasks for each recurrence.
Learn more >
September 20, 2017
Add apps for clients
Use the new Apps tab in your QBOA account to find and add apps for your clients or firm.
September 12, 2017
Sales Tax Unfiling
Roll back sales tax transactions with ease.
Learn more >
Financial Statement Ordering
Financial statements have been placed in order according to IFRS standards. Note – this change will be rolled out to QBO customers over the next couple months.
August 3, 2017
Improved Edit Client page
Updated with a cleaner and more intuitive interface on one page.
July 20, 2017
Invoice with Google Calendar
Spend less time creating invoices and get paid sooner by automatically copying data from Google Calendar
July 6, 2017
Partial Purchase Orders
Keep track of their backordered items linking only a portion of a purchase order to an expense/bill/cheque, and add multiple expenses/bills/checks to one purchase order. Also use the new Open Purchase Orders Detail report to better monitor their open purchase, and see partially received quantities / amounts.
Client Notes update
See note author, date/time stamp, historical notes, and pin important notes to the top.
Learn more >
Team member access change notifications
Team members receive an email when their client permissions are changed
Duplicate Tasks improved
If you update the duplicated project due date, associated duplicate tasks update automatically.
May 25, 2017
Create duplicate tasks in the “Work” section of QuickBooks
Improved employee time tracking
Added filters to Invoice Tracker
May 15, 2017
Run your practice from QuickBooks Online Accountant. Click on the Work tab to create projects and tasks, communicate directly with your QuickBooks Online clients, and share files all in one place.