Stay updated on new features and enhancements in QuickBooks Online! Here are the changes, improvements, and fixes we made this year.
Banking and Reconcile
We’ve made adding bank and credit card transactions, connecting your accounts online, and reconciling transactions easier than ever!
Enhancements to banking functionalities
- You can now match transactions that are up to 5% larger than the deposit amount from your bank and create more than one transaction to resolve match difference.
- When splitting an expense transaction, you can mark it billable to more than one customer.
- Don't like QuickBooks automatically matching transactions for you? You can now turn off Auto-recall for Bank Feed transactions.
Match split pay cheques from Payroll
If you’re using payroll, a split direct deposit for your employee will now show as separate transactions in the register and the downloaded banking transactions allowing both transactions to match directly.
Connect bank accounts through Chart of Accounts
Cleared Date Intelligence when reconciling connected accounts
Hide empty payments table on Bank Deposit
Customers and jobs
To give you a better "Manage Users" experience, we are launching changes to the way users and permissions are set up in QuickBooks Online.
Email and templates
Sending invoices and other forms within QuickBooks Online gets more exciting with redesigned templates and additional features to ensure your email is delivered on time!
Redesigned Invoice Email
The updated invoice email highlights the business brand, lets you have easier and quicker access to invoice details and provides a more mobile responsive view of the invoice. To learn more, see Redesigned Invoice Email.
Company email address validation
When company email addresses are blank or in a format not recognized as a valid email address, emailed sales forms (invoices and sales receipts) will not be delivered to customers. In the past, customers wouldn’t be notified that the emails were not sent. Recently, customers are alerted in three ways:
- Missing company email. Add company email in settings
- Unable to send email. Please update company email in settings
- Delivery error. Please update company email in settings
Import and Export
We continue to improve the import/export experience so you can move data from, to, or within QuickBooks Online without a sweat!
New access point for importing CSV bank transactions
We've added bank transactions in the Import Data window making it easier for you to find the option to import transactions downloaded from your bank in CSV format. Just select the Gear then Import Data and choose Bank Data.
You can now import subaccounts without going through the hassle of importing them as parents and adjusting them in QuickBooks Online. Using a colon when you import accounts with sub should do the trick! See Import a chart of accounts for details.
You can quickly find and manage your reports through the redesigned Reports Dashboard. You can also get more insights about your business with improved and additional new reports.
New Reports dashboard
The new Reports dashboard (landing page), which helps you find the reports you need faster, is now available outside Labs. Access it by selecting Reports from the left menu.
Updated filter for Supplier Summary report
Previously, income transactions without a specified customer show up in the Not Specified line of the Expenses by Supplier Summary report. To correct this, we’ve fixed the Supplier filter so it now defaults to All and only expenses transactions without an associated supplier will show up in the Not specified section of the report.
Group by Customer type on Sales by Customer Detail report
We now have additional filter for Customer Detail report to help you determine how each customer type performs.
Users and Roles
To give you a better "Manage Users" experience, we are launching changes to the way users and permissions are set up in QuickBooks Online.Custom user with access to All areas except PayrollPreviously, All Access Rights users can automatically see payroll information and perform payroll-related tasks. With this update, you can now set up an All access rights user with or without Payroll permission. Simply check or uncheck the Payroll access box. See User management - Add, delete, or change a user's access to learn more about users and roles in QuickBooks Online.
We continue to improve the overall look and feel of QuickBooks Online for easier navigation and effortless completion of your day-to-day bookkeeping tasks.
Quick access to Audit TrailAdmin and Accountant users in all QuickBooks Online versions can now easily find deleted/voided transactions with the "View deleted/voided transactions" link in the Filter section of the All Sales list. Selecting the link directs users to the Audit Trail report with the correct filters (Voided/Deleted transactions) already set so you can quickly find the transactions you need.
Void, Delete, and Copy option for all Sales and Expense transactionsAction column for All Sales and All Expense Lists now includes options to Void, Delete, or Copy. This will help save time as you no longer need to open the invoice, bill and other related transactions then select More to perform these functionalities.
Add an account when creating new items
When creating new items, you now have the "Add new" option at the top of the account list drop-down. This allows you to create a new account without leaving the Product/Service information page.
Better tabbing in browser
Using the keyboard to navigate QuickBooks Online? Then this is great news for you! With improved visibility and flow of tabbing in browsers, you can now easily move between fields on transactions using the Tab key.
Consistent Import and Export formats for Customers and Suppliers list
We've made the data and formatting consistent for import and export list functionalities. This enhancement makes exporting and then importing customer and supplier lists easier and error-free.
Fixed column headers
We're updating various screens to have fixed/frozen headers so you can scroll down a long list and still see what the data is within the columns. Some examples are your Chart of Accounts, Banking screen as well as the Sales and Expense Transactions list.
Enhanced ability to resize columns on invoices
The target icon is larger and aligned correctly on the column border so you can easily grab a column on your invoice to resize it.
Better ghost text in activities box on invoices
Not sure what the Activities box is for? Improved ghost/description text gives you a better idea about the Activities box so you can quickly decide on the type of information you can enter in it.