Learn what’s new in QuickBooks Desktop 2021.
QuickBooks Desktop 2021 brings both new and improved features to help you get paid faster, while making the data your employees see more effective for their role in your company.
Here’s what’s included in the QuickBooks Desktop 2021 release and how you can use them to benefit your business.
Automated Statements
You can use payment reminders to schedule statements for your customers or let them know when they have invoices they still need to pay you for. Here’s how to create automated payment reminders for statements and invoices.
Customized Payment Receipts
Create custom templates for forms like invoices, sales receipts, estimates, statements, and purchase orders. You can customize these templates to control how they look and what information to include.
Create Customer Groups
Creating customer groups allows you to find all customers that match certain criteria for things like location, customer type, or the customer’s status. Then you can create automated statements, send payment reminders, or create mailing lists for specific groups of customers.
In QuickBooks Desktop Enterprise, you can use them to define permissions and access at customer and supplier group level.