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What’s new in QuickBooks Desktop 2021

SOLVEDby QuickBooks2Updated over 1 year ago

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.

Customised Payment Receipts

Create custom templates for forms like invoices, sales receipts, estimates, statements, and purchase orders. You can customise 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.

Here’s how to create customer and supplier groups.

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