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.
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.
Receipt management is a new feature that makes entering your expense receipts easier and faster. You can give users access to upload expense receipts to QuickBooks using the mobile app or directly from your computer. Here's how to set up and use receipt management.
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. Here’s how to use and customize form templates.
Data Level Permission
Data level permissions is a new feature in QuickBooks Enterprise 21.0 that gives restricted access for your users and roles created. This makes it so the admin can create users and roles with access permissions at record level for customers and vendors. Here’s how to create data level permissions.
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 vendor group level.
Improved Bank Feeds
Advanced online banking is a new way for you to be able to review your bank transactions, match them to the existing ones in your books or quickly add new ones. Here’s how to get started with advanced bank feeds.