April 15 to April 21 is Money Smart Week. Consider this a well-timed occasion to look into any specific skills you and your team could fine-tune. For example, you could learn more about small business insurance, or discover what contactless payments are and why you need them. As always, be sure to check out this month’s updates below.
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Modernized reporting in QuickBooks
In a nutshell: The reporting experience in QuickBooks Online now has a fully modernized look and feel. The previous experience will sunset on May 22.
The updated reporting experience was built to help your business process much larger volumes of data, and rapidly deploy new analytical features to scale more efficiently. The new experience also provides more advanced and actionable insights, such as dashboard KPIs, that help you make better-informed decisions and enable the platform to scale with you.
When the previous experience sunsets on May 22, all your saved custom reports will automatically migrate to the updated reporting experience. Your reporting data, applied filters, and customizations will remain the same.
Reporting updates
- Advanced customization and visuals: Users can add almost any attribute as a column, use new grouping and pivot functionalities, and display data in visual chart formats. New visual formatting options include banded rows, color-coded columns, and gridline settings.
- Optimized layout and navigation: The redesigned interface includes a space-saving top panel for frequently used tools, as well as detailed filters in a right-hand panel. Customers can use page-level scrolling for maximum data visibility and search using Ctrl + F.
- Smarter workflows and GAAP alignment: The new reporting experience retains all previous functionality, and now includes seamless drill-downs that remember your custom settings and automatically refresh reports with new transactions. Reports also honor Generally Accepted Accounting Principles (GAAP)-aligned accounting orders and hide unused zero-balance rows for a cleaner view.
Note: You may have seen the option to Switch to classic view, but as of May 22, this option will no longer be available. Between April 1 and May 22, those using the old experience may notice they can’t save new custom reports., However, any customizations applied in these reports can be saved in the new reporting view.
Get key details about the new reporting experience.
Secure your bookings and get paid faster with invoice deposits
In a nutshell: Get paid upfront by collecting deposits right from the invoice.
Do you have an event or appointment-based business? Do you have high upfront costs? Taking payments upfront can improve your cash flow and help avoid cancellations. If you run an event-based business such as wedding photography or party planning, last-minute cancellations can be tough. When a customer doesn't show, you lose valuable time and money.
Get paid the moment you create an invoice with invoice deposits in QuickBooks. You can enter a customer’s card or ACH details, and charge the deposit right away. Secure your cash flow, lock in client commitment, and stop leaving money on the table.
Learn how to take a deposit when creating an invoice in QuickBooks.
Important product and disclaimer information
Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services. For more information about Intuit Payments' money transmission licenses, please visit https://www.intuit.com/legal/licenses/payment-licenses/.
**Product Information
QuickBooks Payments: QuickBooks Payments account subject to eligibility criteria, credit, and application approval. Subscription to QuickBooks Online required. Not available in US territories or outside the US.
Make it easy for customers to pay multiple invoices quickly
In a nutshell: Your customers can now pay several invoices at once.
If you have customers with more than one unpaid invoice, paying multiple invoices just got easier.
Now, QuickBooks Payments lets your customer pay multiple invoices at the checkout page. They can choose which invoices to pay and handle everything at once; there’s no need for your customers to find and pay each invoice separately. When your customer goes to pay an invoice online, they’ll see their unpaid invoices, specifically those already sent or past their invoice date, and can select any or all to pay in one go.
By selecting multiple invoices at checkout, your customers save time while your books update and reconcile automatically. It’s a faster way to get paid and a more streamlined experience for everyone involved.
Multiple invoices can be paid in QuickBooks.
Important product and disclaimer information
Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services. For more information about Intuit Payments' money transmission licenses, please visit https://www.intuit.com/legal/licenses/payment-licenses/.
**Product Information
QuickBooks Payments: QuickBooks Payments account subject to eligibility criteria, credit, and application approval. Subscription to QuickBooks Online required. Not available in US territories or outside the US.
End-to-end garnishment tracking
In a nutshell: QuickBooks Online Payroll customers can go to Garnishments in the Payroll tax center to set up, track, and record employees’ garnishment payments in one place.
QuickBooks Online Payroll now has a streamlined, end-to-end garnishment workflow to help clients stay compliant with control, efficiency, and peace of mind.
While setting up garnishments, your clients can associate each one with the agency expecting it, so your client’s team can track the accrued amounts.
Tracking also goes beyond payroll; clients can keep an eye on total garnishment payments due for each employee as well as the agency they’re payable to.
Important product and disclaimer information
Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services. For more information about Intuit Payments' money transmission licenses, please visit https://www.intuit.com/legal/licenses/payment-licenses/.
Intuit Enterprise Suite webinars for mid-market clients
In a nutshell: Intuit’s online webinars offer valuable knowledge to help drive your business forward, with topics ranging from in-depth product education to big-picture industry trends.
You’re invited to attend our next webinar for mid-market business leaders, From notebook to AI: The Humble House story, on Tuesday, April 21 at 11 AM PT. Learn how Humble House Foods moved from the most basic of accounting systems to a complete transformation in 2025 with Intuit Enterprise Suite.
At our on-demand webinar hub, you can see the latest innovations in Intuit Enterprise Suite in action, including multi-entity capabilities, enhanced business intelligence, and next-gen AI. Explore the library of webinars to get familiar with the innovative functionality that delivers high-impact insights and drives strategic growth with enterprise-grade efficiency.
Don't miss our next webinar, From notebook to AI: The Humble House story.
Larger batch payment maximum in QuickBooks Bill Pay Premium and Elite
In a nutshell: Starting March 9, Bill Pay Premium and Bill Pay could make up to 50 payments in one batch, rather than the previous batch maximum of 20 payments.
Those using Bill Pay Premium and Bill Pay Elite can now go to Bills and select Unpaid in order to:
- Set up more payments in less time.
- Process up to 50 bills at once.
- Customize the type and speed for each payment.
Pay multiple bills at once in QuickBooks Bill Pay.
Important product and disclaimer information
Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services. For more information about Intuit Payments' money transmission licenses, please visit https://www.intuit.com/legal/licenses/payment-licenses/.
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