Here's what's new in QuickBooks Online in November 2023

Autumn is in full swing: The leaves are falling and the turkey is almost on the table. Here are several November updates to QuickBooks Online.

What’s new in November

• Add Custom report builder charts to client management reports in QuickBooks Online Advanced
• More control with additional custom roles in QuickBooks Online Advanced

Add Custom report builder charts to client management reports in QuickBooks Online Advanced

In a nutshell:  Visualizing your data and gathering the business insights you’re looking for just got easier. You can now enrich your management reports by including custom reports and charts from Custom report builder. 

It’s no longer necessary to spend hours manually creating charts from your QuickBooks Online Advanced data and you can skip the added cost of another reporting solution. Save that time and money by creating, editing, and sending management reports with data visualization right in QuickBooks Online.

More control with additional custom roles in QuickBooks Online Advanced

In a nutshell: Now you can delegate with confidence and control access at a more granular level, with custom roles in QuickBooks Online Advanced. As you scale your business, using more custom roles for your team can help ensure the right separation of duties and responsibilities within your workflows. 

Your team can work more efficiently with three new roles for bills and bill pay: Bill clerk, bill payer, and bill approver.

Note: These new roles are also available in QuickBooks Online Plus and QuickBooks Online Essentials for those who subscribe to the Bill Pay Elite plan.

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