QuickBooks Product Update: April 2015

By Jake Martin

5 min read

Here we are again: it’s time for us to share the latest improvements to QuickBooks Online.

We know how important it is for you to understand when things change within QuickBooks, and how those changes can support your business and help you save even more time. We’ll be bringing you these updates at regular intervals so remember to check back in each every month or so to see what’s new.

Here’s what’s new from April 2015. This month’s major update is a revision of the Pay Bills screen to help you work more efficiently. We’ve made it much easier to generate and share bill remittance advice, and included a number of other enhancements…

What’s new?

The latest updates and new features

  • A new Pay bills screen
  • Remittance advices are now easier to generate and share
  • Changes to Custom Sales Forms

Your opinion is important to us.

Here are some specific new features that resulted from your feedback.

  • Delete excluded transactions from online banking
  • Disable Custom VAT codes

What’s new?

New Pay Bills screen

We’ve updated the Pay Bills screen in QuickBooks Online to provide an easier and more efficient way to manage and record payments across multiple bills and vendors.

Whether you’re looking to manage bills from a single selected vendor, process everything that’s overdue, or simply change the way you sort and view bills, the new design provides greater flexibility that allows you to work in the way that suits the needs of your business.

Stream-lined operation minimises switching between different QuickBooks screens and individual bills while you’re working, helping you to save time and reduce effort.

So, what’s new in Pay Bills?

  • View, manage, and record payment on all bills in one place
  • Easily apply credits to specific bills
  • Greater control through quick filtering and sorting
  • Multi-currency support
  • Simplified operation
  • Remittance advice improvements

The new Pay Bills screen provides a single versatile view of your open bills.

Global Create (+ sign) > Pay Bills

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It’s now possible to apply credits to individual bills without leaving the Pay Bills screen. If your available credit is more than the total for a selected bill, the remainder can be assigned to other bills as required. QuickBooks will even display a reminder showing how much credit is still unassigned for each vendor. Unfortunately, remittance advice won’t include the credits you’ve applied yet, but we’re working on it.

Global Create (+ sign) > Pay Bills > Enter credits

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Advanced filtering is now supported via fields including Date, Payee and Location, to help you work in the way you prefer.

Global Create (+ sign) > Pay Bills > Filter > Select or define the filter you need

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QuickBooks now even supports multi-currency payments directly from within the Pay Bills screen – alternative currencies can be selected if you have this feature enabled in the Currency Centre. The currency selection acts as a filter, so only bills in the selected currency will be shown. Note that when paying a bill in a foreign currency, the Payment Account must be in Home Currency or match the currency of the transaction.

Global Create (+ sign) > Pay Bills > Currency > Select the currency you need

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Remittance advice

Remittance advices haven’t been as easy to generate and send as we’d like, so we’ve made some improvements as part of our enhancements to Pay Bills.

If you want to send an electronic remittance advice for a single, specific payment, your supplier’s e-mail address will automatically be populated using the data from the relevant Supplier record – no more copying and pasting between screens. You’ll also get the chance to preview the remittance advice document and adjust the e-mail content before sending.

Groups of remittance advices can’t be handled this way yet, but it is possible to batch print multiple PDF files which can then be sent to the relevant supplier either as e-mail attachments or hard copies. Note that a remittance advice form won’t include any credits that you’ve applied to a payment, but we’re working to improve this.

 

E-mail single remittance advice: Global Create (+ sign) > Pay Bills > Select a bill (tick box) > Save and Send

Print/PDF multiple remittance advices: Global Create (+ sign) > Pay Bills > Select bills (tick boxes) > Save and Print

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Changes to Custom Sales Forms

Until recently we couldn’t offer the latest range of form customisations (for documents like invoices) to all QuickBooks Online users.

Over the past few weeks, we’ve been making sure that everyone can access the full range of features so that they can control how their company is presented. If you received an e-mail to let you know you’re one of those people, the change has already been made. If you’d like some additional help with the new features you can check out this short video.

We’re working to improve the customisation features even further, so watch this space over the coming months…

Company Cog > Custom Form Styles > Action column > Edit

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Your opinion is important to us

Customer feedback helps us decide what features to add to QuickBooks Online. Here are some more new features that resulted from the things you told us.

Online banking: Delete excluded transactions

Connecting QuickBooks to your online bank account is a great way to save time and keep your accounts up to date, but if you have many different transactions each day it can be important to stay on top of things. It’s now possible to delete excluded transactions from the Banking screen permanently, helping to keep things relevant and manageable.

Remember that the delete action cannot be undone, so take care!

If you want to know more about the Online Banking functions in QuickBooks, we have a range of video tutorials available online. Check out this one as a starting point.

Transactions > Banking > Excluded > Select transactions > Batch actions > Delete

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Disable Custom VAT codes

You asked us for the ability to delete Custom VAT codes that are no longer required, so it’s now possible to make a Custom VAT code ‘inactive’. It still exists but won’t be presented as an option for selection in transactions, cleaning up your QuickBooks interface and reducing the chance of mistakes.

Take a look at our video tutorials to find out more about VAT in QuickBooks Online. Try this one to find out how to set up VAT in QuickBooks.

VAT > Rates and Settings (for VAT rate in question) > Edit > Make inactive (tick box) > Save

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We hope you find the latest updates to QuickBooks useful. You can use the Feedback option from the Company Settings cog in QuickBooks to give us feedback on the features above, or any others.

pete_img_1184_web final Peter Yabsley is a Product Marketing Manager for QuickBooks Online. Follow him on Twitter.

Information may be abridged and therefore incomplete. This document/information does not constitute, and should not be considered a substitute for, legal or financial advice. Each financial situation is different, the advice provided is intended to be general. Please contact your financial or legal advisors for information specific to your situation.

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