QuickBooks Update December 2016: Save time with clients

By Jake Martin

2 min read

It’s been another busy month at QuickBooks and we have lots to share with you

1.Save even more time with enhanced access to your clients’ bank information
2.Gain better insights with our redesigned dashboards
3.Stay on top of your VAT with our redesigned layout
4.Gain a better business overview with our features app 9Spokes

1. Save time with improved access to clients’ bank information

You can now connect your clients’ HSBC, NatWest and RBS bank accounts directly with QuickBooks for free, so your clients always have accurate and reliable data to reconcile. We still offer standard feeds for other major banks so you can be confident that QuickBooks has most reliable bank connections for your clients.

  • No need for a pin device as direct feeds update daily and accurately
  • Create custom bank rules for regular transactions
  • Transactions are matched with sales and expenses already within QuickBooks

Here is a quick 5 step guide to talk your clients through when connecting bank accounts directly with QuickBooks

1.On the homepage, click on Connect on the bank account
2.Click on the type of bank (HSBC, NatWest, or RBS business bank accounts)
3.Fill in the information to pre-populate the customer authority form (CAF)
4.You should now be able to preview and print the CAF
5.You must hand sign the form (dual signatures if required) and mail the form to the address displayed.

Please note that direct feeds are currently only available to clients who don’t already have a standard feed with a HSBC, NatWest and RBS business account.

add bank details

choose bank

review form

Log in to see more 

2.Gain better insights with our redesigned dashboards

You’ll see some brighter colours and a fresh menu in QuickBooks Online and QuickBooks Online Accountant. All of your existing clients will see these changes and we’ll roll it out to new clients over the coming months.

New dashboard

Take a look at our earlier blog post that will go through some of the key changes.

3.Stay on top of your VAT with our redesigned layout

We have also redesigned our VAT centre with a cleaner layout. Your clients can now quickly glance at how much VAT they owe by having this information visible at the top of the page. With our new table, they can stay on top of their outstanding VAT filing and view historic filings.

VAT1

4. See your key data all in one place with 9Spokes

Our featured app is 9Spokes – a smart dashboard which connects your client’s apps data in one place, revealing key metrics across essential areas of their business. It gives them an overview of how their business is performing, so it’s easier to make the right calls – and it’s free to use.

Of course, QuickBooks data effortlessly connects with 9Spokes, so that you can see your QB data as well as information from other apps, making it easy to see how you’re doing, all in one place.

9Spokes-DashboardFind out more

Your clients are in for a treat!

If they connect their QuickBooks to a free 9Spokes account before January 15th – they will be in with a chance to win a luxury break for 2 in the Cotswolds!* Not bad for a few minutes work – they’ll receive an innovative dashboard that seamlessly connects to QuickBooks and the chance to get some much needed R&R!

Enter here

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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