QuickBooks Update – December 2016

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 bank information
2.A better, brighter QuickBooks
3.Stay on top of your VAT with our redesigned layout
4.Gain a better business overview with our featured app 9Spokes

 1. Save time with improved access to your bank information

You can now connect HSBC, NatWest and RBS bank accounts directly with QuickBooks for free and get access to more accurate and reliable data. We still offer standard feeds for other major banks so you can be confident that QuickBooks offers secure banking connections.

  • 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 take you 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)
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 you if you 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. A better, brighter QuickBooks

You can now experience a brighter, cleaner way to get your accounts done. Our redesigned dashboard gives provides an easier way for you to understand how profitable you are, what’s coming and what’s going out, as well as simplify the ability to navigate around our product, creating reports that generate real insight.

New dashboard

Take a look at an earlier blog post to find out more about changes in QuickBooks

 

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

We have also redesigned our VAT centre with a cleaner layout. Quickly glance at how much VAT you owe by having this information visible at the top of the page. With our new table, you can stay on top of your 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 apps data in one place, revealing key metrics across essential areas of your business. It gives you an overview of how you’re 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  

You are in for a treat!

If you connect your QuickBooks to a free 9Spokes account before January 15 – you will be in with a chance to win a luxury break for 2 in the Cotswolds!* Not bad for a few minutes work – you’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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