It’s that time again. We’ve updated QuickBooks to provide some of the features and improvements that you and your clients have been asking for. This article explains the most recent changes that will help them to manage their books more efficiently. All these features are available to try right now.
Possibly the most interesting addition is a work-in-progress, or ‘beta’, version of a new invoice upload feature. Custom invoice templates can be created and then uploaded to QuickBooks, allowing a greater degree of control over the way they look. It’s not perfect yet, but we’re keen to hear thoughts and comments. Another experiment comes in the form of a new look for selected reports, to give a clearer picture of the current state of a business. We’ve also made a few other changes based on end user feedback.
The latest updates and new features
- Custom invoice template upload
- A new look for reports
Your opinion is important to us.
We’re continually working to improve QuickBooks based on the feedback that you give us.
- Sales form improvements
- Reference numbers in e-mail subject lines
- New VAT reverse charge code
Invoice template upload (beta, in QuickBooks Labs)
This month we have an exciting development for those that need more control of how invoices look (to continue with a layout that pre-dates use of QuickBooks, for example). We’re offering the chance to test out a new template upload feature that can provide considerably more flexibility than the existing online versions.
The upload feature gives you the option to create ‘offline’ Word documents that can be uploaded to QuickBooks as invoice templates. You’ll have greater freedom to define the layout and content of each template, to suit the needs of your business or those of your clients – the QuickBooks invoice shown below was created using this new function.
We’re releasing this new option as a ‘beta’, which means it’s not final and we know that there’s still room for improvement. You might find things that don’t work as you’d expect or that you think could be improved, so we’d love to hear your thoughts. If you’d like to provide feedback click the Company Cog on the QuickBooks home page, select ‘Feedback’ and submit your comments with the tag #InvoiceImport.
Since invoice upload is still a work in progress you won’t find it switched on by default. You can activate it in QuickBooks Labs, the area within QuickBooks where we experiment with interesting new ideas. Features that you switch on within Labs can be easily switched off if you’re not happy with them.
Company Cog > QuickBooks Labs > Import Style > On
This video shows you how to download a template as a starting point, then how to get your updated design into QuickBooks. Why not log in and give it a try? Don’t forget to read the ‘how to’ document available for download with the sample invoice template files.
A new look for reports (beta, in QuickBooks Labs)
We’ve also introduced a second experimental feature this month in the shape of new-look reports.
Since production and analysis of financial reports can be a key part of the support provided by an accountant to a small business, we’d love to hear your opinion. Like the custom invoice upload, this feature is available in QuickBooks Labs and is not activated by default.
Company Cog > QuickBooks Labs > Redesigned Reports > On
When you’ve activated the feature, navigate to the new Redesigned Reports tab in the Reports screen. A selection of 19 key reports are currently available in a new style.
Left Navigation -> Reports -> Redesigned Reports
These new-look reports are not yet finalised, so if you’d like to provide feedback click the Company Cog on the QuickBooks home page, select ‘Feedback’ and submit your comments with the tag #NewLookReports.
Your opinion is important to us
Customer feedback helps us decide what features to add to QuickBooks. Here are the changes we’ve made recently.
Sales form improvements
We know how important it can be for clients to present their company in the way that they want, so in addition to working on the new invoice upload feature we’ve continued to improve the online sales form customisation options within QuickBooks.
Recent updates include the ability to resize a company logo, adjust logo placement on the page and change the position of the footer.
Reference numbers in e-mail subject lines
We recently introduced the ability to automatically include invoice numbers in the subject line when you e-mail invoices from QuickBooks.
We’ve now extended this feature to estimates, sales receipts and credit notes sent by e-mail. Reference numbers are included within square brackets in the default subject line setup (e.g. [Estimate No.]).
Company Cog -> Company Settings -> Sales -> Messages -> Estimate/Credit Note/Sales receipt -> Use standard message.
New VAT reverse charge code
We’ve clarified and expanded the available VAT recharge codes in QuickBooks to make it clear which code should be used to purchase services such as online search advertising. Two 20 recharge codes are now available:
- 0% RC MPCCs: Reverse charge code for the purchase of mobile phones and computer chips
- 0% RC SG: Reverse charge code for the purchase of applicable services
You can access these codes through applicable forms such as bills and purchase orders.
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.