How to Upload Changes to Transactions in Quickbooks Online

Below are the QuickBooks Online updates by release. We have linked to the original posts on Intuit's QuickBooks Online Blog and any other related manufactures that might aid y'all understand the changes amend.

QuickBooks Online Updates:

April 2020

Come across Intuit's Weblog Post for screenshots and more info

• Business concern Performance Dashboard
  • Industry benchmarks are now available
• ProAdvisor
  • The recertification window has expanded this year to COVID-19. The new deadline is August 31, 2020.
  • Cash Flow Continuity Playbook was created to help you assist your clients

March 2020

See Intuit's Web log Mail service for screenshots and more info

• Cash Flow Tools – HUGE Update
  • QuickBooks has a new set of tools to aid you with managing cash flow, including:
    • Planner – forecast up to ninety days
    • Cash – an actual bank account
    • Envelopes – to help y'all earmark your cash
    • Debit Card – yes – from QuickBooks
  • At present, I'm not a fan of QuickBooks being my banking concern business relationship. I prefer that to be dissever. Now, they've washed this so they have more transparency into the transactions for projections and these "envelopes". And, I'm certain they are making some coin on the bank accounts and merchant fees.
  • Here is an article from Intuit to learn more near this.
• Y'all can now upload bills in the receipt area and code the transactions from at that place
• ProAdvisor
  • You can now add together a QB payroll only client in your business firm and gear up the subscription upwardly at that place
  • New tier badges are here!
• QuickBooks Online Advanced
  • Custom nautical chart builder > admission this through the operation middle
  • Budget importing is now available
  • Batch update
    • Search and filter capabilities have been added
  • Custom fields take increased to up to 36 items. You are limited to 12 each – sales forms, purchase orders, and customer info.
  • Custom user rights take added for payroll admission

February 2020

Run into Intuit'southward Web log Post for screenshots and more than info

• Tags
  • This will be a new way to "tag" transactions or group them into similar things. Information technology can be used for expenses related to an event or a marketing campaign.
  • You will exist able to run reports filtered or customized by these tags
  • Still not completely rolled out at the terminate of April 2020
• Reclassify Transactions
  • The default tools are available again in reclassify transactions. The functionality had disappeared with the release of the new look of reclassify transactions, but information technology is dorsum.
  • To access this, go to Accountant Tools > Report Options (nevertheless my favorite screen in QBO!)
• Reporting
  • You now have the option to select "Smart Folio Breaks" when printing or saving reports.
• QuickBooks Online Advanced
  • Batch updates
    • Batch bills have been added
    • Now you can copy and paste information from an excel spreadsheet into the batch transactions panel.
    • Apply online payments to invoices directly from the batch transactions panel
  • Workflows
    • Automated mobile notifications
    • AI suggestions for high priority invoice reminder clients
• ProAdvisor
  • Y'all can now view the ProAdvisor certification status for your staff in the squad area of your practice

January 2020

Meet Intuit'southward Blog Post for screenshots and more than info

• ProAdvisor Support
  • Support for Platinum and Elite ProAdvisors have been expanded 24/7 support.
  • Video conversation and scheduled callbacks are now available.
• Apps Direction
  • Apps for your clients can now be managed by members of your staff. You no longer take to be the Master Admin in your Firm to be able to manage your clients' apps
• Accountant Toolbox
  • The layout of the toolbox has changed now – instead of 1 cavalcade, there are now two
  • You'll also run into a few new things on there
    • Notes – I'g not so sure of the value hither on this i, but it is a identify for y'all to take notes on your clients' books so you can view them at the firm level subsequently. This might be valuable if you are using Piece of work to manage tasks for your firm.
    • Bookkeeping Review – Not all the same sure of this release date
    • Notation – the screenshot on the site too includes "Optimization Center' so that might exist coming soon.
• QuickBooks Online Backup (QBO Advanced)
  • Chronobooks was caused by Intuit and they have now made the change to add this to QuickBooks Online Advanced subscriptions – just.
  • If you were using Chronobooks on a lower subscription, that will no longer be available for use.
• Cash Catamenia Dashboard Reports (QBO Advanced)
  • This is a dynamic chart that is updated with actual data from QBO showing the greenbacks from operating, investing, and financing activities.

December 2019

See Intuit's Blog Mail for screenshots and more info

• Zero new here to QuickBooks Online, but a few updates to other products
• TSheets will now accept 2 products – Premium and Elite
  • Elite is a tool for people with projects to look at because it has enhanced functionality around that
• GoPayment
  • You lot can at present accept payments confronting invoices within the app
  • And, you lot can accept payments to be practical to hereafter invoice
• QBO ProAdvisor
  • The new exams were released with more preparation modules

November 2019

See Intuit's Web log Post for screenshots and more info

• QBO Auditor
  • Business Functioning Dashboard allows you to get a large-picture view of how your clients are performing. All y'all have to do is just hover over the Overview push in your customer'south file.
• Payroll
  • There is a new lineup for payroll. This article explains what is going on more than. The new products will be:
    • Core (used to be cocky-service)
    • Premium (used to exist full-service)
    • Elite
• Transactions
  • I honestly am not sure I understand this one, but there is now a new transaction type to "pay down a credit carte du jour" in the other area of the create transaction screen.
• Reporting
  • When comparing periods on the P&L, yous can at present choose "Previous Year-to-Date"
  • If you have been using the transmission sales tax surface area, apparently in that location has been an update then that you can match the sales taxation rates you accept to verified agencies that Intuit has in their system.
• Banking
  • Chase'southward depository financial institution connexion has been completed. You'll have to reconnect the accounts to QuickBooks Online and make certain you are an authorized user on the account. Intuit's blog post for this update has instructions on how to add together an authorized user to the business relationship.
• QBO Advanced
  • You now have a dashboard that allows you to analyze the revenue streams of the business organisation
  • "Batch expenses" is the side by side improver to the batch features
  • You lot already had advanced custom user permissions in QBO Advanced, simply at present you lot can create custom roles so that you tin easily use those permissions to several users.
  • Custom workflows – this actually used to be "routines" from QB Labs but is at present available in the QBO Advanced subscription. Search this page for "routines" to find out more.

October 2019

See Intuit's Weblog Post for screenshots and more info

• The Quick Create button has moved (or will exist moving). It's that plus sign on the top right of your screen. They are moving it over to the left-manus navigation bar. (And, I just finished recording a training on QBO navigation!!)
• QB Payments
  • Instant deposit of QB Payments for a fee – 1% gets the money instantly
• QBO Advanced
  • You can at present consign reports to Google Spreadsheets. I'g a picayune jealous of this one!
  • "Batch enter checks" is now available.
• Mobile App
  • They are changing the layout then that it is easier to navigate on the telephone. Away with the tiny navigation options that would show upwards on the left. Now you'll run into bigger "cards" to get you to where you lot desire to go.
• ProAdvisor Plan Benefits
  • A new benefit with DocuSign has been added

September 2019

See Intuit'south Blog Mail for screenshots and more info

• Mileage tracker in QBO
  • This is only available to the Principal Admin
  • Rolling out to the QBO mobile app
  • Trips tin be categorized every bit Business organisation or Personal
• Report Performance Updates
  • Finally getting rid of the annoying "load more than" link – all of your data should load
  • Loading should be faster than before
  • When drilling down on the written report and coming back, y'all should at present come back to the identify yous were before drilling downwards
• Multilingual Invoicing
  • Inside customer information, you can ready the client's language
  • The invoice will then be in the language of the customer'south default
• Reply to new leads in QBOA (but after the first interaction, you'll demand to spring over to email)
• QBO Advanced
  • Discounts for your clients
    • As of September 2019, y'all tin can become your clients fifty% off the retail charge per unit for six months. This offer is available in the U.S. only.
  • Batch Create Checks
    • This is the side by side pace in the batch action area. The first was batch invoice.

Baronial 2019

Come across Intuit's Web log Post for screenshots and more info

• Reclassify Transactions (was noted beneath in July)
  • They have updated the look and feel to be more consistent with the rest of QBO
  • Merely, there are still some kinks to work out
    • Report defaults no longer apply to this area – then you can't salvage fourth dimension with having your preferred time frame or preferred accounting basis checked off
    • You also don't get the preview of which transactions you tin NOT reclassify because they apply production/services (items) instead of direct links to the nautical chart of accounts. And then you tin can try, but yous'll get an fault message.
• Employee Health Benefits in QB Payroll
  • Bank check out what you can do under the "workers" tab
  • Quotes volition be available from the leading providers
• Improvements to Invoice Templates
  • Enhanced preview so yous can come across exactly what the end customer will see
• ProAdvisor Program
  • Get 100 points for getting certified in QuickBooks Enterprise (2019)

July 2019

Run across Intuit's Blog Postal service for screenshots and more info

• Prep for Taxes
  • Intuit said that it was initially in a express release and at present is here for all bookkeeping pros.
  • See March 2019 for updates or come across the screenshots from the July 2019 mail
• QuickBooks Payroll
  • Change employee setup details in the Run Payroll screen
  • Preview payroll changes before submitting
• RUN Powered past ADP
  • It has always integrated with QBO, simply now the integration is a bit better – perchance i or 2 less clicks
• Non shown in the commodity
  • Reclassify Transactions
    • They have updated the await and feel to be more consistent with the rest of QBO
    • But, there are still some kinks to piece of work out
      • Report defaults no longer use to this area – then you can't salvage time with having your preferred fourth dimension frame or preferred accounting basis checked off
      • You too don't get the preview of which transactions you can NOT reclassify because they use production/services (items) instead of directly links to the chart of accounts. So you can try, merely you'll get an mistake bulletin.
  • Overview Screen
    • You can now impress out the page to go along as a workpaper for your files. Information technology's nicely formatted so yous can also be comfortable sharing this with a customer.

June 2019

Run across Intuit'southward Blog Post for screenshots and more info

• Receipt Capture
  • Clients can now snap pictures of receipts on their phones and upload them to QuickBooks Online
  • Once uploaded, they are automatically added and matched to transactions (if there is a lucifer)
• Contractor Payments
  • More dropdown options are bachelor on the screen when entering in contractor payments through QBO Payroll
  • You lot can at present select grade, project/customer, or location

May 2019

Run into Intuit's Blog Post for screenshots and more info

• ProAdvisor Plan
  • Get QuickBooks Online preparation guides to provide your clients
• QuickBooks Payments
  • Side by side day deposits for ACH payments are available to Payments customers
    • Certain restrictions utilize, so brand sure to read the info fully
• Sales Taxation
  • The new sales tax module has been rolled out to everyone
  • Sales revenue enhancement can at present be managed for cash-basis clients

April 2019

See Intuit'southward Blog Mail service for screenshots and more info

• QBO Payroll
  • Now track unpaid and paid time off in QBO Payroll
  • Schedule contractor payments in advance
• ProAdvisor Program
  • View a detailed history of your advantage points remainder
  • Earn 75 advantage points for each of your clients with QBO Avant-garde

March 2019

See Intuit's Weblog Post for screenshots and more info

• Project Profitability
  • Track projection expenses, income, and labor costs
  • View all project profitability at one time to compare project results
  • Swoop into a single project to review the details of the performance in that location
  • View billable hours per project
  • Pull in labor costs from Tsheets or QBO'southward Payroll
• Prep for Taxes
  • Intuit has updated what was once called "Trial Residue" in QuickBooks Online Auditor
  • This allows y'all to review the books at year-end and create adjusting entries to prep for creating revenue enhancement returns
• View Client Transaction Book
  • This an update to the Overview Tab released in Dec 2018
  • You lot're able to view the sum of these types of transactions
    • Depository financial institution transactions
    • Invoices
    • Bills
    • Bill Payments

February 2019

See Intuit's Blog Post for screenshots and more info

• QBO App
  • Simultaneously work with multiple clients at once
• QBO Payroll
  • You can at present get Workers Comp pay-equally-you lot-go within the payroll screen
  • Click here to larn more about Intuit's Workers Comp insurance
• QBO Advanced
  • Yeah, we accept started to hear about the new limitations put on QBO Plus that will somewhen help Intuit push more clients to QBO Avant-garde
  • As an extra incentive, Intuit is now providing more points (75) to ProAdvisors for adding new QBO Advanced subscriptions. This will help you personally with the benefits you lot receive from the ProAdvisor plan.
  • Accelerated Invoicing
    • At that place are new streamlined features to help you send out a large number of invoices at once.
    • You can besides import a lot of invoices into QBO at once for faster processing.
  • Test Drive Visitor File
    • Here is the link for the QBO Advanced Test Drive File
  • Other Features as selling points
    • You lot might have heard these earlier, but Intuit reiterated them, so we'll go ahead and exercise the aforementioned hither:
      • Up to 25 simultaneous users
      • Reporting powered by Fathom
      • Import invoices
      • Custom permissions – more customization, but test information technology out to really see what is bachelor
      • Priority circle manager – a primary source of contact for you with Intuit
      • Enhanced custom fields
      • 3rd auditor user

Jan 2019

Run across Intuit's Blog Postal service for screenshots and more than info

• QBO Advanced
  • Wholesale billing is now an choice with QBO Advanced – 30% off for the life of the subscription (until May 31, 2019). Merely remember, y'all are in accuse of paying for the subscription and getting reimbursed from the client (if that is your business setup). As well, you become to deal with how you will handle whatsoever cost increases – take them out of your profit or pass along to your client.
    • I'm still a fan of letting my client manage their own subscription and I do the bookkeeping. In my stance, they pay me for the service – non to manage a subscription that they'd have with or without me. If you desire to offer your client a discounted rate but not have them on your wholesale account, you tin have them subscribe through an Intuit Reseller, similar me.
• Marketing Hub
  • Per Intuit "Nosotros created the Intuit® Marketing Hub to give bookkeeping and taxation pros an like shooting fish in a barrel-to-follow playbook for growing your practise"
  • Resource include:
    • A step-past-footstep guide to create a marketing plan
    • QBO Sales sheet to pitch clients
    • A video guide on how to talk over value pricing
    • Discounts on Squarespace and Constant Contact
• Apps at present have new "ProAdvisor Picks" category to feature those that ProAdvisors love. You'll run across this with a little bays on the elevation right of the app carte on Apps.com

December 2018

See Intuit's Web log Post for screenshots and more info

• Redesigned ProAdvsior Program
  • This means more benefits for you! Intuit is moving towards a point-based system and that provides you more and more benefits the more points yous get. The concept is great and it is but the foundation for more than stuff they can do with this program.
    • Here are the several ways to earn points – And look for more than ways in the future
    • More rewards – like access to ProAdvisor merchandise, more training, discounts, marketing communication, and more.
• New Customer Overview
  • We at present have a new area within QBO to see a summary of our client'due south books. This is a great way to get an thought of how things are, specially if you are pricing out a cleanup chore. (Remember, we have a form to assist you with cleanups.)
  • What'due south included
    • Company gear up up – to see info almost the concern, the apps connected, and more
    • Banking activity – see all the accounts connected, the electric current banking company balance, balance per QBO, how many unaccepted transactions in that location are, and the reconciliation condition
    • Common issues – this lists out how many transactions are in accounts that are common mistake areas – similar undeposited funds
      • Ane great instance is that lists out any negative asset or liability accounts
• Side by side-day Deposits for Intuit Credit Card Payments
  • When clients are paid via credit card through their QB Payments business relationship, they will exist able to get those funds deposited into their business relationship the next day.
    • At that place are a few exceptions, you lot can find those hither.
• Machine-collected W-9s
  • You can request W-9 information from your contractors through QBO now, but lookout man out because you are inviting your contractor to sign up for a QBO account. In my test, I said I was an individual so I got a free self-employed account. The problem I have is that now as a contractor, I'm going to be getting Intuit emails and all that is saved in there. Personally, I just don't like this methodology.
• Automate Routines This is at present workflows in QBO Advanced
  • Here's a video on how it works
  • You lot can turn on routines in QB Labs and you have some beginning templates to utilize
    • Notify your customers when yous receive their payment
    • Remind yourself or customers nearly past due invoices – so does this make InvoiceSherpa non necessary for some users?
    • Remind yourself about upcoming bills
    • Mark an invoice'south memo whenever an invoice is overdue

Nov 2018

See Intuit's Blog Postal service for screenshots and more info

• Seamless integration with QBOA and Proconnect Tax Online
  • The QBOA dashboard has had links to be able to prepare taxes for a while and nosotros've had the trial residue tool, simply I retrieve we are talking about more efficiencies with information going back and forth and getting alerts.
• Inventory reorder points
  • Add together reorder points to your inventory items and run into data on the product/service screen as when you lot have low stock.

Oct 2018

Meet Intuit's Blog Post for screenshots and more info

• QuickBooks Online Advanced – We are following upwards on the August release on this one. This is Intuit's play at mid-market businesses to help them move away from Enterprise simply still stay inside the Intuit ecosystem. It's still new, but you'll run across them developing this more and more over the next twelvemonth.
  • Some of the newer features:
    • Import invoices
    • Custom users permissions
    • Smart Reporting powered past Fathom

September 2018

See Intuit's Blog Post for screenshots and more info

• QBOA
  • New billing feel – the billing details give y'all more clarity of what is included in your invoice (and yeah, we really can see invoices now!!)
  • Work notifications – inside the work surface area, yous can now set upward notifications for you and your team. You tin also connect your notifications to Slack.
  • Quickstart Templates – This is also in the piece of work area. You lot'll now be able to select an existing template from Intuit or customize your own to gear up projects in QBOA.
• Reports
  • Payroll summaries by employee – this report allows you and your clients to run across the total toll of each employee

August 2018

See Intuit'south Blog Mail service for screenshots and more info

• ProAdivsor updates
  • Edit your personal URL – up to 50 characters & you can modify the URL upwardly to 5 times
  • Respond to ProAdvisor reviews – but go to your ProAdvisor contour and wait at the detail of your reviews to encounter a "Reply to review" button. Note, your replies go through a 72-hour blessing procedure, just similar reviews.
• Chart of Accounts
  • We tin FINALLY import sub accounts!!! Just use this setup "Parent account proper noun:Sub account name" in your upload file to show it is a sub account.
  • Create a new business relationship direct from the product/service area!! Another awesome update. It might be little but will save a ton of fourth dimension.
• Cocky-Employed (Note – this is non the cadre QuickBooks Online product)
  • Clients can majority-delete trips in their mileage log
  • Labs is now bachelor for QBSE for you and your clients to test out new features before they go alive in the production for everyone
• QuickBooks Online Advanced
  • This is for people that are outgrowing QBO {In my opinion, I'yard not sure who that would exist if yous are using the production and apps to customize your workflows, just let'southward just encounter where this goes}
  • Here are the benefits (more info at this link)
    • Up to 25 users with full and simultaneous admission
    • Dedicated Customer Success Manager
    • Priority Care
    • Up to 5 gratis online training courses

July 2018

Run across Intuit's Blog Postal service for screenshots and more info

• Redesigned customer app dashboard
  • All clients are listed in a single filigree, making it easier to manage apps for our clients
• Failed due east-invoice notifications
  • If your e-invoices bounce back, your clients will get an electronic mail saying there was an event
  • They'll too encounter notifications in the invoice list and within the invoice tracker
• Earn CPE when training for QBO
  • Training is found in the ProAdvisor tab in QBOA
  • You'll get credit for training for certifications and other specific trainings
• New reports for beak and invoice payments
  • These can be found in the reports tab
  • Bills and Practical Payments – shows the bill and nib payment together and then you can see how they are being accounted for
  • Invoices and Received Payments – same matter but on the acquirement side
• Faster Invoice actions
  • On the All sales screen, the "Action" cavalcade allows you lot to delete, void or copy invoices or sales receipts
• Paychecks split into 2 accounts
  • These are at present split up up as two transactions and then that your bank feeds matchup
• Added User Permission Option
  • You can now specifically select if a user should have access to payroll

June 2018

See Intuit's Web log Mail service for screenshots and more info

• Product Updates hub
  • This is a new website that details out the updates in QBO past release (we however adopt this listing on our site with links to everything you lot need)
  • Only, this hub might exist more your style, and then check out the link
• Direct banking concern feeds
  • Wait – bank feeds have been around for a while? Correct??
  • QBO is creating more than integrated banking concern feeds with sure banks
  • These new connections are supposed to cutting downwards on feed interruptions, connection errors and missing or indistinguishable transactions
• Customize Payment Accounts on QB Capital Loans
  • Upon getting accustomed for a loan, QB Capital will split up your principal and involvement for auto-recording the transaction
• Slack Integration
  • Slack is integrating with QBOA at present and then all your project updates, reminders and notifications tin exist pushed over to Slack
  • Look for the Slack integration under the Work tab in QBOA

May 2018

See Intuit's Blog Post for screenshots and more info

• Progress Invoicing is finally here – I know information technology has been in beta or something for a while, merely information technology is here!!
  • You start the process with an judge and and then you lot can select a schedule for the invoices
  • You can invoice everything, a certain percentage of each line, or a custom amount for each line
  • Your guess will evidence y'all how much has been collected and what is left to invoice
• QBOA "Work" Tab
  • Allows you to manage your firm and client workload in i place
  • You can at present add internal project and tasks and delegate to your squad
• Contractor Direct Deposit
  • Here's a more in-depth article written by Beverly Lang up on Intuit's blog
  • If yous are using QB Self Service Payroll or QB Full Service Payroll, yous tin can now pay your 1099 contractors via direct deposit
  • In that location is still an added fee for each new 1099 contractor yous are paying
  • QBO has separated the payment view on the "Workers" tab so now you see "Employees" in one area and "Contractors" in another area
• QuickBooks Accountants Apps Program I think this programme was removed in belatedly 2019
  • Y'all now go discounts for specific apps that are function of this programme
  • You lot can observe these apps when clicking on "Apps" inside your QBOA screen
  • When in the find apps screen, you can come across the discount provided to ProAdvisors – which you tin can laissez passer along to your clients
• Connect to PayPal app for QuickBooks
  • Hither is the adjacent iteration on the endeavour to go a good integration between QBO and PayPal
  • Start you connect via the app, then that will pull in the transactions into the banking area to categorized
  • You can create sales receipts from the banking screen
  • You besides finally have the gross amount listed as well as the PayPal fee separately
  • Those PayPal fees go to their own expense account
• Redesigned Invoice Emails
  • So, QuickBooks has fabricated invoices more simplistic so they are easier to communicate via e-mail
  • It looks great on mobile devices
  • Y'all take flexibility on accent color, logo, names info
  • The drawback? They removed the ability to upload a word physician as your invoice template
  • And, you'll run into issues if you lot need to invoice from two different business names/segments/locations if you are set upwardly that fashion. It might be time to look for a 3rd political party app if you are running into this issue.

March 2018

See Intuit's Blog Mail for screenshots and more info

• Manage all your clients in QBOA
  • Instead of just adding your QBO clients in QBOA, you can add all of your clients now
  • All of your clients notes tin can be held within QBOA
  • This is benign if you are using "Work" because you lot can create tasks, etc for these not-QBO clients
• TSheets by QuickBooks in QBOA
  • TSheets was already in QBO, but now it works well with QBOA to assistance you lot and your team manage your time & piece of work schedules
• Redesigned ProAdvisor Benefits & Training Experience
  • There are now merely two tabs in your ProAdvisor expanse – Benefits and Training
  • The grooming area is where you'll find information about your certifications AND other trainings offered by Intuit Accountants
  • Nether benefits, y'all'll detect support, production discounts, and downloads if you take a paid Proadvisor Plan subscription that includes desktop downloads

February 2018

See Intuit's Web log Post for screenshots and more info

• Expanded Reports
  • Uncomplicated start now has the Trial Balance and General Ledger
  • There is a new 1099 Transaction Detail Report
• QB Invoicing for Gmail
  • Your invoices tin can exist seen within your Gmail screen and y'all can create new ones from at that place without having to log in to QBO directly
• ProAdvisor Listing Updates
  • Expanded service list to really detail what type of piece of work you do

December 2017

See Intuit'south Weblog Post for screenshots and more than info

• QB Capital
  • Short term loans made bachelor through Intuit
  • Up to $35K available and must be paid back within 6 calendar month
  • The rates are conspicuously stated on the awarding folio
  • Repayment is done with weekly ACH payments back to QB Upper-case letter
• 24 hr Direct Eolith in Payroll
  • But available with sure banks currently, merely will be increasing that number in the futurity (I couldn't detect which banks are supported)
  • Can be used with QB Full Service Payroll or QBO Payroll

November 2017

Run into Intuit's Blog Post for screenshots and more than info

• QBOA Enhancements
  • Customize your client list into different groupings that you make up one's mind
  • The customer list will include more client contact information and so you lot can hands get to it
• Mobile Enhancements
  • Hands email, call, or text clients from your client list within the QBO Mobile App

QuickBooks Online Updates: October 2017

Run into Intuit'due south Weblog Mail service for screenshots and more info

• Projects in QuickBooks Online
  • You lot can see all the associated transactions and time for a project in one place
  • Enable the characteristic by going to Settings > Avant-garde
  • This is an alternative to using subcustomers or classes in QBO to business relationship for projects
  • Charlie Russell's commodity on projects in QBO
    Below are some notes from Charlie's article:
    • Projects becomes a new surface area on the left-hand navigation
    • Each project has a status of "in progress, completed, or canceled"
    • Purchase Orders do non testify upwardly in the projection area
    • Project reports: Project Profitability, Unbilled Time and Expenses, and Nonbillable Time
    • Once yous plough on projects, you tin can NOT turn it off
    • Projects doesn't currently integrate with Intuit's payroll organisation
• Sales Tax Centre
  • The sales taxation heart has been completely redone
  • Receive automatic reminders to pay sales taxation
  • Yous have the ability to brand multiple adjustments to payments
  • Charlie Russell's commodity on the update to the sales taxation center
    Beneath are some notes from Charlie'south commodity:
    • Tax rates are updated automatically and are date sensitive
    • Click the sales taxation label on the invoice to see how the tax was calculated
    • Warnings if y'all override the sales tax amount within an invoice
    • Intuit acquired Exactor, a provider of sales & use tax adding and filing which appears to be the underlying applied science for the new sales taxation features in QBO
    • The new sales revenue enhancement center is for subscribers that turned on sales taxation Later this new release
    • At that place isn't an expectation equally to when subscribers are on the erstwhile sales taxation organisation will become an update

QuickBooks Online Updates: September 2017

Run into Intuit'due south Blog Mail for screenshots and more info

• Create repeating projects in QBOA
• New Apps tab in QBOA
  • Access your own apps and your clients' apps inside QBOA

QuickBooks Online Updates: August 2017

Come across Intuit's Weblog Mail for screenshots and more info

• Transcript of our #QBOchat: Contempo QBO Updates (June, July, & Baronial)
• Pay bills electronically, powered by Bill.com As of 2020, Melio volition now be powering this
• New and improved QuickBooks Online desktop App
  • Stay signed in
  • Piece of work in multiple windows
  • Save time with keyboard shortcuts
  • Notes from Charlie Russell on Accountex Report
    • Intuit changed the evolution environment
    • Speed, reliability, and stability should improve
    • Information in unlike windows will "auto-refresh"
    • The addition of the acme carte du jour bar is more than convenient for those used to QuickBooks Desktop

QuickBooks Online Updates: July 2017

Come across Intuit'due south Blog Post for screenshots and more info

• Transcript of our #QBOchat: Recent QBO Updates (June, July, & August)
• Manage projects directly with QBO
  • Turn this feature on using QuickBooks Labs
  • Organize all pieces of a project in one location
  • Projects proceed track of profitability
• Using Partial Buy Orders
  • Users can link a bill, check or expense to a portion of a purchase social club
  • The Open up PO Detail report tracks how much of a PO has been received and how much is outstanding
  • Link purchase orders to more than one bill, expense or check
  • Close individual lines on a purchase gild

QuickBooks Online Updates: June 2017

Meet Intuit's Blog Post for screenshots and more info

• Transcript of our #QBOchat: Recent QBO Updates (June, July, & August)
• QuickBooks Online Payroll changes
  • Employee cocky-setup
    • Invite employees to enter personal and tax info on their ain
    • This means fewer information entry errors
• Custom Statement Tools
  • More efficient user interface
  • Customize your master invoice template with logos, colors, fonts, etc
  • Statements are automatically updated to match
• Customize invoice templates from your iOS mobile device

barnesacyll1993.blogspot.com

Source: https://qbochat.com/quickbooks-online-updates/

Share this post