apioffers.blogg.se - Sign into quickbooks pro with different authorized user

Sign into quickbooks pro with different authorized user update#
Sign into quickbooks pro with different authorized user code#

Sign into quickbooks pro with different authorized user update#

If you have been using the manual sales tax area, apparently there has been an update so that you can match the sales tax rates you have to verified agencies that Intuit has in their system.

When comparing periods on the P&L, you can now choose “Previous Year-to-Date”.

I honestly am not sure I understand this one, but there is now a new transaction type to “ pay down a credit card” in the other area of the create transaction screen.

This article explains what is going on more. All you have to do is just hover over the Overview button in your client’s file.

Business Performance Dashboard allows you to get a big-picture view of how your clients are performing.

The new exams were released with more training modules.

And, you can accept payments to be applied to future invoice.

You can now accept payments against invoices within the app.

Elite is a tool for people with projects to look at because it has enhanced functionality around that.

TSheets will now have 2 products – Premium and Elite.

Nothing new here to QuickBooks Online, but a few updates to other products.

This is a dynamic chart that is updated with actual data from QBO showing the cash from operating, investing, and financing activities.

Cash Flow Dashboard Reports (QBO Advanced).

If you were using Chronobooks on a lower subscription, that will no longer be available for use.

Chronobooks was acquired by Intuit and they have now made the change to add this to QuickBooks Online Advanced subscriptions – only.

QuickBooks Online Backup (QBO Advanced).

Note – the screenshot on the site also includes “Optimization Center’ so that might be coming soon.

Bookkeeping Review – Not yet sure of this release date.

This might be valuable if you are using Work to manage tasks for your firm.

Notes – I’m not so sure of the value here on this one, but it is a place for you to take notes on your clients’ books so you can view them at the firm level later.

You’ll also see a few new things on there.

The layout of the toolbox has changed now – instead of one column, there are now two.

You no longer have to be the Master Admin in your Firm to be able to manage your clients’ apps

Apps for your clients can now be managed by members of your staff.

Video chat and scheduled callbacks are now available.

Support for Platinum and Elite ProAdvisors have been expanded 24/7 support.

You can now view the ProAdvisor certification status for your staff in the team area of your practice.

AI suggestions for high priority invoice reminder clients.

Apply online payments to invoices directly from the batch transactions panel.

Now you can copy and paste data from an excel spreadsheet into the batch transactions panel.

You now have the option to select “Smart Page Breaks” when printing or saving reports.

To access this, go to Accountant Tools > Report Options (still my favorite screen in QBO!).

The functionality had disappeared with the release of the new look of reclassify transactions, but it is back.

The default tools are available again in reclassify transactions.Still not completely rolled out at the end of April 2020.You will be able to run reports filtered or customized by these tags.It can be used for expenses related to an event or a marketing campaign. This will be a new way to “tag” transactions or group them into similar things.Custom user rights have added for payroll access.You are limited to 12 each – sales forms, purchase orders, and customer info. Custom fields have increased to up to 36 items.Search and filter capabilities have been added.Custom chart builder > access this through the performance center.You can now add a QB payroll only client in your firm and set the subscription up there.

Sign into quickbooks pro with different authorized user code#

You can now upload bills in the receipt area and code the transactions from there.

Here is an article from Intuit to learn more about this.

And, I’m sure they are making some money on the bank accounts and merchant fees. Now, they’ve done this so they have more transparency into the transactions for projections and these “envelopes”.

Now, I’m not a fan of QuickBooks being my bank account.

Envelopes – to help you earmark your cash.

QuickBooks has a new set of tools to help you with managing cash flow, including:.

Cash Flow Continuity Playbook was created to help you help your clients.

The recertification window has expanded this year to COVID-19.

See Intuit’s Blog Post for screenshots and more info We have linked to the original posts on Intuit’s QuickBooks Online Blog and any other related articles that might help you understand the changes better. Below are the QuickBooks Online updates by release.