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QuickBooks New Features: All You Need to Know – inDinero – QuickBooks Desktop 2022 subscription offering

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Feel free to reach out with any challenge, large or small, and the inDinero team will step in and help you navigate QuickBooks with confidence. Josh started his career as an engineer building software. A great finance partner like inDinero is exactly that!

All Rights Reserved. Advertiser is not licensed by the state. Privacy Policy Terms of Use. June 13, Managing Cash Flow and Card Transactions Items paid for through credit card and debit card transactions can be accounted for with ease, making it easier to keep up with a growing business.

Swift, On-the-Go Organization Uploading docs through any mobile device is easy as long as a few steps are taken. E-Commerce Accounting Grows in Complexity Some states are even cracking down on the collection of sales tax , making it the burden of the online business to capture and remit sales tax properly on all sales to residents within a particular state.

The Enterprise version does have a few key benefits: More users. These new features are major upgrades that many QuickBooks users have been wanting to have for the past few years. The new version of QuickBooks Desktop Enterprise is now significantly faster and more stable using the full capability of a bit processor. What does it mean for QuickBooks users? With this enhanced speed, accounting professionals can now execute their accounting tasks faster and quicker, resulting in improved efficiency and productivity.

The QuickBooks Desktop Enterprise mobile app allows you to snap a picture of your receipt and upload your bill from your mobile device.

You can then create a digital transaction from the receipt. You can download the app on Google Play and the App Store. QuickBooks Desktop integrates with Webgility, providing users with greater eCommerce capabilities including the ability to better manage product listings, automatically update inventory and pricing across all their sales channels, and streamline various workflows, such as purchasing, fulfillment, and refunds.

You can now use QuickBooks Desktop to schedule and pay bills through bank transfer or credit or debit card. Also, you can select how your vendors want to get paid—whether they prefer ACH or check. Once a bill is scheduled, QuickBooks Desktop will mark it as paid to prevent other users from paying it later. You will receive a notification when payment is made. Improve your accounts payable process by creating rules on how bills are approved. Additional information and exceptions may apply.

Applicable laws may vary by state or locality. Intuit Inc. Accordingly, the information provided should not be relied upon as a substitute for independent research. Readers should verify statements before relying on them. Intuit does not endorse or approve these products and services, or the opinions of these corporations or organizations or individuals. Intuit accepts no responsibility for the accuracy, legality, or content on these sites.

Terms and conditions, features, support, pricing, and service options subject to change without notice. Explore Products. QuickBooks Blog. QuickBooks Blog Accounting. Start Your Business. Run Your Business. Grow Your Business. Free Tools. The following are features included with the QuickBooks Desktop Pro Plus and Premier Plus Windows editions: Access to the latest version, with the most up-to-date features, security patches, and support for third-party operating system changes1.

Premium time saving and money management features. Increased productivity with the QuickBooks Desktop mobile app. Businesses will now have the following benefits of having QuickBooks Desktop Mac Plus: Access to the latest version, with the most up-to-date features, security patches, and support for third-party operating system changes9 Unlimited customer support10 Data recovery11 Premium time saving and money management features Unlimited customer support — Access to live customer support through convenient messaging and call-back options, at no additional cost.

Disclaimers 1. Related Articles. Important offers, pricing details and disclaimers This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Smart features made for your business. We’ve got you covered. See how it works. Explore Content. Get help with QuickBooks. Revised and Enhanced new features : These features includes — provides visibility into unpaid vendor bills to assist in payment management.

This is also important for the users as QuickBooks now prompts as well as guides its users to link their checks along with the open bills, showing open bills for few specific vendors to provide access.

QuickBooks also automatically filters out the previous window for the specific vendor who users initially attempted to write a check for, when the users click this earlier mentioned option.

After this the Pay Bills windows opens for the users. Users can easily avoid these features using the Write Check Transaction type. QuickBooks Desktop will let you automate your bill entries from the mobile app for QuickBooks Desktop as well as from bills sent via email address. Just upload the bills to QB Desktop and review them. Also, bill payment stubs have been added to the list of customizable QuickBooks forms. You can now maintain professional and dependable communications by emailing confirmation to your vendors.

With Online Bill Payment powered by Melio, you can seamlessly pay all of your vendor bills. When you pay your vendors, QuickBooks will record the bill as paid as soon as charges are deducted from your chosen source of funding.

Online Bill Payment powered by Melio takes vendor payment processing one step further. This new feature will allow you to easily and accurately track your payment processing fee expenditures separately.

You will also be able to:. Now there is no more time wasted manually entering numbers on bills, uploading bill images, and all the other tedious steps involved in bill management. This feature automates that process, returning precious time to you to be allocated to more important matters, like activities that generate you more revenue!

This significantly cuts down the amount of time that will need to be spent on this process. This saved time can be reallocated to more important matters, allowing you to transform opportunity costs into actionable alternatives. Add your own personalized touch to vendor bill payment stubs and save them in QuickBooks as templates. This will allow you to increase the quality and consistency of vendor communications.

With this new feature, you can now choose from a drop-down selection of customer email addresses when emailing invoices. This allows you to store and send to multiple customer email addresses within the customer contact. Easily cater to customer requests and send specific communications to the customer-preferred email addresses. Use this feature to provide greater flexibility with vendor billing communications. Discovery Hub is a new feature built into QuickBooks that describes each new feature and shows you how to use them.

 
 

 

New and improved features in QuickBooks Desktop – Firm of the Future.New and improved features in QuickBooks Desktop – QuickBooks

 
Instant deposit Get your money instantly when customers pay you. January 1, You can also access it from a displayed vendor bill payment transaction by selecting Manage Templates on the formatting ribbon.

 
 

– New Features in QuickBooks Desktop Plus – QuickBooks Data Migrations & Data Conversions

 
 

QuickBooks Desktop Enterprise has been a subscription offering for a few years. Businesses will now have the following benefits of having QuickBooks Desktop as a subscription. All editions of Desktop Enterprise Note: Beginning with QuickBooks Desktop maintenance release 5 and newer, an improved user experience and security protocol was introduced. The requirement is needed to take advantage of many of the new features detailed in this article. You can learn more about this functionality by reading this article or by watching this video.

Accessible: The steps mentioned here will help business owners give additional users access to the integrated apps via the Intuit account. Users set up here will have access to selected integrated apps, but will not have access to the QuickBooks Company file. Accessible: Users will only be able to install QuickBooks Desktop for computers running bit Windows.

To confirm the successful install of bit, launch QuickBooks Desktop. Using a Windows keyboard select the F2 key. The Product Information window displays. Features: QuickBooks is noticeably quicker, which allows users to complete accounting tasks faster.

Enhanced computer power with bit helps to stay compliant with modern operating system standards. Note: Desktop is not compatible with bit computing. Customers on bit software and hardware must upgrade to bit compatible hardware and software to be able to use QuickBooks Desktop See QuickBooks Desktop system requirements.

Accessible: There are multiple access points. See this how-to video. Features: Snap a picture of a vendor bill using the QuickBooks Desktop mobile app or request that your vendor email their invoices directly to your customized QuickBooks email. QuickBooks will store the digital copy of the bill to the computer where the QuickBooks Desktop file is stored.

Note: Only users included in the Intuit account associated with the QuickBooks Desktop Company file will be permitted to email or upload vendor bills. For more information refer to the previous topic on the Intuit account mandate in this article.

Optionally, from a displayed vendor bill, select Schedule Online Payment found on the top right of the main ribbon. Note : If paying a vendor bill with a payment type that includes a separate processing fee, QuickBooks will create a vendor named Melio and these charges will be added as a vendor bill. As the charges are deducted from your funding source, QuickBooks will record the fee bill as paid. Optionally, on demand, users can select from the menu bar, Sync Online Bill Payments to sync these details with the QuickBooks Company file.

Features: Using services provided by Melio 4 , schedule vendor payments online from within QuickBooks. Assign a specific day for the payment to be processed and sent. The QuickBooks user can choose to pay their vendor bills by any of the following methods: ACH, debit, or credit card. Separately, you can choose how your vendor will receive the payment — as a deposit in their bank account ACH or as a paper check.

Vendor payment details are securely recorded with Melio and not in the QuickBooks Desktop Company file. Once the payment is processed, QuickBooks marks the bill as paid, for easy visual confirmation.

Take a look at this video on how to pay bills online with QuickBooks Desktop. Features: Manage cash flow by defining a customizable approval process for vendor bills received. Confidently delegate accounts payable tasks, knowing you have an established bill approval process before a vendor bill can be processed for payment.

The convenient dashboard organizes those bills that require specific approval before being paid. Both the accounts payable clerk and selected approvers receive emails keeping them informed of the status of vendor bills. For a video on how to set up custom bill approval workflows, click here. Optionally, from a displayed vendor bill payment transaction, on the formatting ribbon select Manage Templates. Features: Maintain professional and consistent communications by emailing customizable bill payment stubs to your vendors.

Modify the bill payment stub to include your business logo, along with details of the payment made in QuickBooks. Accessible: From a mobile device, log into the QuickBooks Desktop app free and select Document, then follow the prompts. Features: Conveniently snap a picture of document s with the free QuickBooks Desktop mobile app. Attach these documents efficiently to transactions or records eliminating the need to keep paper copies. Select the customer record for which you want to create multiple email addresses.

Features: Emailing your customers their invoices from within QuickBooks? Accessible: Available as an add-on for an additional fee. Features: For QuickBooks Desktop users with an online storefront presence. Webgility 5 is an industry leading platform that integrates with QuickBooks Desktop to simplify e-commerce management. With three different packages to choose from Core, Classic, and Deluxe , this add-on provides a seamless e-commerce integration with top online stores such as Shopify, WooCommerce, Big Commerce, Magento and industry-leading online marketplaces like eBay, Amazon, and Walmart.

Easily add new product listings and update inventory management details to your online channels. Email the link to the customer for them to process the payment without having to receive an invoice. Users can track the payment links sent in QuickBooks. When the payment is received QuickBooks will record the payment as an unapplied customer credit in the Accounts Receivable account.

Maintenance release 5 and newer with an active QuickBooks Payments 7 account. There are multiple access points in QuickBooks Desktop. Setup requires only debit card details and a one-time verification. Features: Merchant payments can be instantly deposited into the business bank account.

Quicker funding helps the business manage their day-to-day expenses. Review the Instant Deposit details available balance, connected debit card, fees, etc. Accessible: When processing payroll with an active Assisted Payroll subscription.

Features: Pay employees faster and keep funds for longer in the business bank account; process payroll any time before 5pm PT the day before payday. The business owner processes payroll one day before payday. Funds will be debited from the bank account on payday. Features: Set up Assisted Payroll easily and get to your first payroll faster with a streamlined and well-guided assisted payroll activation process.

Accessible: From the top right, on the menu bar, select Discovery Hub. Unlimited customer support — Access to live customer support through convenient messaging and call-back options, at no additional cost. Improved bank feeds 12 — Automatically categorize bank transactions with more detail by using enhanced rules, batch editing, and improved matching. Receipt Management — Automatically create and categorize receipt expense transactions in QuickBooks by directly importing receipt data from your iPhone or a PDF.

Automatically send customer statements — Automate the process of creating statement reminders to send to your clients. Apple silicon processor compatibility — Accomplish your accounting tasks faster with a QuickBooks optimized to work with legacy Intel processor-based Macs, and the latest Apple Silicon processor-based Macs. Create customer groups — Create rule-based customer groups based on fields like customer type, status, location and balance, so you can easily manage and communicate with customers.

Choose from multiple email contacts — Send emails more quickly by choosing the right recipients from a list of your customer or vendor contacts. Transaction improvements — Save time managing transaction details with easy to reference reconciliation status and one-click export to Microsoft Excel. Hours exclude occasional downtime due to system and server maintenance, company events, observed U. Holidays, and events beyond our control.

Access to messaging with live experts or call back support requires a QuickBooks Care Plan, and an internet connection. Care plan is included with Plus and Enterprise subscriptions. E-commerce integration subscription will be billed directly from Webgility. Your Webgility account will automatically be charged the package price on a monthly or annual basis, starting at sign up, until you cancel.

To cancel your E-commerce subscription at any time, log into your Webgility account customer portal or contact Webgility customer success team at customersuccess webgility. Your cancellation will become effective at the end of the monthly billing period and your subscription will terminate at that time. You will not receive a prorated refund; your access and subscription benefits will continue for the remainder of the billing period.

Cancellation or termination of QuickBooks will not automatically cancel your Webgility subscription. Access to features above may require download of the latest QuickBooks update. Payroll processed before PM PT shall arrive the same business day excluding weekends and holidays.

Requires setup of direct deposit and bank verification. Next-day direct deposit may be subject to eligibility criteria. Direct deposit service is free for W-2 employees with your Payroll subscription. Additional fees apply for contractors paid by direct deposit. Holidays and events beyond our control. Access to messaging with live experts or call back support requires a QuickBooks Care Plan, and internet connection.

Full recovery of corrupt or damaged files is not guaranteed. The following are features included with the QuickBooks Desktop Pro Plus and Premier Plus Windows editions: Access to the latest version, with the most up-to-date features, security patches, and support for third-party operating system changes 1. Premium time saving and money management features.

Increased productivity with the QuickBooks Desktop mobile app. Businesses will now have the following benefits of having QuickBooks Desktop Mac Plus: Access to the latest version, with the most up-to-date features, security patches, and support for third-party operating system changes 9 Unlimited customer support 10 Data recovery 11 Premium time saving and money management features Unlimited customer support — Access to live customer support through convenient messaging and call-back options, at no additional cost.

Disclaimers 1 Upgrades to a new version will be provided if and when they become available.