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HOW TO UPGRADE QUICKBOOKS DESKTOP TO ONLINE CODE

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.

HOW TO UPGRADE QUICKBOOKS DESKTOP TO ONLINE 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.