Recently, QuickBooks has added a few new features and improvements. These improvements were all about helping you work smarter and faster!
- Redesigned Banking Tab in QuickBooks Online (QBO): A whole new facelift – including a number of new features:
- Interface improvements to simplify batch actions
- Improved feature clarity in tab names (such as changing “Reviewed” to “Categorized”)
- New functionality to sort and group transactions into batches, based on similar characteristics
- A more readable bank card design
- Faster page responsiveness and load times
- Additional filters and search criteria
- Workers” tab is now renamed to “Payroll” in QBO: Functions have not changed, but now with a new name!
- Enhanced custom fields in QBO: QuickBooks Online Advanced now offers 36 enhanced custom fields – up from 10! Now you can have up to 12 fields in each for Customers, Sales, and PO & other expenses.
- Enterprise Diamond integration with Salesforce CRM: This integration of customer and financial data helps firms simplify the flow of information, reduce data duplication, gather more customer insights, and get paid faster!
For more information about QuickBooks Online and to see if it is the right fit for your business, please contact Mark Dekhtyar, C.P.A., Certified QuickBooks ProAdvisor, at 847-956-1040 or via email at mdekhtyar@portebrown.com.
TECHNOLOGY SPOTLIGHT
QuickBooks ProAdvisors
Porte Brown believes in training its staff in the software our clients use which's why we have 25+ QuickBooks ProAdvisors on staff who are certified in using QuickBooks. We support QuickBooks desktop version Pro, Premier, Enterprise, QuickBooks for Mac, Point of Sale, and QuickBooks Online...
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