QuickBooks Online New Features and Improvements – April 2017

QuickBooks Online New Features and Improvements – April 2017

At Intuit®, we’re constantly working to make improvements for you, and to help you serve your clients. Here’s a summary of our most recent enhancements in QuickBooks® Online (QBO) and QuickBooks Online Accountant (QBOA), including new QBOA Practice Management features, two enhancements to QuickBooks Self-Employed, ApplePay for accountants, a new integration with QBO and TSheets, QBO navigation enhancements, and more. To see our previous updates, click here.

What’s New 

Coming Soon: Be Confident You’ll Never Miss a Deadline With New QBOA Practice Management Features

For busy, deadline-driven accountants, there is always a logical fear that an important detail will “fall through the cracks,” causing fines and client problems. Most professionals use a number of systems to track and manage their work, including spreadsheets, document sharing and collaborative communications. However, these tools are often poorly integrated, even on the best day.

Presenting … new integrated Practice Management features in QBOA that enable you to manage workflow and streamline client communication security, all from a convenient new “Work” tab. And, this is only the first in a set of practice management tools to come.

  • Now, you can easily know where your projects stand by checking the status of your work and tracking projects by client or team member in real time.
  • Stay organized by creating and assigning projects and tasks in QBOA.
  • Update and edit project details in seconds, straight from your dashboard.

  • Communicate, request, gather and share documents with clients, efficiently and securely.
  • Track the status of document requests and messages at a glance within your work dashboard.
  • Easily access all shared documents in client details.

  • Your experience is enhanced through mobile capabilities.

Integrated Practice Management tools are included at no additional cost with your QBOA account.

Two Improvements in QuickBooks Self-Employed

If you haven’t yet discovered the advantages of QuickBooks Self-Employed for your Schedule C clients, then you’re in for a real treat. Check out the benefits of QBSE here, and note these two new features:

  1. QuickBooks Self-Employed Receipt Snap: Previously, if your clients wanted to add receipts to QuickBooks Self-Employed (QBSE), they had to manually match receipts to expenses; if they paid cash, they had to enter expense information by hand. The new QBSE Receipt Snap eliminates those manual steps. Just take a picture of the receipt and QBSE automatically extracts key data, and then uses that information to match an existing transaction, or to create a new expense. Of course, users should keep receipts for audit purposes. But, thanks to QBSE, managing receipts is now a snap.
  2. Putting a Logo on a QuickBooks Self-Employed Invoice: QuickBooks is helping you strengthen your company brand. QuickBooks Self-Employed users can now upload their company logo to invoices sent to their clients. Just click on Work Info in the Invoicing tab to upload an image of your logo. Your invoices will look more personalized and professional.

ApplePay Feature for Accountants

Nobody likes chasing payments or waiting to be paid. Now, QuickBooks is taking the pain out of getting paid with a dedicated ApplePay feature for accountants. Invoices can now be paid with ApplePay anytime, anywhere, and from any device, with just a finger touch. ApplePay appears as a payment mark on invoices, giving clients a fast and convenient way to pay. That’s good news for you: you’ll get paid faster and enjoy better cash flow.

Coming Soon: Navigation Update For All QBO and QBOA Users

Here’s a peek at what’s scheduled to come this spring. Your clients want to easily navigate their accounting systems – to quickly see customer lists and sales transactions, match vendors with related expenses, and instantly review banking transactions.

We listened to our users, and we’ll soon be introducing a number of helpful navigation improvements for QuickBooks Online. Here’s a peek at what’s coming in the next few weeks:

  • Banking will move to the top of the Navigation bar, so that clients can jump right into Banking without hunting. Bank Rules will also get its own tab.
  • All sales-related activities will be managed on a single “Sales” tab, from finding customers to handling products and services.
  • A new Invoice tab tracks when invoices are viewed, paid and overdue.
  • A single new Invoices tab handles all spending-related tasks, including vendors, with no jumping back and forth.
  • Our new Accounting tab lets users quickly and easily find the Chart of Accounts, Registers and Reconcile functions.
  • The page will be renamed from “Home” to “Dashboard” – just the name will change; all of the data will still be there.

These changes will help your clients find things faster … and that’s good news for any business!

TSheets Time Tracking Inside QuickBooks Online

You know – and your clients tell you – that tracking employee time is crucial to any business, and key to reliable payroll, billing and invoicing. However, managing time traditionally required manual processing, often leading to invoice problems and costly payroll errors.

Intuit has solved the time tracking puzzle by integrating TSheets Time Tracking inside QBO. The result? A faster, simpler and more accurate way for your clients to track and manage employee time.

With TSheets now available directly in QBO, managing time has never been easier in QuickBooks. Just click on the “Approve Time” in QuickBooks and say goodbye to manual entry. Then, easily review, manage and approve timesheets. Changes automatically sync with the client’s TSheets account, so the data is always accurate. Mobile time tracking with GPS reports employee location, time and status.

With TSheets/QBO integration, your clients can:

  • Track billable time for customers, jobs, classes, service items and employees.
  • Directly invoice customer billable times immediately after time approval.
  • Manage jobs and shifts, and inform employees with text, email or push notifications.
  • Eliminate paper time cards and error-prone manual data entry.
  • Bill up to 20 percent more thanks to more accurate time tracking.
  • Gain real insight into job costs and profitability.

Keep track of what’s important! If you and/or your clients are already TSheets users, you and your clients already have access to this awesome new integration. If not, click here to start a free 14-day trial and sign into QBO, if prompted.

New Filtered Transaction Values

When your clients filter transactions by customer, vendor or other variables, it would be great to see values for all related transactions without pulling out a calculator.

Now, they can, thanks to powerful new filter capabilities in QBO. When they apply a filter on the Customer or Vendor grids, QBO automatically displays the sum of values for the filtered transactions. If transactions go across multiple pages, totals are shown across all pages. Checkboxes allow users to combine or separate specific transactions, and see the resulting sum.

Clients can quickly get a sense for the total transactions for any customer or vendor, or how much a donor has given to charity in the tax year. We are also expanding filter capabilities on the Transactions grid, which will now display totals on all applied filters.