QuickBooks Online New Features and Improvements – February 2018

QuickBooks Online New Features and Improvements – February 2018

It’s February, that in-between time when the holiday fun is over and it’s not yet spring. For some of us, this is the season to take a vacation to somewhere tropical to get warm in the sun, or head to the mountains and cruise down the ski slopes. Even in busy tax season, QuickBooks® Online Accountant and QuickBooks Online allow you to work from anywhere so you can squeeze in some fun time. Here are the latest product updates for you and your clients.

What’s New

New! Simplify Tax Time With New Reports in QuickBooks Online

To make tax time easier, we’ve expanded the reports available in QuickBooks Online. Now included in Simple Start – Trial Balance and General Ledger reports! As these reports are necessary for conducting audits and filing taxes, we’ve made them available in all three versions of QuickBooks Online. Additionally, recently launched 1099 Transaction Detail Report will help business owners better manage tax season with their contractor and freelance workforce. This report gives users visibility into all the information that’s needed to file a 1099.

At a glance, users will be able to see each service provider and his or her associated transactions, if the 1099 threshold has been met, and if all the information needed to file a 1099 has been captured and is correct including the individual’s tax ID. Being able to see all this information in one report will expedite tax prep and enable your clients to get back to running their business.

New! QuickBooks Invoicing for Gmail 

With QuickBooks Invoicing for Gmail it’s easier than ever to invoice customers! For your clients who use Gmail, they no longer need to jump between email and QuickBooks Online to create an invoice. Users can send professional, customized invoices within Gmail and offer easy online payment options. All their current customers, products, services, and invoices show up in Gmail, and any invoices they create in Gmail will be saved in QuickBooks Online, too. Everything stays up to date without the extra work! It’s also easy to track when the invoice was sent, viewed, paid and deposited. QuickBooks Invoicing for Gmail allows users to invoice as part of their daily workflow. That way your clients can spend more time making money and less time tracking it. Learn more

New! Expanded Service Listing for Find-a-ProAdvisor® in QuickBooks Online Accountant
In our continued efforts to help you grow your practice, we have made another enhancement to the ProAdvisor profile page. We increased the number of services you can select by adding much-requested options. This enables ProAdvisors to more accurately represent their practices, and connect with the right small businesses and individuals looking for an accounting pro. If you are a Certified ProAdvisor, be sure to review and update your services in your profile in QuickBooks Online Accountant.

That’s all for now! We have some exciting new features launching in the coming months. Be sure to check back in March to get a sneak peek.

This information is intended to outline our general product direction, but represents no obligation and should not be relied on in making a purchasing decision.