QuickBooks Online new features and improvements—May 2022

QuickBooks Online new features and improvements—May 2022

Register today: In-the-Know Webinar

ONLINE EVENT
June 23, 2022 at 11AM PST

Learn about the new ProAdvisor Mailchimp Benefit, Intuit Tax Advisory in ProConnect Tax, and Quickbooks Payroll support of tax form 943.

Reserve your spot

May we remind you it’s time for your annual recertification? This month also brings enhancements that improve collaboration and help keep your workflow smooth.

New! Share QuickBooks® updates with your clients—send them this link for QuickBooks Innovations.

What’s new in May

New Notes mentions feature in QuickBooks Online Accountant

QuickBooks Online annual recertification

Checks deposited with QuickBooks Checking can be viewed when you’re bookkeeping

Free webinars: Moving to QuickBooks Online and more

New Notes mentions feature in QuickBooks Online Accountant

In a nutshell: You can now tag team members in Notes created in QuickBooks Online Accountant. When a person is @ mentioned, they’ll receive a notification that a note needs their review.

Drafting an email or using chat to share relevant information with your client or team member can interrupt your workflow. With Notes mentions, you can alert people of notes that contain information relevant to them. Notes mentions join previously released enhancements such as threaded note, private note, and Rich Text Format, so you can keep track of important details with minimal effort. Learn more

Notes in QBOA

QuickBooks Online annual recertification

In a nutshell: Recertification training has been updated to include the latest features in QuickBooks Online Accountant and QuickBooks Online, so you can keep your skills sharp and maintain your certification status for another year.

Annual recertification is one of the best ways we keep ProAdvisors® up to date with what’s happened in the product since their last exam. If you passed your recertification last summer or took the full certification before Nov. 2021, you’ll need to take this year’s recertification. For 2022, you’ll be able to recertify between April 26 and June 30. Learn more

recert_2022

Checks deposited with QuickBooks Checking can be viewed when you’re bookkeeping

In a nutshell: QuickBooks Checking customers who deposit a check using mobile check deposit* can view an image of the check while entering transactions into their books in QuickBooks Online.

Checks deposited into QuickBooks Checking** can be viewed in QuickBooks Online, making categorization a whole lot easier and bookkeeping, for you, a lot faster.

QuickBooks Checking

Free webinars: Moving to QuickBooks Online and more

In a nutshell: More and more accounting professionals have realized the power of QuickBooks Online to help them better serve clients, grow their business, and free up time. Being able to access clients’ books from anywhere, automate workflows, and collaborate with clients in real time are just a few of the advantages.

This weekly webinar series is tailored to help your clients understand the value and make them more comfortable with moving to QuickBooks Online. Be sure to let your clients know they’re welcome to join! Learn more and register

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*Eligibility requirements apply for mobile remote check deposit

**Product Information

QuickBooks Checking Account opening is subject to identity verification and approval by Green Dot Bank.

QuickBooks and Intuit are a technology company, not a bank. Banking services provided by our partner, Green Dot Bank.

QuickBooks Payments and QuickBooks Checking accounts: Users must apply for both QuickBooks Payments and QuickBooks Checking accounts when bundled. QuickBooks Payments’ Merchant Agreement and QuickBooks Checking account’s Deposit Account Agreement apply.

QuickBooks Checking account: Banking services provided by and the QuickBooks Visa® Debit Card is issued by Green Dot Bank, Member FDIC, pursuant to license from Visa U.S.A., Inc. Green Dot Bank operates under the following registered trade names: GoBank, GO2bank and Bonneville Bank. Registered trade names are used by, and refer to, a single FDIC-insured bank, Green Dot Bank. Deposits under any of these trade names are deposits with Green Dot Bank and are aggregated for deposit insurance coverage up to the allowable limits. Green Dot is a registered trademark of Green Dot Corporation. ©2022 Green Dot Corporation. All rights reserved. QuickBooks products and services, including Instant Deposit, QuickBooks Payments, Cash flow planning / forecasting are not provided by Green Dot Bank.

FDIC insured up to $250,000: QuickBooks Checking Account funds are FDIC-insured up to the allowable limits through Green Dot Bank, Member FDIC upon verification of Cardholder’s identity. Coverage limit is subject to aggregation of all of Cardholder’s funds held on deposit at Green Dot Bank.