QuickBooks Online updates inspired by accountants—December 2023
Your Feedback In Action

QuickBooks Online updates inspired by accountants—December 2023

Your Feedback in Action is a regular update on product improvements specifically driven by feedback from the accountant community.













Here are the improvements we are making to several products, all based on your feedback and input. We are improving access to payment links for accountants, redesigning the process for adding clients, adding balance sheet budgeting to QuickBooks Online Plus, and much more!

QuickBooks Online Accountant updates



Payment links for efficient payments

QuickBooks Online updates inspired by accountants—December 2023

Add Client Redesign coming soon

QuickBooks Online updates inspired by accountants—December 2023

Inline edit in Books Review coming soon

QuickBooks Online updates inspired by accountants—December 2023

QuickBooks Online updates




What’s New alerts In product

QuickBooks Online updates inspired by accountants—December 2023
QuickBooks Online updates inspired by accountants—December 2023

New Invoice editable address

QuickBooks Online updates inspired by accountants—December 2023

Modern View reports launches compact viewing modes

QuickBooks Online updates inspired by accountants—December 2023

QuickBooks Online Advanced updates


New user access and permissions for Expense Transaction Tasks

QuickBooks Online updates inspired by accountants—December 2023

Custom Report Builder launched header, footer, and number customizations

QuickBooks Online updates inspired by accountants—December 2023

QuickBooks Online Payroll updates


Pay Items Bulk Assignments in Payroll Item Managements

QuickBooks Online updates inspired by accountants—December 2023

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Important Reminders:

  • QuickBooks Ledger has launched! Learn more about this new cost-effective QuickBooks Online plan for year-end and tax-only clients exclusively for QuickBooks ProAdvisors.
  • Reminder, with QuickBooks Essentials, we’re ending support for the old invoices layout and moving to the New Invoice layout this month. With only one invoice layout to support, we can focus on more improvements and enhancements.
  • We’re currently testing a few new search bar experiences, you may see a different experience at this time.
  • Coming soon to all, we’re in the process of converging Get Things Done and Business Overview into a single, unified homepage, providing customers with an overview of how their business is doing and what tasks they need to tackle in their current session all on one dashboard.
  • Coming soon Cash Flow widget will now be available in the Accountant View Business Overview dashboard so you can access and manage it easily.
  • Modern View reports will gradually start to replace old reports beginning in 2024. Learn more
  • Stay up to date with key QuickBooks Bill Pay dates and releases
  • Give your account an extra layer of protection. Update your account today with a valid phone number and turn on two-step verification. You can also set up an authenticator app. Learn more.
  • New 1099 flow has launched, learn more about the changes. 

We’re grateful for your partnership and encourage you to share your thoughts and suggestions as we continue to improve the products and services across the QuickBooks platform. Please leave feedback or comments for us here.

View all editions of Your Feedback in Action here.

Ted

Follow Ted on LinkedIn, Twitter @_tedcallahan

*QuickBooks Payroll & Contractor Payments: Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services, subject to eligibility criteria, credit and application approval. For more information about Intuit Payments Inc.'s money transmission licenses, please visit https://www.intuit.com/legal/licenses/payment-licenses/.

*QuickBooks Time integrates with QuickBooks Online ("QBO"), QuickBooks Online Payroll ("Payroll") and QuickBooks Desktop ("Desktop"). Requires an active QBO, Payroll or Desktop account. Additional terms, conditions and fees may apply.

*This information is intended to outline general product direction, but represents no obligation and should not be relied on in making a purchasing decision. Additional terms, conditions and fees may apply with certain features and functionality. Eligibility criteria may apply. Product offers, features, functionality are subject to change without notice.


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