QuickBooks is releasing its changes for the year 2020.  These improvements are available in Canada, the United States and the UK.

Payments

Everyone likes to get paid.  QuickBooks is trying to make it happen quicker.

  • Reminders – This will let you create reminder emails. In fact, you can customize them for the lateness of the payment. It will let you review the invoices before they are sent and, even better, let you see when they are opened. You can follow the entire path from sent date through payment receipt.

  • Purchase Order Number – If you want, you can insert the purchase order number into the subject line of the email that shoots out the invoice. This is a convenience for the customer as well as for you to make locating a specific invoice easier.

  • Combining Emails – You have a customer that is way behind in payments. The update will let you combine those non-payments into a “combine forms” single transmission with the subject of “Transactions from [your company name]”. This is not yet available for any customer other than non-payments.

  • Payroll – You have the option to view the payroll status to see if it was transmitted on time and if it is in process. Employees can also check on whether their pay has been direct deposited yet.

There are other improvements, but are available only to U.S. users.

  • Collapsing – Instead of a single button to expand or collapse, you now have two: one for columns and one for rows.

  • Help – The search help feature has been improved to provide a list of the more frequent searches. If that is not sufficient, you can access the Community, request a call back, or opt for a chat.

  • Upgrades – If you want another version, you can upgrade inside QuickBooks. They have QuickBooks Solution Providers (QSP) who will gladly help.

  • After Upgrade – It is now easier to locate your company file after you have upgraded.

  • Direct Deposit – You can now check on the status inside QuickBooks

Administration

They have improved the reset of your Admin Password by eliminating that long list of data.  It can now be handled through a drop down menu and entering the code you received.

Enterprise Platinum

  • Landed Cost – Inventory items can include ancillary charges like shipping. It can now be added to the cost of the inventory, so when it is sold, you have accurate numbers.

  • Vendors – Managing vendors now includes both contact information and costs, so you can show additional vendors for items. This is available for both Canada and the U.S.

  • Express Pick Pack – You can give the same person both picking and packing assignments.

QuickBooks has a toll-free support service telephone number if you have any questions. 

Contact your Accountants today click on this link —> https://capexcpa.com/contact

- The Capex Team