Stay ahead of the curve with everything you need to know about what’s new in QuickBooks.
2023
ProAdvisor recertification
QuickBooks Online annual recertification
Custom report builder
Export PDFs from Custom Report Builder in QuickBooks Online Advanced
Get paid upfront
Accountant view-only access to clients’ Get Paid Upfront transactions
Time / Contractor payments
Add Time or Contractor Payments as standalone services for clients in QuickBooks Online Accountant
943 filing
943 filing for all existing QuickBooks Online Payroll customers
Reactivation
Seamless reactivation in QuickBooks Online Payments
Employee documents
Manage employee documents, right in QuickBooks
Contractor W-9
Track contractor W-9 info
Automatic deductions
Set automatic deductions and contributions for employees based on hours worked in QuickBooks Payroll
Shopify
A new partnership between Shopify POS and QuickBooks Desktop
Developer pilot program
Intuit developer growth program expands pilot
Comparison charts
Make comparison charts in QuickBooks Online Advanced
Apps
Apps in QuickBooks Online Accountant client view
Inactive client removal
Enable client disconnection from client list
Spreadsheet sync
Powerful multi-company reporting with Spreadsheet Sync in QuickBooks Online Advanced
Reporting
Setting email schedules for standard and custom reports in QuickBooks Online Advanced
Latest features
The latest and greatest features in QuickBooks Online Advanced
Planning
Coming soon: Planning and budgeting in QuickBooks Online
Migration
An easier way to migrate to QuickBooks Online Payroll
Paid Family and Medical Leave
Migrating Paid Family and Medical Leave (PFML) setup from QuickBooks Desktop Payroll
Payments dispute protection
New: QuickBooks Payments dispute protection
Instant deposit
Updates to QuickBooks instant deposit
Recurring payments and invoices
Recurring invoices and payments now available in all QuickBooks Online plans
Check deposits
Attach invoices to check deposits in QuickBooks Checking
Mac compatible
The QuickBooks Online app now supports Mac and Windows
Training & Certification
QuickBooks Online Product Training & Certification Bootcamp
Migration assistance
Migration to QuickBooks Online now includes more payroll data
Migration assistance
How to help clients using QuickBooks Desktop 2020 before it’s discontinued in May 2023
Reports
Account roll-ups in QuickBooks Online Advanced reports
NSF hold status
Accountants’ “NSF hold” status will no longer affect clients
Migration assistance
Migration corner: Moving from QuickBooks Desktop to QuickBooks Online
Banking
Match transactions from foreign currency bank accounts in QuickBooks Online Banking
Banking
Batch-edit your clients’ auto-add bank rules
Adding payroll
Add payroll for clients from QuickBooks Online Accountant
QuickBooks Time
Guided QuickBooks Time setup for QuickBooks Online Payroll customers
Mobile check deposit
Mobile check deposit is now available for Android Users in QuickBooks Checking
Your Feedback in Action: Edition 3
Product improvements, updates, and changes based on your feedback
QuickBooks community
QuickBooks Business Network is almost here
Recurring payments
Automate recurring payments in QuickBooks Online
QuickBooks Cloud access
Work from anywhere with cloud access to QuickBooks Enterprise
QuickBooks Revenue share
Introducing the ProAdvisor Preferred Pricing revenue share program
QuickBooks Reclassify
Changes to the reclassify feature in QuickBooks Online Accountant
QuickBooks Pivot tables
Integrated pivot tables in QuickBooks Online Advanced custom reports
W-2 forms
W-2s now available in the Payroll Tax Center
Get organized
Intuit Practice Management
Improved tax features
Navigate tax returns in ProConnect™ Tax with these new smart features
Desktop migration
Move to QuickBooks Online to better serve your business and your clients
PandaDoc
PandaDoc: Document customizing, e-sign & management tool for QuickBooks Online Advanced users
Dataswitcher
Benefits of moving data with Dataswitcher
Audit log
Audit log data retention increased to 7 years
2022
ProAdvisor training
Redesigned ProAdvisor training portal
Auto-add rules
Updated auto-add rules lead to fewer duplicates
Payee info
Automatically apply payee info to your bank transactions
QuickBooks community
Coming soon: Accounts Payable automation powered by the QuickBooks Business Network
QuickBooks Time
Coming soon: Add QuickBooks Time for clients from QuickBooks Online Accountant
Direct accountant support
Contact accountant support for QuickBooks Time
Revenue recognition
QuickBooks Online Advanced automates revenue recognition
Estimates vs Actuals
Estimates vs. Actuals in QuickBooks Online Advanced
PayPal and Venmo
New! PayPal and Venmo accepted right in QuickBooks Payments
Developer pilot program
Intuit developer growth pilot program
Sales tax
Automated sales tax item category recommendations
Migration assistance
Migration Corner: QuickBooks Desktop to QuickBooks Online
Chart View
Create data visualizations with Chart view
Read-only access
Accountant read-only access to clients’ QuickBooks Checking accounts
Health insurance
Enroll in health insurance by Dec, 15, 2022 to prepare for the new year
Guideline 401K
Attach a Guideline 401(k) to QuickBooks Online Payroll and get the first 3 months free
Workforce
Employee edits in QuickBooks Workforce
Commerce
Now available: Commerce accounting in QuickBooks Online
Custom reports scheduling
Custom reports scheduling in QuickBooks Online Advanced
Contractor payments
QuickBooks contractor payments
Adding tips
Now available: Option to add tips to invoices in QuickBooks Online
Insurance
QuickBooks Insurance for your practice and for your clients
Desktop migration assistance
Personalized migration assistance to QuickBooks Online
Multi-company discount
Multi-company discount in QuickBooks Online
Windows 8.1
QuickBooks Desktop will stop supporting Windows 8.1 in 2023
Migration tool
QuickBooks Desktop Online migration tool
Books Review
Update to Books Review section in QuickBooks Online Accountant
APY change
Annual Percentage Yield change in QuickBooks Checking
Product updates
New hire reporting/filing for Auto Tax Off in QuickBooks Online Payroll
Paperless
Employee opt-in for paperless in QuickBooks Online Payroll
Bitcoin
Bitcoin buy, sell, hold capability in QuickBooks Online
File management
Intuit Practice Management new feature: File management
Revenue share
Sign up for ProAdvisor Preferred Pricing revenue share
Document management
Improved document management in QuickBooks Online Accountant
Reorder reports
Reorder reports in QuickBooks Online Accountant
Configurable dashboard
Customize your business overview dashboard in QuickBooks Online
Left navigation menu update
Newly customizable left navigation menu in QuickBooks Online
Add Payroll
Updated Add Payroll experience in QuickBooks Online Accountant
Multifactor authentication
QuickBooks Online Payroll now includes multifactor authentication for added security
Chart of accounts update
Improved experience when creating new accounts in the chart of accounts
Mailchimp
New Mailchimp benefits for ProAdvisors
Automatic matching
Upgraded features with automatic matching for QuickBooks Payments
Tax Form 943
QuickBooks Payroll support of tax Form 943
Intuit Tax Advisor
Coming soon: Intuit Tax Advisor
Auto-import check image
Check image auto-import feature in QuickBooks Online
Knowify Connector
Knowify Connector in QuickBooks Online Advanced
Custom report builder
Formatted exports in Custom Report Builder with QuickBooks Online Advanced
Multi-factor authentication
Coming soon: Multi-factor authentication for QuickBooks Desktop Payroll
Notes mentions
New Notes mentions feature in QuickBooks Online Accountant
Recertification
QuickBooks Online annual recertification
Checking
Checks deposited with QuickBooks Checking can be viewed when you’re bookkeeping
Migration assistance
Free webinars: Moving to QuickBooks Online and more
Shared documents
Shared documents enhancements for accountants
Intuit Link
Save time in ProConnect with Intuit Link
Spreadsheet Sync
Spreadsheet Sync for QuickBooks Online Advanced
Centage Planning Maestro
Integrate Centage Planning Maestro with QuickBooks Online Advanced
Early Pay
Boost your team’s financial wellness with QuickBooks Early Pay
Connect to Square
Switch to the Connect to Square app
Washington State Unemployment Insurance
Washington State Unemployment Insurance (SUI) rate change capability
QuickBooks community
QuickBooks Business Network is almost here
Recurring payments
Automate recurring payments in QuickBooks Online
QuickBooks Cloud access
Work from anywhere with cloud access to QuickBooks Enterprise
QuickBooks Revenue share
Introducing the ProAdvisor Preferred Pricing revenue share program
QuickBooks Reclassify
Changes to the reclassify feature in QuickBooks Online Accountant
QuickBooks Pivot tables
Integrated pivot tables in QuickBooks Online Advanced custom reports
W-2 forms
W-2s now available in the Payroll Tax Center
Get organized
Intuit Practice Management
Improved tax features
Navigate tax returns in ProConnect™ Tax with these new smart features
Desktop migration
Move to QuickBooks Online to better serve your business and your clients
PandaDoc
PandaDoc: Document customizing, e-sign & management tool for QuickBooks Online Advanced users
Dataswitcher
Benefits of moving data with Dataswitcher
Audit log
Audit log data retention increased to 7 years
2021
Get Paid Upfront
A new invoice financing product from QuickBooks Capital
E-commerce integration
QuickBooks Desktop e-commerce integration powered by Webgility
Vendor bills
New QuickBooks Desktop feature: Pay vendor bills online
Onboarding new employees
Onboard new employees to QuickBooks Time with a unique company code
Mailchimp
Mailchimp app for QuickBooks Online
Sales Tax
Get organized and stay compliant with sales tax filing.
Month-end review
Books Review: Your new end-to-end bookkeeping workflow
New features
New Transaction Collaboration feature, and upgrades to Client Requests and Note
New app
QuickBooks Online app for Windows
Employee expense management
New feature: Employee Expense Management, available only in QuickBooks Online Advanced
Webinar invitation
Real-Time Accounting CPE webinar
Workshop invitation
Intuit scholarship: Free Power Day workshop by Woodard
Left navigation
QuickBooks Online left navigation menu test
New Search tool
Search enhancements for QuickBooks Desktop migrators
Multi-company reports
New multi-company reports tab in QuickBooks Online Advanced
Tasks
Add attachments to tasks in QuickBooks Online Advanced
Pay schedules
Auto Payroll now supports multiple pay schedules
Employee tax settings
QuickBooks Online Payroll: Flexibility for employee tax settings
Paycheck corrections
Paycheck corrections in QuickBooks Online Payroll
Payroll certification
New QuickBooks Online Payroll certification
Smart Insights
Smart Insights in performance center for QuickBooks Online Advanced
Bill approval
Changes coming to bill approval workflows in QuickBooks Online Advanced
Square app integration
New Connect to Square app for QuickBooks Online
Estimates and invoices
Changes coming to estimates and invoices in QuickBooks Online
Trips
Trips feature in QuickBooks Online available to all admin types
ProAdvisor training
New ProAdvisor training on QuickBooks Time
Bill approval
Bill approval workflows in QuickBooks Online Advanced
Custom role preview
Custom role preview in QuickBooks Online Advanced
Desktop role migration
Desktop role migration in QuickBooks Online Advanced
Employee onboarding and flexible setup
QuickBooks Online Payroll employee onboarding and flexible setup
Custom reports
Custom report builder in QuickBooks Online Advanced
Wallet integration
Improved payment accounts retrieval across QuickBooks Online products with Wallet integration
Self-migrate feature
Self-migrate out for firm-billed subscriptions
Auto Payroll
Expanded Auto Payroll in QuickBooks Online Payroll
Payroll Tax Center
Improvements to the Payroll Tax Center
Recurring tasks
Recurring tasks in QuickBooks Online Advanced
Payroll insights
Get insights on payroll status in QuickBooks Online Accountant
Contractor Payments
Contractor Payments add-on in QuickBooks Online Accountant
New payroll pricing option
Stand-alone QuickBooks Online Payroll for firm-billed clients coming soon
Recertification
QuickBooks Online Accountant annual recertification
Salesforce
QuickBooks Enterprise Salesforce CRM Connector
Month-end review
Month-end review enhancements in QuickBooks Online
QuickBooks QuickBooks Checking
Coming soon: QuickBooks Checking in QuickBooks Online Accountant
QuickBooks Time tracking
What’s new with time tracking
QuickBooks Custom reminders
Addition of custom reminders to Workflows
QuickBooks Docusign
DocuSign integration with QuickBooks Online Advanced
QuickBooks Business growth
Discover how QuickBooks Enterprise can grow with you
Advanced
QuickBooks Online Advanced coming soon to QuickBooks Online Accountant
Invoices
Discover how QuickBooks Enterprise can grow with you
Chart of accounts
New chart of accounts experience for service-based sole proprietors
Cash Flow Center
Cash Flow Center improvements in QuickBooks Checking
Mobile receipt capture
QuickBooks mobile receipt capture categorization
Improved search tool
Simplified search in QuickBooks Online Accountant
Improved search tool
Simplified search in QuickBooks Online Accountant
Training
Advisory training for ProAdvisors
Statement auto-import
Wells Fargo now supported in Statement Auto-Import
Contractor Payments
Contractor Payments upgrade to Payroll
In product terminology change
Terminology change: “Master admin” to “Primary admin”
Two-tab dashboard
Get more done with the new two-tab dashboard format
1099 e-filing
Free 1099 e-filing for QuickBooks Online Payroll subscribers
Custom sales role by location
Custom sales role by location now available
Custom fields
Edit custom fields while editing invoices in batch mode
Work locations
Add or change work location inside QuickBooks Online Payroll
Overtime
Automated overtime recommendations in QuickBooks Online Payroll
Monitor credit scores
Building business credit
Seamless data import
Import data from Google Sheets
2020
2019
TOPICS:
QuickBooks In the Know
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