QuickBooks Online News August 2016


QuickBooks Online is moving forwards in leaps and bounds with many product enhancements over the past couple of months.



Attachments for Customers and Suppliers

You can already add attachments to most transactions in QuickBooks Online.  These transactions include; quotes, invoices, expenses, bills and even directly from QuickBooks Online banking feeds.  With the latest 2016 upgrade, you can now attach files to Customer and Suppliers to keep track of important information, contact details, photos, receipts, terms & conditions and contracts.  Cool feature!

Copy Estimate to Quote (QuickBooks Online Plus Only)

You can now copy and an estimate to a purchase order which will save you time by no longer having to manually creating a purchase order once the quote has been accepted.

Click here for more information

New Auto Add Bank Rules

A new Auto-add Bank Rules feature has just made our lives easier! We can now create rules that automatically accept bank feed transactions into QuickBooks Online. This is a huge time-saver.  It’s best suited to (but not restricted to) simple transactions such as bank charges and monthly fees, monthly loan or mortgage payments, fuel expenses, and so on.

Click here for more information

Access the Improved QuickBooks Online Reports

Click here to go through a step-by-step guide on how to get the most out of the new QuickBooks Online Reports. 

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