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Intuit has announced changes to QuickBooks Desktop for QuickBooks Desktop Enterprise has been a subscription offering for a few years. Crypto thieves are shifting tactics, moving from scamming to outright theft as a result of market changes.
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Practice Management. Follow Us In Real Time twitter facebook linkedin. Close extra sharing options. How to find it: From the top right, on the menu bar, select Discovery Hub. Features: Simply a preview of new features included with the release of QuickBooks Desktop Plus How to find it: Users will only be able to install QuickBooks Desktop on computers running bit Windows.
To confirm the successful installation of bit, launch QuickBooks Desktop. Using a Windows keyboard, select the F2 key. The Product Information window displays. Features: This means that QuickBooks Desktop is quicker. This enhanced bit power helps the software to stay compliant with modern operating system standards and helps maintain third-party integrations by using a preferred developer infrastructure.
Optionally, from a displayed vendor bill, select Schedule Online Payment from the top right of the main ribbon. Note: If paying a vendor bill with a payment type that includes a separate processing fee, QuickBooks will create a vendor named Melio, and these charges will be added as a vendor bill. As the charges are deducted from your funding source, QuickBooks will record the fee bill as paid.
Optionally, on demand, users can select Sync Online Bill Payments from the menu bar to sync these details with the QuickBooks Company file. Features: Users can schedule vendor payments online from within QuickBooks. Assign a specific day for the payment to be processed and sent. QuickBooks users can choose to pay their vendor bills by ACH, debit or credit card. Separately, they can choose how their vendor will receive the payment — as a deposit in their bank account ACH or as a paper check.
Vendor payment details are securely recorded with Melio and not in the QuickBooks Desktop Company file. Once the payment is processed, QuickBooks marks the bill as paid, for visual confirmation. Take a look at this video on how to pay bills online with QuickBooks Desktop. Features: Users can manage cash flow by defining a customizable approval process for vendor bills received.
They can delegate accounts payable tasks backed by an established bill approval process before a vendor bill can be processed for payment.
The dashboard organizes those bills that require specific approval before being paid. Both the accounts payable clerk and selected approvers receive emails, keeping them informed of the status of vendor bills. For a video on how to set up custom bill approval workflows, click here. Optionally, from a displayed vendor bill payment transaction, on the formatting ribbon select Manage Templates.
Features: Users can email customizable bill payment stubs to vendors and modify the bill payment stub to include their business logo, along with details of the payment made in QuickBooks. How to find it: From a mobile device, log into the QuickBooks Desktop app and select Document, then follow the prompts. Features: Users can snap a picture of a document with the free QuickBooks Desktop mobile app, or optionally scan documents into the QuickBooks Desktop Attachment Center.
Attach these documents to transactions or records to avoid the need to keep paper copies. Select the customer record for which you want to create multiple email addresses. How to find it: Available as an add-on for an additional fee. Features: This is for QuickBooks Desktop users with an online storefront presence.
Webgility integrates with QuickBooks Desktop to simplify e-commerce management. Users can select from three packages — Core, Classic and Deluxe. This add-on provides a e-commerce integration with online stores including Shopify, WooCommerce, Big Commerce, Magento and online marketplaces like eBay, Amazon and Walmart.
Users can add new product listings and update inventory management details for their channels. Email the link to customers for them to process the payment without having to receive an invoice. Users can track the payment links sent in QuickBooks. When the payment is received, QuickBooks will record the payment as an unapplied customer credit in the Accounts Receivable account. There are multiple access points in QuickBooks Desktop.
Setup requires only debit card details and a one-time verification. Features: Merchant payments can be deposited into the business bank account. Users can review the Instant Deposit details available balance, connected debit card, fees, etc. How to find it: When processing payroll with an active Assisted Payroll subscription.
Features: Businesses can pay employees and keep funds for longer in the business bank account; process payroll any time before 5 p. PT the day before payday. Businesses will now have access to the following through QuickBooks Desktop Mac Plus: Access to the latest version, with the most up-to-date features, security patches, and support for third-party operating system changes; Unlimited customer support; Data recovery; and, Time-saving and money management features.
Unlimited customer support Users have access to live customer support through messaging and call-back options, at no additional cost. Improved bank feeds Users can automatically categorize bank transactions with more details by using enhanced rules, batch editing and improved matching. Receipt management Users can automate regularly sent statement emails tailored to different customer needs. Automatically send customer statements Automate the process of creating statement reminders to send to clients.
Apple silicon processor compatibility QuickBooks Desktop is now optimized to work with legacy Intel processor-based Macs as well as the latest Apple Silicon processor-based Macs. Create customer groups Users can create rule-based customer groups based on fields like customer type, status, location and balance, to better manage and communicate with customers.
Transaction improvements Users can manage transaction details by referencing reconciliation status and with one-click export to Microsoft Excel.
Collapse report columns and rows Hide columns and rows to see totals in reports with jobs and classes. Ranica Arrowsmith. Technology Editor, Accounting Today twitter mailto linkedin.
Tags Technology Intuit. IRS pledges not to use extra funding to audit lower-income taxpayers. By Michael Cohn. Congress sends bipartisan letter urging IRS to address backlog. By Juliette Gaudemer. Accounting education. The 10 accounting students will receive free access to the company's CPA exam review course.
By Chris Gaetano. Study: People value information as much as they do material objects.
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