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The new app is a free add-on for all QuickBooks Online Advanced users. With multi-tab and company switcher features, the app is also stabilized for power users spending several hours every week on QuickBooks Online. The QuickBooks Online Advanced app offers smarter navigation and enhancements that can speed up your workflow. In a nutshell: The QuickBooks Online Advanced app for Microsoft Windows is now available for download, and includes feature and performance improvements. Learn more QuickBooks Online Advanced app for Windows The updated Notes feature lets you create threaded notes with rich text formatting, so that you can collaborate seamlessly with your team and share visibility on important details. Access client requests from any tab within Books Review. The updated Client Request feature allows you to view and send requests from your clients’ books, ensuring all information is at your fingertips, right within your workflow. You’ll receive a notification and can review the added information within Books Review. Simply send your client a request for missing transaction-level details within QuickBooks Online, and they can enter the information right in QuickBooks. Transaction Collaboration lets you request missing transaction-level information from Transaction Review in the Books Review workflow. In a nutshell: We’ve reimagined how you capture missing information from your clients and collaborate seamlessly with your team, all without leaving QuickBooks. Learn more New Transaction Collaboration feature, and upgrades to Client Requests and Note Plus, the reports you create with Wrap-up can empower you to advise and guide your clients in strategic business decisions. Wrap-up lets you prepare and send a report package to your client and close their books, setting them up for another successful month-end review. In addition, you can make adjustments to the opening balance, and sort out issues like disconnected bank accounts and duplicate charts of accounts. Setup also makes it easier to review and adjust company settings. Setup helps you take the first step to delivering high-quality books and prevents rework during cleanup and monthly bookkeeping. In a nutshell: We’re expanding the Month-end review bookkeeping workflow to include Setup and Wrap-up, and renaming it to Books Review.
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This new integration cuts down manual data inputs, helping you work more efficiently so that you can focus on running your business. How it works: Sync your QuickBooks contacts and corresponding financial data into Mailchimp, where you can create segments, utilize automations, and personalize campaigns that help reach new and existing customers. Currently in beta testing, this app is the first joint effort of QuickBooks and Mailchimp, with more to come. In a nutshell: The Mailchimp app for QuickBooks Online is a one-way sync that imports contacts and revenue data from QuickBooks into Mailchimp. Intuit® scholarship: Free Power Day workshop by Woodard Mailchimp app for QuickBooks Online
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Real-Time Accounting CPE webinar – Moving online: What’s in it for you and your clients, and how to get there New feature: Employee Expense Management, available only in QuickBooks Online Advanced
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QuickBooks Online Advanced app for Windows New Transaction Collaboration feature, and upgrades to Client Requests and Notes
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What’s new in Novemberīooks Review: Your new end-to-end bookkeeping workflow New! Share QuickBooks updates with your clients – send them this link for QuickBooks Innovations. Now, let’s check out the QuickBooks updates that can help you do more for your clients. We asked business owners to share their experiences working with accountants, and it’s easy to see why they appreciate everything you do to make their dreams come true. But as we celebrate International Accounting Day this month, we’d like to give some extra praise to all accountants out there. At QuickBooks®, we toast our accountant partners all year long.