Updated: Sep 9
Learn what’s included in the QuickBooks Desktop 2021 release to see how it can best serve your business:
Use payment reminders to schedule statements for your customers or let them know when they have invoices they still need to pay you for. Here’s how to create automated payment reminders.
Enter your expense receipts easier and faster with receipt management. Give users access to upload expense receipts to QuickBooks by either using the mobile app or directly from your computer. Learn how to set up and use receipt management.
Create customized templates for all your forms, including invoices, sales receipts, estimates, statements, and purchase orders, to control how they look and what information to include. See how to use and customize form templates.
Data Level Permission in QuickBooks Enterprise
Data level permissions is a new feature in QuickBooks Enterprise 21.0 that gives restricted access for your users and roles created. This makes it so the admin can create users and roles with access permissions at record level for customers and vendors. Here’s how to create data level permissions.
Create Customer Groups
Creating customer groups allows you to find all customers that match certain criteria for things like location, customer type, or the customer’s status. Then you can create automated statements, send payment reminders, or create mailing lists for specific groups of customers.
In QuickBooks Desktop Enterprise, you can use them to define permissions and access at customer and vendor group level.
Improved Bank Feeds
Advanced online banking is a new way for you to be able to review your bank transactions, match them to the existing ones in your books or quickly add new ones. Here’s how to get started with advanced bank feeds.
Would you like an assessment to see which QuickBooks is right for your business? Reach out to us today for a consultation.