September is a month for dynamic change—the kids are back in school, the leaves trade their green for gold, and your team starts its march to the Big Game in February (hey, this has to be the year).
In the spirit of the season, we’re bringing some welcome changes to QuickBooks to add dynamic improvements to your work.
Status update! Direct bank feeds now includes Capital One
Status update: Our direct bank feed update (originally released in June) is now available to Capital One users.
If you’ve been experiencing issues with your feeds, know that we’re currently in the process of rolling out and fine-tuning our update for customers of the following banks:
- Bank of America
- Wells Fargo
In the meantime, reference our FAQ on direct bank feeds to help troubleshoot issues and find answers.
Get a refresher on the details of direct bank feeds here.
New! One-page payroll summaries show you the cost of every employee
In a nutshell: This is has been one of our top requests from small business owners, and we’re thrilled to announce it’s here. You can now get a bird’s-eye view of all your employees’ payroll information on one page—including wages, deductions, and tax data—so you can learn more in less time.
How it works: Access your payroll summary in the Reports tab of QuickBooks Online. You can sort the report by time period, employee type, work location, and other variables. Once you’ve chosen your filters, simply select Run Report to get a fast, clear understanding of each and every employee’s financial impact.
Select a specific line item to see a detailed report for a given employee, including individual paycheck details for the period.
New! 2019 QuickBooks Desktop Pro, Premier, and Enterprise Solutions. Mac is back, too!
In a nutshell: We have a flurry of new and improved features across our family of desktop products—including QuickBooks Desktop Pro/Premier, QuickBooks Desktop Enterprise Solutions, and QuickBooks Desktop for Mac (that’s right, after a three-year hiatus, Mac is back!).
What’s changed: With the latest updates to our desktop products, you and your clients can streamline work and supercharge productivity in an array of new ways:
Pro, Premier & ES:
- Track invoice status at a glance.
- Transfer customer credits across jobs.
- Link checks you’ve written to open bills so your books stay accurate.
- Reduce company file size without deleting data.1
- Share documents on multiple Macs connected through iCloud. 2
- Easily identify and reconcile discrepancies between bank statements and QuickBooks records.
- Import your sales data from Square quickly and easily.2
And that’s just the tip of the iceberg. Read a full breakdown of our 2019 desktop improvements here.
That’s all for now, folks.
Until next time, as always, keep your feet on the ground…and your books in the cloud.
1 File size reduced by Data File Optimization feature reduces file size by removing audit trail of historic transactions and a few tables from the database that are not used or needed by the company file.
2iCloud is a registered trademark of Apple Inc. Apple ID required. QuickBooks Desktop for Mac for use with iCloud requires macOS Sierra, High Sierra, or (when released) Mojave. 5 GB of storage is included at no charge. Users can pay Apple for additional storage by visiting the following URL: https://support.apple.com/en-us/ht201238.
Source: What’s New in QBO: September 2018, QuickBooks Blog
For more information about QuickBooks Online, please visit the QuickBooks Online website.