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QuickBooks Online – Newest Features

I have to admit – I was never a fan of QuickBooks online. Recently, Intuit has been making some pretty good changes that have started to convert me.  One of the nicer things about QuickBooks online, is you don’t have to wait for a new year for new features.  Because it’s an internet based program, Intuit releases new features all the time throughout the year.  Here is a list of the most recent new features:

Add attachments to Sales Transactions
Now you can add attachments to sales transactions and send them to your customers.  You can do it right from the transaction itself and even drag and drop the files into that transaction.

1099s & 1096
Now you can print 1099 and 1096 forms from QuickBooks online.  Go to the Vendor list, click the blue button that says “Prepare 1099 Misc Forms.”

Reports Enhancements
Reconciliation reports now shows uncleared checks and deposits.
You now have the option to delete memorized reports for all users.
Report basis has been moved to the top right corner of the screen.


QuickBooks Online Accountant
With this new version, you can gain access to all of your client’s company files and keep everything organized.  Here are the features that are specific to Online Accountant:
Batch Reclassify
Undo reconcile
Batch write off invoices
Adjusting Journal Entries
Voided/Deleted Transactions report
Adjusted Trial Balance


As always, give us a call if you have any questions!  Happy Holidays everyone!

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