What’s new in QuickBooks Online (2018 Releases)

Posted on: December 3rd, 2018 by Judith Mallen No Comments

Banking & Reconciliation

  • Enhancements to Banking functionalities
  • Reference number for Refund Receipt
  • Match split paychecks from Payroll
  • Connect Bank accounts through Chart of Accounts
  • Cleared Date Intelligence when reconciling connected accounts
  • Hide empty payments table on Bank Deposit

Customers and jobs

  • Progress Invoicing
  • Projects

Email and templates

  • New Airy template
  • Redesigned Invoice Email
  • Correct status for emailed invoices
  • Company email address validation

Import and Export

  • New access point for importing CSV bank transactions
  • Import subaccounts

Reports

  • New Reports dashboard
  • Custom Summary Report (QBOA)
  • Bills and Applied Payments & Invoice and Received Payments
  • Updated filter for Vendor Summary report
  • Group by Customer type on Sales by Customer Detail report

Sales Tax

  • Auto Sales Tax

Users and Roles

  • Custom user with access to All areas except Payroll

User Experience

  • Quick access to Audit Trail
  • Void, Delete, and Copy option for all Sales and Expense transactions
  • Better tabbing in browser
  • Consistent Import and Export formats for Customers and Vendors list
  • Fixed column headers
  • Enhanced ability to resize column on invoice
  • Better ghost text in activities box on invoices

If you have any questions about these updates please get in touch with Judith Mallen at [email protected]  

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