How do you think Craig can benefit from connecting his bank and credit card accounts to QuickBooks Online? Select all that apply. Show
All of his bank and credit card transactions will sync with QuickBooks Online so he doesn't have to enter them. He can check, categorize, and approve each bank transaction to make sure it's correct so he has full control. All of his bank and credit card transactions will be categorized into his QuickBooks Online automatically so he doesn't have to do anything. It will save him time because it will cut down on the amount of data he needs to enter July is peak barbecue season, and we can’t wait to share what we’ve been cooking up over here. Catch up on sizzling hot news and upgrades while you wait for your grill to work its magic! New! Share QuickBooks updates with your clients—send them this link for QuickBooks innovations. What’s new in JulySign up for ProAdvisor Preferred Pricing revenue share Improved document management in QuickBooks Online Accountant Reorder reports in QuickBooks Online Accountant Customize your business overview dashboard in QuickBooks Online Newly customizable left navigation menu in QuickBooks Online Updated Add Payroll experience in QuickBooks Online Accountant QuickBooks Online Payroll now includes multifactor authentication for added security Improved experience when creating new accounts in the chart of accounts Sign up for ProAdvisor Preferred Pricing revenue shareProAdvisor® Preferred Pricing revenue share is a new billing option available for accountants who are starting clients on QuickBooks® Online and QuickBooks Online Payroll. If you qualify, you can receive 30% of the billed price your client pays each month on new QuickBooks Online or Payroll subscriptions. Save money: Share a 50% 3-month discount with your clients, plus their first month is free. Grow revenue: Receive 30% of the billed price on the base fee and 15% of employee fees for 12 months. Save time: Your client is charged directly, so you spend less time managing subscriptions. Revenue share is now available to all QuickBooks Online accountants in the United States. Learn more Improved document management in QuickBooks Online AccountantIn a nutshell: Streamline document sharing and bookkeeping with improvements to document management and folder structures in QuickBooks Online Accountant. Features:
Reorder reports in QuickBooks Online AccountantReorder reports quickly and easily, right from the Reports page of the Management Report. Benefits:
Customize your business overview dashboard in QuickBooks OnlineIn a nutshell: Starting early August, you’ll be able to customize the business overview dashboard to quickly view the widgets that are most relevant to you. We understand that the way widgets appear on your dashboard impacts the way you work. So to make navigation easier, we’re enabling customization of the dashboard experience, allowing you to reorder and/or resize the insight widgets to your preference. Make it your own:
Dashboard customization is currently unavailable on the mobile app. Newly customizable left navigation menu in QuickBooks OnlineIn a nutshell: Starting this month, QuickBooks Online business view users can customize their left navigation menu to complete tasks faster. By using the customization feature, users can choose to show menu items they want to see in the order of their desired priority, and have quick access to pages they frequently visit. Start tasks with fewer clicks:
Take control of the left navigation menu: Updated Add Payroll experience in QuickBooks Online AccountantIn a nutshell: You’ve had multiple ways to add payroll for your clients. Now, the ability to add payroll for any of your clients is available in the Billing and Subscription section of QuickBooks Online Accountant. This updated experience elevates the value of having an accountant, as your clients will only be able to unlock exclusive offers through you. For your clients, the option to add payroll still exists
through payroll in the left navigation, but without access to accountant discounts. Instead, they’ll be prompted to connect with you (their accountant) for more competitive subscription offers. QuickBooks Online Payroll now includes multifactor authentication for added securityIn a nutshell: Starting this month, multifactor authentication is coming to QuickBooks Online Payroll. Intuit® is committed to securing your information by providing advanced security tools and systems. Multifactor authentication (MFA) is a layer of added security on top of the usual password requirement to verify your identity with a unique, one-time code sent on the phone number associated with your account. You may have already experienced this additional identity verification when signing in or connecting your company bank account to QuickBooks Online. Now, you’ll see this security measure applied to sensitive payroll workflows to further secure financial data and employee identity. Highlights:
You can get ready for this security enhancement by making sure your phone number is correct and up to date. To view or update your phone number on file, please sign in to https://accounts.intuit.com/ and follow the steps below.
If the phone number isn’t yours, you have a couple of options. If you’re the main payroll contact, ask your primary admin to update the current number. Or you can have them add you as a new user with your sign-in and contact info. Find out more For more information on the new layer of security, check out this article. Improved experience when creating new accounts in the chart of accountsIn a nutshell: A convenient side drawer allows you to keep the context of the page you are viewing while previewing how new accounts will fit into your existing chart of accounts. The new add account drawer replaces the pop-up Add account window, guiding you with icons and simpler text to create new accounts. The new experience matches what business view users have had for some time, and now enables accountant view users to access more functionality, including gadding parent accounts, merging accounts, and more. What are the 3 levels of access in QuickBooks Online?You can choose to give them all access, limited access or none. When you add a new standard user, you'll see what they can or can't do on the screen. Here's a summary of what the access options allow.
What are management reports in QuickBooks Online?Management Reports allows you to create a set of beautiful reports in a . PDF format package to send to your client which includes a cover page, executive summary, reports and notes.
What reports are available with QuickBooks Online?Reports available on the Simple Start QuickBooks Online plan. Audit Log.. Balance Sheet Comparison.. Balance Sheet Detail.. Balance Sheet.. Profit and Loss by % of Total Income.. Profit and Loss Comparison.. Profit and Loss year-to-date Comparison.. Profit and Loss by Customer.. Which 3 tabs appear in the reports Center in QuickBooks Online?Where there used to be five tabs (Recommended, Frequently Run, My Custom Reports, Management Reports, and All Reports), there are now only three tabs: Standard, Custom Reports, and Management Reports. On the Standard tab, reports are listed in sections that are grouped by topics.
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