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QuickBooks Labs

Routines for QuickBooks at QuickBooks Labs

In QBO, they’ve recently introduced “Manage Routines” feature at the QuickBooks Labs.
(Gear icon at the top > Your Company > QuickBooks Labs > Routines for QuickBooks > ON).

Routines for QuickBooks

This feature is to automate repetitive tasks (like send an auto email reminders), set up custom alerts. Once you Turn this feature ON at QuickBooks Labs, go to the Gear Icon > Tools > “Manage Routines” to get started.

Gear > Manage Routines

They currently have the following four templates:
– Notify your customers when you receive their payment.
– Remind yourself or customers about their past-due invoices.
– Remind yourself about upcoming bills.
– Mark an invoice’s memo whenever an invoice is overdue.

You can also customize your own email message template.

Enable Manage Routines

Since this is still at the QuickBooks Labs, it’s possible you may experience some glitches. But it’s worth checking it out. You can also send them feedback directly to them.

Manage Routines: Bill due reminder, Overdue invoice alert, Payment Receipt Email, Stamp overdue invoices

Categories
QuickBooks Labs

New SmartCheck in QuickBooks Labs

New SmartCheck in QuickBooks Labs
Do you think your QuickBooks in top shape? Let QBO SmartCheck scan the books and tell you what they found.

Currently, it lists the following items for your review:

  • Vendors without a physical address setup
  • Duplicate checks
  • Checks without a payee name
  • Large expenses that could be capital purchases
  • Very old checks not voided or cleared by the bank

Click “Fix it” under Action column and follow the instructions.

 

Since this’s still in QuickBooks Labs, they also have “Want more?” tab and add few more items that you like to see next. This is your chance to leave your feedback. Check it out!

To Turn SmartCheck ON:
(Gear > Your Company > QB Labs > Smart Check > ON>
To Review SmartCheck:
(Gear > Tools > Smart Check)


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Navigation Bar QuickBooks Labs

QuickBoooks Online: Collapsible Left Navigation Bar

Welcome to long waited collapsible left navigation bar!!!

Now you can collapse your left navigation bar with an arrow so you have more space to work.

To increase the space: Go to the company gear icon on the top right side of your screen. Click on the QuickBooks labs under Settings heading. You will see the first option there “Collapsible left navigation.”. Turn it ON, click done and sign back in. You will get the ability to minimize the left navigation bar so you get more space on the screen.