QuickBooks Online QBO Update – August 2016


Here’s what’s new in U.S. QuickBooks Online (QBO) in August 2016 that I have noticed so far. These are few minor enhancements, nothing big updates.

  1. Edit header to show a logo and change the report title and subtitle. You can also click right on the title.
  2. edit header
    edit header
  3. Email Messaging for Invoice: Add a Cc and Bcc email address to emailed invoices. This comes in really handy to share with a group of employees who needs this data.
  4. invoice message cc bcc
    invoice message cc bcc
  5. They have also added Cc/Bcc field to Invoice form as well.
  6. invoice field cc bcc
    invoice field cc bcc
  7. Email Messaging Purchase Order : Create default message for emailed purchase orders.
  8. po message
    po message
  9. Edit Recurring Transaction: Newly added options are Duplicate, Pause, Skip Next Date. Now they have five edit options:
  • Use
  • Duplicate
  • Pause
  • Skip Next Date
  • Delete

edit recurring transactions
edit recurring transactions

 

COMING SOON

New Reconciliation in QuickBooks Labs

reconciliation
reconciliation

Create a bundle name in Products and Services

What is a bundle? A bundle is simply a way of grouping products and services that you often sell together. Bundles save time when you create sales transactions. Instead of entering each product or service as a separate line item, you just enter the bundle itself, and QuickBooks automatically adds the bundled items to the transaction for you.

bundle
bundle

 

WATCH VIDEO

QuickBooks Online QBO August 2016 Update


 

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