2023 QuickBooks Online Improvements

by Kelly Thompson | Mar 7, 2023 | Accounting, Courses, Information Technology

Intuit constantly updates their system to provide their clients with the most up-to-date and efficient program possible. We’re proud to share their 2023 updates with our clients.

What’s New?

Migration: Moving from QB Desktop to QB Online
- Migration now helps provide clients with confidence to migrate their data from Desktop to Online seamlessly, even without interruption to payroll. View-only access will be granted for 1 year after your QB Desktop account is canceled should you need to refer to previous critical data.
Match transactions from foreign currency bank accounts in QB Online Banking
- Matching Transactions: The Find Match feature in QB Online now allows matching with foreign currency bank accounts. If a client uses multiple currencies, they can now match transactions in QB Online. Also, Matching now takes priority vs. Bank Rules.
Batch-edit your auto-add bank rules
- Batch-edit: If you want to refuse the auto-add preference on a list of bank rules, go to Banking, select Rules, check off multiple rules, then turn off auto-add for all of them.
Add payroll for clients from QB Online Accountant
- Payroll Add-On for QB Online Accounting clients. You’ll no longer need to add payroll through each clients’ business accounts. You’ll use QB Online Accountant to add payroll services for each client.
Guided QB Time setup for QB Online Payroll
Mobile check deposit (for Android Users in QB Checking)
Chart of Accounts : Go to: Page# is now at the Top as well as Bottom of each page for convenient scrolling.
Adding/Removing Tip Option to Invoices: Clients can now add a tip to an invoice with QB Payments.
- Add Tips on Invoices (QB Payments): clients can now add a tip to their QB Payments (ie. 5%, 10%, 15%, $50.00, None)This can be turned off as well.To change the setting on/off:
  - Gear: Settings, then Account settings
  - Select Sales
  - In Sales from Content, select Edit
  - Turn Accept Tips on:
  - In the Who’s receiving these tips? Window, select an option:
    - My Team: Select if you use tips to pay employees or others. This creates a liabilities account for tips.
    - Just me: Select if you only pay tips to yourself. This creates an income account for tips.
  - Select Update
  - Select Save, then Done.
  To change setting to off:
  - Gear: Settings, then Account and setting.
  - Select Sales
  - In Sales form content, then Edit
  - Turn Tips(Gratuity) off
  - Select Save, then Done.

The left side bar menu is now collapsible to allow for more screen space to work.
Coming soon: the ability to accept payment via cryptocurrency.

Watch the video to see all of these new features:

Always remember, Senter, CPA is here for you if you need any assistance.

Don't hesitate to give us a call at 248-934-0550, or contact us below.

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