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.