Intuit, the founder of QuickBooks, established fact to produce best-in-class features and functionality to include more worthiness to its services. For the past decade, this has continuously improved its services by customizing QuickBooks as per the customer’s need.
Every year, a forward thinking new version is introduced with additional features that enhance QuickBooks’ capability and eases the business tasks for the users.
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Likewise, when it comes to recently released QuickBooks Desktop 2021, there are improvements and alterations in its new product line.
Allow me to share the summarized points of the expected features:
1. Improved Bank Feeds
QuickBooks Desktop offers an on-line banking feature called Bank Feeds that enables users to download their transactions from various financial institutions. It will help to address bills and bank transactions making sure that it's possible to focus more about its core tasks.
There are 2 primary requirements to start with with Bank Feeds- a bank account at any standard bank that provides services for QuickBooks, and make use of associated with the web.
Many users reported various problems and errors when using the services of Bank Feeds in past times, and Intuit seemingly have taken these complaints under consideration. Therefore, featuring its 2021 QuickBooks edition, it has promised a larger Bank Feeds system.
Intuit has optimized the automation process by providing enhanced rules, batch editing, and improved matching for categorizing all of the bank transactions.
Additionally, Intuit has clarified that it's Pro and Premier users can download the financial data from participating banks up till May 2024.
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2. Capability To Send Statements Automatically
A year ago, Intuit added the feature that automated the process of attaching customer purchase order into the invoices and setting reminders.
Consequently, featuring its procedure of reducing tedious manual tasks for the clients, it is prepared to introduce the feature with all the capacity to send statements automatically. This specific aspect will eliminate the procedure of fabricating and sending statements to customers every month by automating the exact same.
Predefined emails and templates are designed through the setup and this can be reviewed before sending them to your customers.
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3. Customizable Payment Receipts
QuickBooks enables its users to print and send sales receipts. In QuickBooks 2020 version, it is possible to send multiple invoices or receipt attachments via an individual email.
Now, within the Quickbooks 2021 edition, Intuit has added the capacity to customize the payment receipts with respect to the requirements. It will further help provide a clearer picture of all the payments and streamline the task.
With the latest update, users can customize payment receipts and add logos to supply a professional turn to the system.
4. Create Rule-Based Customer Groups
QuickBooks allows users to produce customer groups which help to list out and differentiate them as per certain requirements.
Once you consider the latest version, the rule-based groups could be created based on various fields like client type, location, status, sales, balance, and many other things. It will further help to manage and automate the communication system.
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5. Manage QuickBooks Desktop Tools
QuickBooks Desktop is oftentimes along with additional products that must be managed for a seamless workflow.
Keeping this in your head, Intuit introduced QuickBooks Desktop Manager that means it is a lot more convenient to obtain and install all of the subscription-based and non-subscription based products through this tool.
Final Note
The features previously stated are only the finish when it comes to iceberg. QuickBooks 2021 is obviously not limited to these attributes. Intuit is also placing greater give attention to subscription-based QuickBooks services that will be billed annually.
To have a one-time purchase QuickBooks software, you can either contact the Intuit support team or buy it from a QuickBooks Solution Provider which also supplies the same at best prices. To learn more, contact our Solution Consultants.
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