April 2016 Recent QuickBooks Online and App Updates

We recently reviewed some of the latest QuickBooks Online updates, including bank feeds and inventory, as well as updates to some of our favorite apps. Throughout the chat, links with more information about the updates were shared and those links are included throughout the recap.QuickBooks Online Updates

Q1: What have been some recent updates to the bank feeds in QuickBooks Online?

QBO made some updates to the bank feeds section, such as easing the use of the platform on Apple devices, including the ability to modify multiple bank transactions on the iPhone/iPad app. Here are some other updates:

  • Bank feeds are now easier on your Apple device. They’ve updated the iPhone/iPad App!
  • You can also manually refresh the bank feeds from the @QuickBooks iPhone/iPad app. Bank feeds on the go!
  • You can now enter the check number on the bank feed in @QuickBooks by customizing your table layout.
  • Not exactly bank feeds, but there have been some changes to registers too. Have you seen them?
  • There is a new register view, but if you don’t like it, they’ve come out with a revised original look called Paper Ledger Mode
  • To switch your register view go to Registers > Table Gear > Paper Ledger Mode in @QuickBooks
  • Not sure how recent this is, but you can also change the date of a check
  • You can also add attachments in the register screen in @QuickBooks.
  • Here is the link to show how to add attachments in @QuickBooks registers

Q2: What are some recent improvements to inventory in QuickBooks Online?

QBO made some improvements to the inventory feature as well. One of the most popular updates was the ability to include SKU information, including using it to view inventory reports.

  • Starting inventory values are now editable in @QuickBooks
    • Which amounts to a way to do inventory adjustments
  • Not direct inventory, but you can now print packing slips from sales receipts.
  • You can also now easily see the inventory quantity available as you are entering in sale forms in @QuickBooks.

Q3: What are some of the other recent improvements to QuickBooks Online?

Other recent QBO updates include mobile browser capability, multi-currency support on iPhones/iPads, and printing a packing slip from a sales receipt. Here are a couple more:

  • You can enter negative prices and rates on the iPad/iPhone App – Great for deposits and returns.
  • You can also make QBOP “compact” now in #QBO to allow you to view more employees at once

Q4: For our App community, what updates have you had recently?

Tis the season for app updates, so we asked the #QBOchat app community what is new with their offerings:

@tsheets: We now offer scheduling!

@expensify: Did everyone see our integration with @Uber? Business travel just got even easier

@QBOchat:

@madelinekreeves:

  • Us @fathomhq folks are thrilled with the response to our new divisional analysis feature for QBO
  • The tool takes class & location data from QBO to allow you to break down any area of your COA (say expenses) across them
  • Here’s what the breakdown tool looks like

Q5: What updates are you waiting for from QuickBooks Online?

A couple of our chatters have some updates they hope QBO makes, and with QuickBooks releasing updates approximately once a month, these could become reality:

@BizBooksCloud: Feature parity with desktop for inventory and job costing!

@QBOchat:

  • I think it would be cool to have a switch button for accountants on journal entries for the times we get it backwards.
  • I’d still love to be able to export reports to Google Sheets rather than Excel. And then make the connections live between Google Sheets and @QuickBooks

Want to stay up-to-date about upcoming QBO updates? Subscribe to the QBO Online Blog.

Be sure to like us on Facebook to stay up-to-date on all things #QBOchat. And don’t forget about our weekly Thursday chat, 3PM EST/12PM PST.

Andrea Mestdagh

Andrea Mestdagh is an award-winning communications and marketing professional.

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