Efficiently categorize, review, and manage multiple receipt transactions at once.Īccessible: From the menu bar, select Customers > Payment Reminders > Manage Customer Groups, or optionally choose Lists > Manage Groups.įeatures: Create rule-based customer groups based on fields such as customer type, status, location, sales rep, and balance, so you can easily manage and automate communications to them. Stay organized by attaching digital receipt images to expense transactions for audit trails. Just photograph receipts, import, and review.
#Quickbooks desktop 2021 pro
Included with: QuickBooks Desktop Pro Plus, Premier Plus, Accountant 2021, and Enterprise 21.0.Īccessible: From the menu bar, select Vendors > Receipt Management.įeatures: Automatically create and categorize receipt expense transactions in QuickBooks by using the QuickBooks Desktop mobile app to capture receipt data. Gain flexibility and efficiency with enhanced rules that permit you to quickly search for, and define, categorization criteria. To launch Bank Feeds from the menu bar, select Banking > Bank Feeds > Bank Feeds Center.įeatures: Automatically categorize bank transactions with more detail by using enhanced rules, batch editing, and improved matching. Included with: QuickBooks Desktop Pro, Pro Plus, Premier, Premier Plus, Accountant 2021, and Enterprise 21.0.Īccessible: From the menu bar, select Edit > Preferences > Checking > Bank Feeds > Advanced Mode.
#Quickbooks desktop 2021 series
Here is the first article in a three-part series be sure to read: Click on the banner above to watch the QuickBooks Desktop webinar you’ll need to register (even though it may show a date in the past for the webinar once you’re registered, you can watch the webinar). QuickBooks® Desktop 2021 includes a variety of new and improved key product features that help our clients improve their day-to-day productivity.
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