May is Small Business Success Month, so whether you’re serving small businesses or working with larger companies, it’s always good to help your clients understand how they can scale and grow. While you’re at it, be sure to check out this month’s QuickBooks' ecosystem updates.
Share QuickBooks updates with your associates and clients: Send them this link for QuickBooks innovations relevant to business owners and admins.
Stay up to date on the most exciting innovations across the entire suite of QuickBooks Online products by visiting the new In The Know hub.
We heard your feedback that you want a shorter format, and more shareable updates on our product changes and innovations.
So, in addition to joining us for a live In the Know webinar each month, you can now visit the In The Know hub to catch weekly video episodes, where you’ll hear directly from Intuit leaders and see quick product demos.
In our first episodes, ProAdvisors share how QuickBooks has empowered them to work efficiently, deliver services at scale, and work as their clients’ trusted advisors:
Join us for the next live webinar on Thursday, May 16 at 11 AM PT.
In a nutshell: We now have a portfolio of QuickBooks Live services that assist small businesses in QuickBooks setup, bookkeeping, and tax resource support. We’re evolving our QuickBooks Live strategy to prioritize our assisted, do-it-with-me service to deliver greater benefits to you and our shared customers.
When small businesses contact you with QuickBooks questions, it can take time away from offering other valuable services. QuickBooks Live Expert Assisted can free up your time by connecting businesses to QuickBooks Online-certified experts who use video, phone, and screenshare capabilities to help answer questions and educate customers about setting up, using, and managing their businesses on QuickBooks. The expert doesn't access or work in the business’ books, but guides the customer on how to do the work themselves.
Learn more about the strategy, what’s changing, and how QuickBooks Live Expert Assisted can help your firm grow.
In a nutshell: Your clients using QuickBooks Online can now send an email reminder to a customer that totals the customer’s unpaid balances—and makes it easy to pay them all at once.
Before this update, your clients’ customers would receive separate email reminders for each invoice, making it difficult to locate and remember to pay them.
To send a grouped reminder:
In a nutshell: Clients who use QuickBooks Payments can now send invoices to their customers through text messages, in addition to email. This helps create greater awareness of invoices and can make it easier for your clients’ customers to pay them.
To access this feature, clients must send pay-enabled invoices as a U.S.-based Payments merchant on the Rethink platform.
After selecting Review and Send in their invoice, clients can select the option to Add text message. From there, they can preview the text message and add their customer’s mobile phone number as needed. Then, they’ll click Send invoice to send both the email and text invoice to their customer.
Note: Ensure that your clients have permission from the customer before sending an invoice by text.
In a nutshell: Quite possibly, the most-requested capability we get for accountants and bookkeepers is here!
Now, rather than depending on third-party solutions or manual work, you and your clients can batch import journal entries directly into QuickBooks Online. Uploading journal entries rather than re-typing them also helps ensure consistency and accuracy of your clients’ financial data.
To upload one or more CSV files of journal entries, each with up to 1,000 rows of data, Select Settings, then Import data, and choose Journal entries.
In a nutshell: Now you can create transactions straight from your clients’ bank feed to help improve reporting and insights on their business performance.
Staying on top of sales performance and compliance takes extra time and work to manually create transactions and match them. Using your clients’ bank feed in QuickBooks Online, you can now add transactions to the books at a more detailed item level. You can also add transactions as Sales Receipts to categorize them more accurately. Plus, for the purposes of creating an Estimates vs. Actuals report in QuickBooks Online Advanced, you can split transactions from the bank feed by product or service.
In a nutshell: Your clients using QuickBooks Online Payroll Premium and Elite can now collaborate more easily with their employees to complete I-9 employment verification.
Rather than rely on hard copies of this important form, clients can simplify and digitize the I-9 process:
Note: QuickBooks Workforce must be enabled for an employee for them to self-setup and complete their I-9 form.
In a nutshell: Your clients can now instantly transfer funds from QuickBooks Checking to an external bank for a 1.5% fee.**
Your clients may have payments set up in their external bank account, and want to use their QuickBooks Checking funds to quickly pay bills, payroll, or other expenses. With ACH, it takes a few days to transfer, which can cause stress for small businesses that may already be strapped for cash.
Now, they can avoid that wait time by instantly transferring funds from QuickBooks Checking to their external bank for a 1.5% fee.
QuickBooks and Intuit is a technology company, not a bank. Banking services provided by our partner, Green Dot Bank, Member FDIC.
Important pricing details and disclaimers
**Product Information
QuickBooks Checking Account opening is subject to identity verification and approval by Green Dot Bank.
QuickBooks Checking account: Banking services provided by and the QuickBooks Visa® Debit Card is issued by Green Dot Bank, Member FDIC, pursuant to license from Visa U.S.A., Inc. Green Dot Bank operates under the following registered trade names: GoBank, GO2bank and Bonneville Bank. All of these registered trade names are used by, and refer to, a single FDIC-insured bank, Green Dot Bank. Deposits under any of these trade names are deposits with Green Dot Bank and are aggregated for deposit insurance coverage up to the allowable limits. Green Dot is a registered trademark of Green Dot Corporation.
©2024 Green Dot Corporation. All rights reserved. QuickBooks products and services, including Instant Deposit, QuickBooks Payments, Cash flow planning / forecasting are not provided by Green Dot Bank.
**Features
Instant Transfer: Within up to 30 minutes. Instant transfer is an additional service offered by QuickBooks Checking subject to eligibility criteria, including delayed eligibility for new users. The service carries a 1.5% fee. Deposit times may vary due to third party delays. Limits apply. See Deposit Account Agreement for details.
In a nutshell: For a limited time, accountants who use QuickBooks Desktop Enhanced Payroll for Accountants and migrate their clients to QuickBooks Online Payroll will receive 80% off QuickBooks Online Payroll monthly subscription and per-employee fees for 2 years. To take advantage of this discount, an accountant must migrate a minimum of 5 clients. Offer ends 7/31/24.
Accountants can get ProAdvisor Preferred Pricing of 30% off QuickBooks Online for the life of the subscription.*
In addition to these discounts, here are more great reasons to switch to QuickBooks Online and Online Payroll:
For more information, call 844-333-1799 today.
Important pricing details and disclaimers
Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services, subject to eligibility criteria, credit and application approval. For more information about Intuit Payments Inc.’s money transmission licenses, please visit https://www.intuit.com/legal/licenses/payment-licenses/.
Guarantee
Accuracy Guaranteed available with QuickBooks Online Payroll Core, Premium, & Elite: We assume responsibility for federal and state payroll filings and payments directly from your account(s) based on the data you supply. As long as the information you provide us is correct and on time, and you have sufficient funds in your account, we’ll file your tax forms and payments accurately and on time or we’ll pay the resulting payroll tax penalties. Guarantee terms and conditions are subject to change at any time without notice.
*Offer terms
80% off the monthly price for QuickBooks Online Payroll Core, Premium, or Elite (“Payroll”) is for the first 24 months of service, starting from the date of enrollment, followed by the then-current monthly list price. Your account will automatically be charged on a monthly basis until you cancel. Each employee is an additional $6/month for Core, $8/month for Premium, and $10/month for Elite. Contractor payments via direct deposit are $6/month for Core, $8/month for Premium, and $10/month for Elite. The service includes 1 state tax filing. If you file taxes in more than one state, each additional state is $12/month for only Core and Premium. The discounts do not apply to additional employees and state tax filing fees. If you add or remove services, your service fees will be adjusted accordingly. If you upgrade or downgrade to a different subscription, the price will change to the then current list price for such relevant subscription. Sales tax may be applied where applicable. To be eligible for this offer you must be a new Payroll customer and sign up for the monthly plan using the `Buy Now '' option. Offer available for a limited time only. To cancel your subscription at any time go to Account & Settings in QuickBooks and select “Cancel.” Your Payroll cancellation will become effective at the end of the monthly billing period. You will not receive a prorated refund; your access and subscription benefits will continue for the remainder of the billing period. Offer cannot be combined with any other QuickBooks offer. Terms, conditions, pricing, special features, and service and support options subject to change without notice. Offer ends 7/31/24.
*ProAdvisor Preferred Pricing – ProAdvisor Discount
30% off subscription and 15% off transaction fees – ongoing
30% off the then-current list price of QuickBooks Online Bill Pay and 15% off the then-current list price per transaction.
Offer terms: Your account will automatically be charged on a monthly basis until you cancel. If you add or remove services, your service fees will be adjusted accordingly. If you upgrade or downgrade to a different subscription, the price will change to the then current list price for such relevant subscription. Sales tax may be applied where applicable. This offer can't be combined with any other QuickBooks offers. Offer only available for a limited time and to new QuickBooks customers.
Cancellation: To cancel your QuickBooks Products subscription at any time go to Account & Settings in QuickBooks and select “Cancel.” Your cancellation will become effective at the end of the monthly billing period. You will not receive a pro-rated refund; your access and subscription benefits will continue for the remainder of the billing period.
Free Assisted Migration and personalized setup from QuickBooks Desktop Pro, Premier, Mac, or Plus (“Desktop”) to QuickBooks Online Simple Start, Essentials, Plus or Advanced (“QuickBooks Online”), or QuickBooks Desktop Payroll, Payments, or Time to QuickBooks Online Payroll, Payments, or Time is available to customers who sign up for Assisted Migration or personalized setup to QuickBooks Online and is subject to capacity. The Assisted Migration offer is eligible to Desktop customers that are migrating their data and setting up QuickBooks Online. The personalized setup offer is eligible to Desktop customers that are migrating their data, as well as those customers who elect not to migrate their data, who are starting new QuickBooks Online accounts, and setting up QuickBooks Online. Personalized setup is limited to a 1-hour session with a customer success product expert. Intuit reserves the right to limit the number of sessions and the length and scope of each session. Assisted migration results may vary based on business complexity and file size. Terms and conditions, features, support, pricing, and service options are subject to change without notice.
**Product Information
Time tracking with QuickBooks Time is included in QuickBooks Online Payroll Premium and Elite only.
QuickBooks Online usage limits. QuickBooks Online Advanced includes an unlimited chart of accounts entries. QuickBooks Online Simple Start, Essentials and plus allow up to 250 chart of accounts entries. QuickBooks Online Advanced includes unlimited classes and locations. QuickBooks Plus includes up to 40 combined classes and locations. Classes and locations are not available in Simple STart and Essentials.
**Features
QuickBooks Time: Time tracking included in the QuickBooks Online Payroll Premium and Elite subscription services. Features vary. The QuickBooks Time mobile app works with iPhone, iPad, and Android phones and tablets. Devices sold separately; data plan required. Not all features are available on the mobile apps and mobile browser. Data access is subject to cellular/internet provider network availability and occasional downtime due to system and server maintenance and events beyond your control. Product registration required.
Multiple users: User numbers vary based on plan type.
From any device anytime: Requires a computer or a device with a supported internet browser and an internet connection (a high-speed connection is recommended).
Automated tax payments and filings: Automated tax payments and filing available for state and federal taxes. Enrollment in e-services is required for tax payments and filings only. Automated tax payments and filings for local taxes available in QuickBooks Online Payroll Premium and Elite only.
Terms, conditions, pricing, special features, and service and support options subject to change without notice.
In a nutshell: You and your clients can now access more features of Quickbooks Time Classic without leaving QuickBooks Online.
Rather than switching between these two tools, you and your clients can use updated functionality in QuickBooks to help track employee time:
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