- Payment reminder email templates can be customized and scheduled to be sent to customers to follow up on open accounts receivable balances.
- Customer invoice email templates can now include the customer’s PO number in the subject line of the email.
- Multiple invoices for the same Customer/ Job can be sent in a single email to the recipient.
- In Job or Class Reports, columns can be expanded or collapsed to customize the desired view and simplify lengthy reports.
- Employee Self-Setup allows employers to invite employees to securely fill in their personal information. This feature requires a paid Intuit Payroll Subscription.
- QuickBooks MAC 2020 updates include an improved reporting customization and company snapshot dashboard and the ability to send customers electronic invoices. Online ACH, credit card or e-check payment options are available with QuickBooks Payments service for an additional fee.
QuickBooks Online Advanced New Features for 2020
- Smart Reporting powered by Fathom allows you to measure trends, profitability, cash flow, set goals & strategies, analyze progress, compare performance, create reports, and track business metrics.
- Accelerated Invoicing Tools help to reduce repetitive manual entry by giving you the ability to duplicate invoices for multiple customers and to import invoices.
- Enhanced custom fields allows you to create and manage up to 10 unique custom fields that can be added to invoices.
Custom fields are searchable and can also be used to sort data. - Customized user permissions allows you to limit and tailor access appropriate for each user.
