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New QBO 2022 Features
QuickBooks Online (All Versions)
Audit Log data expanded to 7 years
QBO + Mailchimp Integration is a FREE Integration that requires a Mailchimp paid subscription. Available in all versions of QBO
Optimized Business view menu adding customized capabilities with bookmarks and streamlining the navigation menu
Sales Tax gets a facelift
Bank Feeds: Auto-create Payee
AutoPay Recurring Invoices (QuickBooks Payments)
NEW Chart of Accounts Experience - Accountant vs. Business View
QuickBooks Online Accountant
Uncategorized Transaction Client Collaborator
@Mentions and Team Notes
Organizing Shared Documents
QuickBooks Online Advanced Only
Expense Management PandaDoc Integration
Custom Report Builder: Pivot Tables
NEW QBO desktop App for Windows
Spreadsheet Sync (Public Beta)
Expense Claims improvements
QBO 2021 Features Include:
IMPROVED! Bank feeds (Pro, Premier, Enterprise)
NEW! Receipt management (Pro Plus, Premier Plus, Accountant, Enterprise)
NEW! Customer groups (Pro, Premier, Enterprise)
IMPROVED! Auto matching for customer merchant payments (Pro, Premier, Enterprise)
IMPROVED! Data level permissions (Enterprise Platinum and Diamond)
NEW! Barcode label prices (Enterprise Platinum and Diamond)
NEW! Automated send statements (Pro, Premier, Enterprise)
NEW! Customize and format payment receipts (Pro, Premier, Enterprise)
IMPROVED! Alternate vendor reports (Enterprise Platinum and Diamond)
IMPROVED! PDF Invoice and attachment review (Pro, Premier, Enterprise)
IMPROVED! Batch delete sales orders (Desktop Accountant, Enterprise Accountant)
IMPROVED! Serial/lot numbers required on transactions (Enterprise Platinum and Diamond)
IMPROVED! Landed costs (Enterprise Platinum and Diamond)
IMPROVED! Payroll liability reminders (Pro, Premier, Enterprise)
Additional Features
2021 Pro and Premier
Automated Payment Reminders
Automatically add customer PO# to Invoice emails
Combine multiple emails
Company file search
Easier Admin password reset
Enhanced Accessibility Collapse columns in reports
Payroll status for direct deposit enabled customers
Smart Help NEW 2020
Want better clarity connecting the dots between front of the house operations and financial management? Let our expert advisors guide you through the many tools available to help you run your business like a Fortune 500.
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