Merchant Services Payment Reconciliationīased on this improved matching workflow in QuickBooks desktop 2021, you can automatically match all payments to their accounts for easy reconciliation.Furthermore, you can save and recall these templates whenever you need them. In the 2021 edition of QuickBooks desktop products, you can create and reuse templates for different email communications shared with the customers. This way, you can ensure that you pay the taxes timely without facing any related consequences. If you run a small business, you can set up reminders to keep track of the upcoming payroll taxes and liability payments. With this feature, you can now maintain a consistent look at payment receipts across different types of customer communications. Moreover, you can do this irrespective of the type of document you share. Using QuickBooks desktop 2021, you can customize the payment receipts to reflect your brand logo and provide the payees with a professionally-looking correspondence. You can also customize each reminder for a specific customer group to get paid faster and save time to follow up with payment delays. These payment reminders will improve cash flow at your end and ensure that the customers receive the statements to pay you on time. With this feature, you can remind your customers about their overdue balance with automated statements based on their payment history, products purchased, and location.
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This QuickBooks desktop 2021 feature also allows you to add/remove customers from different groups based on the predefined conditions. For example, you can create groups to track sales in a specific location or particular item. This way, you can create customer groups based on a field that is most important to you. With QuickBooks desktop 2021, you can create rule-based customer groups based on status, customer type, location, and balance fields. This feature allows you to eliminate the need to retain or match receipts.
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Take a snapshot of the receipt, upload it into the application, and it’s done. Its automated receipt management feature helps in categorizing expense receipts. If you spend a lot of time entering expense receipts manually and keeping track of them, QuickBooks desktop 2021 can make things easier for you. With streamlined bank feeds available using QuickBooks desktop 2021, you can quickly review transaction discrepancies. It also results in a quick category-wise matching of transactions and batch editing. QuickBooks desktop 2021 caters to this need by automatically categorizing bank feed transactions using new rules, thus helping you save time. Top 9 New Features in QuickBooks Desktop 2021Ĭategorizing imported transactions takes a lot of time and effort. So let’s talk about what’s new in QuickBooks desktop 2021. QuickBooks desktop 2021 is more about implementing automation to save time and increase workplace productivity. But the QuickBooks desktop 2021 edition is way ahead of its predecessors with further enhancements to the already-robust application. QuickBooks desktop 2020 came last year with new features like invoice consolidation, innovative help options, and customer reminders.
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The unique features of QuickBooks desktop 2021 work like an incentive for the existing QB users to switch to the new edition while also attracting new users to its latest advancements. QuickBooks desktop 2021 was no different.
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Each year, QuickBooks maker – Intuit brings the updated edition of the software with new and improved features.