QuickBooks Online Updates

Not sure how many of you QuickBooks Online users out there follow the QBO Blog, but I recommend it.  It’s not very sales-y, the posts are generally short and to-the-point, and the information is often pretty solid.  Case in point, the most recent QBO Update review of changes, here: QuickBooks update: June 26 2015 • QuickBooks Online

One thing to be aware of on their blog is that they often like to tout “pretty” updates, like changes to formatting and styles that they feel make things easier to read or navigate.  (I generally find these types of changes to be annoying wastes of time, especially when there are serious bugs that need desperately to be addressed.  Furthermore, in their effort to look more sleekly Apple i-design-y, they often increase the number of clicks it takes to accomplish a given task — a no-no in my book.  Case in point, the new version of bank registers.  Avoid it for now, is my suggestion.

However, something truly useful they recently included is the long-awaited ability to copy journal entries!  As they put it, especially convenient when you need to duplicate long journal entries.  Of course, saving a JE as a “Recurring” transaction (“Memorized” in the Desktop version) is still your best bet, but sometimes that’s not an option or not the most efficient option.  Here’s all you do:

Create (+) > Journal Entry > Recent Transactions > choose an entry > More > Copy.

Try it out.  You’ll love it.

Also, this update allows you to import invoice styles from Word, which I don’t think is a big deal, but clients LOVE.  So, go make a client happy and tell them they can now do this.  Another feature folks have been waiting for a long time that will win some smiles.

Main point is: follow the QBO Updates.  They’re often quite useful — and a handy archive is located here: http://quickbooks.intuit.com/blog/quickbooks-update-archive/

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