2021

February - March 2021

• Added information regarding Business view vs. Accountant view
• Updated steps for setting up Automated Sales Tax
• Added information on the new QuickBooks Payments instant deposits feature
• Added information on the Grouping feature in Bank Feeds
• Added information on the ability to upload bills from the Receipts page
• Updated requirements for receipt forwarding using email
• Added information on the new Tagging feature
• Added information on the new Payment Links feature
• Added information on the new Online Bill Pay feature
• Added information on the new Dashboard Cash Flow Widget
• Added and updated various screenshots
• The term “Master Admin” changed to “Primary Admin”

October 2021

• Added QuickBooks Online Overview section to Chapter 3 to agree with the Accounting with QuickBooks Online Accountant guide
• Added information on the new two-tab Dashboard format
• Added steps for setting up Custom Fields with the new interface
• Added information on the new Automated Statement Import feature when reconciling an account

2022

August 2022

• Updated interface when adding a new Customer
• Updated interface when adding a new Vendor
• Updated interface for adding a new account in the Chart of Accounts
• Updated “Undeposited funds” account, now called “Payments to deposit” account for new users
• Added information regarding new Autopay and Schedule pay options for invoices
• Added information regarding new Automatic Matching for QuickBooks Payments transactions

2023

February

• Transitioned from a .pdf format to webpage format