QuickBooks is Reputed for not resting on its oars when it comes to customer satisfaction.
In 2021, QuickBooks has added more exciting features to its already impressive array of features for users to enjoy. Customers can now heave a sigh of relief as they will have a taste of newer features like- automated sending statements, improvement to bank feeds, customizable receipts, improved customer support, grouping, and filtering. The options are to ease customer management, automated tracking services, and to invoice. So if you are a user of QuickBooks, you might want to catch a glimpse of the features of the 2021 version, which will be discussed extensively here.
1. Improved Banking Feeds
This new feature is available on all QuickBooks desktop versions 2021. It spares you the spare time spent entering banking statements every month. You will access an automated process of categorizing your bank transactions, batch-edit your bank transactions. Furthermore, you can improve your efficiency as you can now reduce the manual entry process. You can also resolve transaction differences and gain more flexibility in your work.
2. Customizable Receipts
Another exciting feature most customers have been anticipating is customizable payment receipts arrive at their door-steps in 2021. With this customizable version, customers can build on the 2020 version that allows for multiple invoices or releases in a single mail. Only this time, you can customize the Receipts to your taste. As a customer, with such ability at your disposal, you can have a glimpse of your account payable and receivable.
3. Automated Sending Statements
Here's a big one. Business owners can dispatch messages to remind their customers of overdue balances by sending automated messages delivered frequently to different customers. The benefits of this feature for nee business include- saving time incurred on sending messages to other customers by automating the process, Regularly reminding customers of what they owe, customize messages to build healthy relationships with customers.
4. Customizable Receipts
Customization features massively in the 2021 updates. One area where this will benefit business owners massively is in the area of customizable receipts. Business owners will now send a detailed, customizable receipt that will bear all professional imprints to customers. Furthermore, business owners can use the customization feature without having to learn the process from scratch.
5. Automated Receipt Management
Business Owners who adopt the QuickBooks 2021 pro, premier and Enterprise will be pleased to know that QuickBooks has included a new receipt management method. They will no longer have to burden themselves with the painstaking process of manually entering receipts, as the 2021 QuickBooks version does that for them using an automated process that enters and categorizes the receipts.
6. Rule-Based Customer Group Creation
For 2021, Customers will witness improvements to the existing customer grouping system. QuickBooks adds new features that will enable you group customers based on criteria like your customer types, locations, status, and balance. This will give business owners an excellent impetus to manage their customers across all fronts, allowing improved customer management.
7. Advanced Inventory Improvement
In 2021, a new feature that will be prominent for enterprise platinum version users is an improved means of managing their inventory on the QuickBooks desktop. Business owners will enjoy enhanced security, which will restrict access based on data, reports. Reports like inventory status, valuation summary and will be provided. Furthermore, business owners will witness and improved productivity since they will have more time on their hands to work.
8. Liability Reminders
Business Owners will now get a reminder about upcoming payroll tax and other payments. The benefits of these updates are apparent. From the first use of the version, business owners can quickly get reminders on their phones, desktops about payment deadlines.
9. Create New Templates
Intuit says Users can now Enjoy privileges like creating and reusing templates in the 2021 QuickBooks version. The gains of these new updates are apparent. First, users will find it easy to improve their customer email accuracy by previewing attachment to their PDF. Also, business owners will be able to recall a favourite template for reuse at another time.
10. Merchant Service Payment Reconciliation
The newly improved QuickBooks 2021 helps increase efficiency by creating a matching watch flow for QuickBooks payments. This year, business owners dialling into the 2021 version of QuickBooks will enjoy an automated reconciliation on their income. Giving them a clear-cut understanding of their payment reconciliation plan.