QuickBooks Products includes a variety of new and improved features that will help clients get paid faster and work more efficiently, all while improving the reliability and experience of using the software such as the Quickbooks Desktop 2020.
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NEW! Scheduled customer payment reminders – Schedule the task of reminding customers of open accounts receivable balances. Getting paid on time is critical for the small business. Manually following up on delinquent payers can be time consuming. With this new feature, users can:
- Compose a reminder email template
- Create customer specific mailing lists, identifying late paying customers
- Schedule an email distribution for a specific list of customers with overdue balances
NEW! Add customer PO number to subject line in emails -Modify the email template for customer invoices to include the Customer’s purchase order number in the subject line. Facilitate faster payment by the customer by simplifying the purchase order number lookup process when they receive emailed Invoices from within QuickBooks.
NEW! Combine multiple emails for a single customer:job, vendors, or employees – You now have the option in Send Forms to combine multiple invoice emails for the same Customer:Job in a single email to the recipient. Simplify payment processing by the customer by consolidating multiple invoice emails into a single email. QuickBooks users no longer need to download individual invoices and then manually attach them to a single email to the customer.
NEW! Horizontally collapse columns in job or class reports – Easily hide or unhide multiple columns of data in a displayed QuickBooks report with multiple columns. QuickBooks users can avoid having to export lengthy reports to excel for the purpose of customizing the columns to be displayed.
IMPROVED! Easy QuickBooks version upgrade – A simplified process for upgrading2 their current year’s version of QuickBooks with minimal interruption to the small business workflow.
NEW & IMPROVED! Company file search – Easily find and open your company files with the addition of a file search option in the No Company Open window. Efficiently search for company files across multiple connected storage devices. Use a search bar to list key information for help in identifying the correct company file.
Always the perfect fit for your needs.
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