![]() ![]() Capturing receipts and attaching them to transactions for audit trails will reduce the need to organize physical receipts, help prevent the loss of those receipts and facilitate audits.ĭata level permissions. They can still scan and upload their electronic and physical receipts, and still take advantage of the optional automated categorization and improved matching.Ĭustomers will appreciate the filing and audit time savings too. The ability to photograph, import and review receipts through the QuickBooks Desktop mobile app is only available in the QuickBooks Desktop Plus subscription product.įor customers who do not want to use the app, they don’t have to. Now, with this highly requested feature for QBDT, business owners who enter receipt expenses in QuickBooks can efficiently and quickly import and add transactions to the register via the QuickBooks Desktop mobile app, which uses algorithms to extract and categorize the data. Manually entering receipt data into QuickBooks can be a long, complex process, and prone to typos. Benefiting from these improvements will also be a breeze for accounting firms since QuickBooks Desktop leveraged a similar experience to that which is found in QuickBooks Online. With enhanced rules, improved matching, and batch editing, your clients will be able to automatically categorize or batch edit bank transactions by payees, accounts and classes improve data integrity with better matching and less manual entry quickly search for and define categorization criteria and quickly review or resolve transaction discrepancies. ![]() Now, businesses can save time with enhanced bank feeds in QBDT 2021. Many business owners spend hours every month manually categorizing and entering banking transactions into books and accounts. This year’s release addresses many of customers’ most requested changes, including bank feeds, receipt management, data level permissions, customized payment receipts and batch delete for sales orders.īank feeds. QuickBooks Desktop (QBDT) 2021 delivers enhancements to become even more of the ‘go-to solution’ for accounting firms who want to help their clients succeed and grow their businesses. Information management and the flow of financial information means more to clients than ever. ![]()
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