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Some new features and improvements in QuickBooks® Online might be just what you need to make your work more efficient and help your clients increase their productivity. What’s new in NovemberEasily review and analyze with the Business Performance Dashboard Upgrade with the new QuickBooks Online Payroll lineup Simplify credit card payments with a new workflow Get organized and stay compliant with sales tax filing Save time with the profit and loss report enhancement Establish and manage your client’s Chase Bank account Identify opportunities with the Revenue Streams Dashboard report Take control of your cash with batch expenses Create custom roles for efficient control and security Increase productivity with automated workflows Easily review and analyze with the Business Performance DashboardIn a nutshell: Visualize key financial information automatically instead of organizing hundreds of rows of data. The Business Performance Dashboard lets you easily see your client’s current business metrics and pull trends to see progress and identify opportunities for growth. How it works: When accessing a client’s books through QuickBooks Online Accountant, hover over the “Overview” tab at the top of the sidebar menu and then select “Business Performance” from the secondary menu. Review a quick analysis or dig in a little deeper to start formulating recommendations for your clients based on their opportunity areas. What’s more, you can easily export the report to share with a client as a way to spark strategic conversations focused on their success.  Learn more with our in-depth guide. Upgrade with the new QuickBooks Online Payroll lineupIn a nutshell: The QuickBooks Online Payroll lineup is getting upgraded, with an added offering, new names, and enhanced features. QuickBooks Online Self Service Payroll will be QuickBooks Online Payroll Core, now with automatic tax and forms, automated payroll, and the option to add health benefits for your team. QuickBooks Online Full Service Payroll will now be QuickBooks Online Payroll Premium, with all the new features offered in Core, plus Premium time tracking by QuickBooks Time, expert setup review, and access to an HR support center. Our new offering, QuickBooks Online Payroll Elite, features all the benefits of the other products, as well as Elite time tracking by QuickBooks Time, Elite onboarding assistance, access to a personal HR advisor, and a Tax Penalty Free Guarantee.
In the meantime, if you’d like to read more about this new QuickBooks Online Payroll lineup, check out this article. Simplify credit card payments with a new workflowIn a nutshell: We’ve added a new workflow that simplifies recording paying down a credit card in QuickBooks Online Accountant and QuickBooks Online. The straightforward steps help reduce user error and don’t require touching the Chart of Accounts. How it works: You’ll find this new workflow by hitting the “+New” button and selecting “Pay down a credit card” under “Other” or from the expense list under “New transaction” and selecting “Pay down a credit card.” Get organized and stay compliant with sales tax filingIn a nutshell: For companies which are currently using our Manual Sales Tax experience, we’re refreshing the Taxes tab in QuickBooks Online to make it easier to find the most important information when collecting and filing sales tax. We’ve also created a list of verified tax agencies to be matched with your existing tax rates. How it works: We ask you or your small business clients to match your current tax rates with tax agencies on our verified list. It’s never been easier to organize related reports and simplify sales tax compliance. Save time with the profit and loss report enhancementIn a nutshell: We added a column to profit and loss reports in QuickBooks Online Accountant, so now you only have to run one report to compare current financials to previous year-to-date. How it works: To create the profit and loss report you need, just select the new Previous year-to-date comparison period. Establish and manage your client’s Chase Bank account
How it works: Make sure you are an authorized user on the Chase profile. If not, then work with the primary Chase account holder to add you as an Authorized User. Next, the primary Chase account holder will need to sign onto Chase.com and follow these simple steps to grant you permission as an Authorized User:
Once your access has been established, you should be able to establish a direct connection to your client’s Chase bank account through QuickBooks Online. Check out this article to learn more. Identify opportunities with the Revenue Streams Dashboard reportIn a nutshell: In QuickBooks Online Advanced, quickly visualize revenue trends to see where your clients are bringing in the most, allowing you to identify patterns and opportunities. How it works: With a number of customization options including accrual versus cash, defined fiscal year, date range, and other key variables, you can create the dashboard that focuses on the revenue streams you and your client care about most. Take control of your cash with batch expensesIn a nutshell: Following the release of batch invoicing and batch checks earlier this year, you now have the opportunity in QuickBooks Online Advanced to batch expenses. This sub-workflow to accounts payable allows you to better manage and control your cash flow, and offers faster processing of checks, expenses, and bills. Create custom roles for efficient control and securityIn a nutshell: Custom roles is the newest evolution of custom user permissions in QuickBooks Online Advanced. Now, instead of going into each user and setting task limitations, you can assign multiple people to a custom role. How it works: Create a set of user permissions to fit certain roles within your company. When new employees start, you can quickly assign them the permissions of the custom role instead of going into each individual’s account and selecting all the appropriate tasks, saving you time and ensuring security. Increase productivity with automated workflowsIn a nutshell: Focus your attention on more important tasks by automating specific workflows in QuickBooks Online Advanced. Automation frees up time for tasks that matter while also reducing errors that can be made with manual processes, especially as the business grows. How it works: Advanced’s Workflows turn your time-consuming manual processes into automated processes. You can create workflows for things like sending an email to customers when an invoice is overdue, or set reminders to make bank deposits, send invoices, and more. That’s all for now, folks. Until next time, as always, keep your feet on the ground … and your books in the cloud. How do I create a custom chart in QuickBooks Online?Create a custom chart from scratch. Select +Add new chart.. Select the metric you want this chart to track. ... . Give your chart a name.. Select the type of chart, such as Trend line, Vertical bar, or Pie chart. ... . In the Time period dropdown, select the time period you want to track.. Which feature in QuickBooks Online reports allows you to customize section headings on the profit and loss and balance sheet reports?To change the section titles of a report, select “edit titles” from the customize ribbon at the top of a Profit and Loss or Balance Sheet report. This will open the edit section titles screen, where you can change the titles of the report.
In which 3 ways can you customize a client's chart of accounts in QuickBooks?You can customize your Chart of Accounts by adding accounts you need and deleting the ones you do not need. You can also edit your accounts to make changes, correct spelling or make account a Sub-Account of another.
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What feature in quickbooks online allows users to create custom charts to visualize financial data?
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