NEW QuickBooks Online Features: Categories and Customization

NEW QuickBooks Online Features: Categories and Customization

Posted on June 21, 2016 by

QBOLogoRemember the days where stacks of disorganized paper dictated your sales order process, leading to clutter and hours of stress? This kind of chaos is now obsolete with QuickBooks Online (QBO).

As you may have heard, Intuit recently made some significant enhancements to QBO and I wanted you to know about them.

QuickBooks Categories

First, with new QuickBooks categories, you can neatly classify products and services much more easily, putting you in complete control over your inventory and sales.

Before now, your inventory and sales items were set up as items and sub-items, a process prone to inventory mistakes and confusion. QuickBooks has replaced this with categories and sub-categories, a game changer for your business and its productivity. Not only do categories help you better understand sales volume and who’s buying what, but they also save you time when completing transaction forms, since you can search for items by categories. All this translates to saving you time and providing you with additional tools to grow your business.

If you already have sub-items in QBO, or are moving over from QuickBooks Pro/Premier, don’t worry; items or sub-items that have child items will be converted into categories, and all sub-items will become stand-alone items and be placed into categories by the same name of the original parent item. QuickBooks will maintain the hierarchy you have established with your items and sub-items.

Confused? Contact us today to discuss how categories affect your business, and we will help you every step of the way.

Sales Form Customization

Another great enhancement is the new Sales Form Customization in QBO. Now, you no longer have to find and use a software program outside of QuickBooks to generate, send and enter invoices, estimates, and other sales collateral into QuickBooks Online.

In addition, Sales Form Customization allows you to bring your business to the forefront. From out-of-the-box layouts, the size and placement of your logo, creative color palettes, and categorizing and customizing any details, you can greatly enhance the customer experience and make your business stand out.

Here are some of the key features:

  • Personal Brand: Your brand is everything – who you are and what you represent … essentially, the look and feel for your business. Color and style choices set you apart, and you can get as creative as you want to catch your clients’ and prospects’ attention with custom-designed colors and styles.
  • Two-in-one Accounting: One of the strongest features within customization is that you can now record transactions and bill at the same time.
  • Sales Tracking: Tracking your sales is now much more accurate because invoices, orders and other forms are kept inside QuickBooks.

Please let us know if you have any questions about any of these new enhancements or how they might affect your bookkeeping. Contact us today to discuss adding QuickBooks customization and categories to your current services. You’ll experience greater efficiency and results to improve your business.

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