Here’s a list of QuickBooks enhancements for September. Thanks as always for your feedback!
- Bank feed rules. Process bank feed transactions faster and with more control using bank rules. Create rules to scan bank items for certain details, and then assign specific payees and categories to them. Applied rules appear on the Bank Transactions page
here and here. To get started, go to Transactions > Banking > Update > Manage rules (upper right corner). And look for a separate article on how to use rules coming soon! - Send later. A
Send later checkbox now appears on invoices, estimates, sales receipts, credit memos, and related recurring transactions. This lets you change whether you want an individual form to be added to the send queue. Create (+) > Invoice/Estimate/Sales Receipt/Credit Memo.
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