To select the scheduled statement timing, from the menu bar, select Different templates (Email and Statements) could be used for different Customer Groups. Statements can be reviewed, and will be sent from QuickBooks, using the predefined email templates which are configured in the Automated Statement setup. New Features: With this feature, you can automate the regularly sending statement emails, tailored to different customer needs. Or optionally choose Lists > Manage Groups. Hence you can easily manage and automate communications with them.Ĭustomer Groups can then be used to automate the process of sending invoices or statements.Ĭustomers > Payment Reminders > Manage Customer Groups, New Features: Create rule-based customer groups based on the fields such as status, customer type, location, sales rep, balance, etc. This feature enables you to efficiently categorize, review, and manage multiple receipt transactions at once.Įditions covered: QuickBooks Desktop Pro Plus, Premier Plus, Accountant 2021, and Enterprise 21.0. You can stay organized by attaching the digital receipt images to expense transactions for the purpose of audit trails. Just take a photograph of the receipts, then import and review. New Features: Automatically create and categorize the receipt expense transactions in your QuickBooks from the QuickBooks Desktop mobile app by capturing the receipt data. With the enhanced rules, gain flexibility and efficiency that helps you to quickly search, define, and categorize transactions.Īccessibility: Navigating to the menu bar, select,Įdit > Preferences > Checking > Bank Feeds > Advanced Mode.įor launching Bank Feeds from the menu bar, select,īanking > Bank Feeds > Bank Feeds Center.Įditions covered: QuickBooks Desktop Pro, Pro Plus, Premier, Premier Plus, Accountant 2021, and Enterprise 21.0. New Features: You can categorize bank transactions automatically with more details by using enhanced rules, batch editing, and improved matching.
2 In Conclusion QuickBooks Desktop 2021 – New Features: 1) Bank Feeds:
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