#Quickbooks 2020 help professional#

Such a feature was not available in the 20 version. You can now stay organized by creating customer groups on factors such as customer type, location, sales rep, balances, and status.Ĭhoose the option Customers from the Main Menu bar and select Manage Customer Groups from the Payment Reminders option.The 2021 version enables automatic addition or removal of customers from the conditions pre-defined to help improve customer communication and engagement.Create Customer GroupsĬustomer Groups is a feature that helps bifurcate the customers and create groups depending on the fields such as balance, type, etc. Such a feature is neither available in the 20 version. You will be able to set a default template for the payment receipt feature and categorize, customize, and review multiple receipt transactions in one go.Īccessing receipt management is easy by selecting the Vendors option from the main menu that will land you to the Receipt Management option.

#Quickbooks 2020 help professional#

This feature allows business professionals to customize the payment receipts by adding a logo for a more professional and consistent look.With this feature, you can keep track of the customers’ payments and invoices. Neither of these two is available in the 2019 version. But you could easily set payment reminders for your customers when their invoices were due in the “Automatic Payment Reminders” feature in the 2020 version. This Automatic Statement feature was not available in 2020. You will be shown a pop-up – Automate sending statements and get paid faster. You can even customize the email and statements to be sent to different customers.Ĭhoose schedule payment reminders from payment reminders through the Customers menu. The statements can then be sent from QuickBooks using the chosen template. When you set up the “ Automated Statement” feature, you get pre-defined email templates to choose from.It not only saves time but also allows professionals to focus on other essential tasks. QuickBooks 2021 version helps business owners automate the regularly sent emails.Automatic Statements and Payment RemindersĪs the name suggests, Payments Reminders and Statements is a feature that enables professionals to remind their customers about their overdue payments. This improved Bank Feeds feature was not available in the 20 version. Select Advanced mode and launch Bank Feeds from the banking option in the Menu bar. You will then see Bank Feeds with three options – Advanced mode, Express mode, and Classic mode. Select Edit from the Menu bar, go to the Preferences option, click on Checking. You will now be able to review and resolve the transaction discrepancies quickly.QuickBooks 2021 version enables the categorization of complex automatic bank transactions by using enhanced rules, improved matching, and batch editing.Connecting your account to online banking allows downloading financial transactions so that you don’t have to record them manually. Automatic Statements and Payment Remindersīank Feeds in the QuickBooks Desktop is the online banking feature that helps you connect credit card accounts to online banking.