• P. Seely

QuickBooks Online New Features and Improvements - June 2017


Here’s a quick recap of this month’s enhancements and updates in QuickBooks® Online. Do you have a multi-user office? Three new features that improve functionality for multi-user firms in QuickBooks Online Accountant:

  • Easily assign a new Lead to client accounts. If a lead team member on an account leaves the firm, QBOA will prompt you to assign a new lead team member as the primary point of contact for the client, ensuring your access to the client’s account won’t be interrupted.

  • Track team work in the QBO audit log. Enhanced audit log capabilities allow you to see which team member is working on each activity at a glance. In addition, your clients will no longer see the names of individual team members next to activities in the audit log—just the name of the firm

  • View and edit custom reports across the firm. With QBOA’s new reporting capabilities, all team members working with a specific client will be able to view and edit each other’s custom reports.

There are many more new features on this update. Download from here. You will need Adobe Reader to view. This link will allow you to download a free version for your Desktop or Mobile device.

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