Bookkeeping with QuickBooks Online
Chapter 9
List of Changes
2020
January
- “Create” icon changed to “New” in QuickBooks Online. Updated name of icon and screenshots
March
- Screenshot images added to the Overview of the Accounting System section in Chapter 1
May
- Processing Payroll and 1099s chapter removed due to release of new training guide Accounting Analytics Payroll with QuickBooks Online Payroll
June
- Added information to Chapter 7 regarding new report customization options, including the ability to edit titles within a report
- Updated various screenshots
July
- Updated Banking Page screenshots in Chapter 4
- Updated the "Reviewed" Tab to "Categorized" on the Bank Page
2021
February - March
- Added information regarding Business view vs. Accountant view
- Updated steps for setting up Automated Sales Tax
- Added information on the new QuickBooks Payments instant deposits feature
- Added information on the Grouping feature in Bank Feeds
- Added information on the ability to upload bills from the Receipts page
- Updated requirements for receipt forwarding using email
- Added information on the new Tagging feature
- Added information on the new Payment Links feature
- Added information on the new Online Bill Pay feature
- Added information on the new Dashboard Cash Flow Widget
- Added and updated various screenshots
- The term “Master Admin” changed to “Primary Admin”
October
- Added QuickBooks Online Overview section to Chapter 3 to agree with the Accounting with QuickBooks Online Accountant guide
- Added information on the new two-tab Dashboard format
- Added steps for setting up Custom Fields with the new interface
- Added information on the new Automated Statement Import feature when reconciling an account
2022
August
- Updated interface when adding a new Customer
- Updated interface when adding a new Vendor
- Updated interface for adding a new account in the Chart of Accounts
- Updated “Undeposited funds” account, now called “Payments to deposit” account for new users
- Added information regarding new Autopay and Schedule pay options for invoices
- Added information regarding new Automatic Matching for QuickBooks Payments transactions
2023
January
- Transitioned from a .pdf format to webpage format
2020
January
- “Create” icon changed to “New” in QuickBooks Online. Updated name of icon and screenshots
March
- Screenshot images added to the Overview of the Accounting System section in Chapter 1
May
- Processing Payroll and 1099s chapter removed due to release of new training guide Accounting Analytics Payroll with QuickBooks Online Payroll
June
- Added information to Chapter 7 regarding new report customization options, including the ability to edit titles within a report
- Updated various screenshots
July
- Updated Banking Page screenshots in Chapter 4
- Updated the "Reviewed" Tab to "Categorized" on the Bank Page
2021
February - March
- Added information regarding Business view vs. Accountant view
- Updated steps for setting up Automated Sales Tax
- Added information on the new QuickBooks Payments instant deposits feature
- Added information on the Grouping feature in Bank Feeds
- Added information on the ability to upload bills from the Receipts page
- Updated requirements for receipt forwarding using email
- Added information on the new Tagging feature
- Added information on the new Payment Links feature
- Added information on the new Online Bill Pay feature
- Added information on the new Dashboard Cash Flow Widget
- Added and updated various screenshots
- The term “Master Admin” changed to “Primary Admin”
October
- Added QuickBooks Online Overview section to Chapter 3 to agree with the Accounting with QuickBooks Online Accountant guide
- Added information on the new two-tab Dashboard format
- Added steps for setting up Custom Fields with the new interface
- Added information on the new Automated Statement Import feature when reconciling an account
2022
August
- Updated interface when adding a new Customer
- Updated interface when adding a new Vendor
- Updated interface for adding a new account in the Chart of Accounts
- Updated “Undeposited funds” account, now called “Payments to deposit” account for new users
- Added information regarding new Autopay and Schedule pay options for invoices
- Added information regarding new Automatic Matching for QuickBooks Payments transactions
2023
January
- Transitioned from a .pdf format to webpage format