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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