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QuickBooks
Business 

QuickBooks Desktop 2022: New Features

July 14, 2020March 6, 2023 Anika401 quickbooks error support, quickbooks online login, QuickBooks Support

QuickBooks Desktop 2022: New Features

For helping our clients to get paid faster and work more efficiently, QuickBooks Desktop 2022 includes a variety of new and improved features. All while enhancing the reliability and experience of using the software. Moreover, QuickBooks Enterprise Solutions users will realize that by using mobile device technology this year, release the enhancement in the management of fulfilling customer order faster and with more accuracy. Also, you can take assistance from QuickBooks Support page, if you require. You can also get the information about QuickBooks Database Server Manager.

Table of Contents

  • The New features:
  • Scheduled Customer Payment reminders
  • Add the PO number of Customer to subject line in emails
  • Integrate multiple emails for a single customer(job, vendors, or employees)
  • Collapse columns horizontally in job or class reports

The New features:

Scheduled Customer Payment reminders

This feature is included with QuickBooks Desktop Pro, Premier, Accountant 2020 and Enterprise 20.0. And, these are accessible from the menu bar, click on Customers > Payment Reminders.

By this feature, you schedule the task of reminding customers of open accounts receivable balances. For small businesses, getting paid on time is critical. Users can do this following that are listed below, with this new feature:

  • Make a reminder email template.
  • Build customers specific mailing lists and identify late paying customers.
  • For a specific list of customers with overdue balances, you can schedule email distribution.
  • From the other email communications, track reminder emails sent separately.
  • Also, you can view the History link on the displayed invoice.
  • And, you can also send an email tab on the customer, job information window.

Add the PO number of Customer to subject line in emails

It is accessible from the menu bar, click on Edit > Preferences > Send Forms > Company Preferences. Choose the appropriate template and click on Edit. then select the Customer-PO (subject).

By this feature, you can do several things like, to include the Customer’s purchase order number in the subject line, you can modify the email template for customer invoices. By simplifying the purchase order number lookup process by the customer when they receive emailed Invoices from within QuickBooks to facilitate faster payment.

Integrate multiple emails for a single customer(job, vendors, or employees)

Ait is accessible from the menu bar, click on File > Send Forms and select the box “Combine forms to a recipient in on emailâ€.

In this you can use some features like, to combine multiple invoices emails for the same customer (job in single email to the recipient). By the customer, simplify payment processing by the customer by consolidating various invoices emails into one email. Now, the users of QuickBooks don’t have to download different invoices and then manually attach them to a single email to the customer.

If you are using QuickBooks Payment links on the invoice then this feature does not currently work.

Collapse columns horizontally in job or class reports

It is accessible from the menu bar, click on Edit > Preferences > Send forms > Company Preferences. Then, from the insert field button, choose the appropriate template and click on Edit. then select Customer-PO (subject).

  • For customer invoices, modify the email templates to include the Customer’s purchase order number in the subject line.
  • And, by the customer, simplify payment processing by the customer by consolidating various invoices emails into one email.

This contains the information about the new features of QuickBooks Desktop. If you want to get more information on this topic or any other topic related to QuickBooks call on toll free QuickBooks Phone Number and it also provides QuickBooks Payroll Support. You can directly speak to our Intuit certified experts, they will definitely solve your issue and, also if you have QuickBooks Online Login issue.

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