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QuickBooks Online's New Invoice & Estimate Features: Are They Worth the Hype?

Oct 25, 2024
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QuickBooks Online introduces a game-changing update for accounting professionals with its new invoice and estimate layouts. This release offers enhanced customization options, including customer approvals and integrated Venmo and PayPal payment methods, making it easier to manage sales forms and get paid faster.

Key Features and Changes

  • Enhanced Payment Options: Accept Venmo and PayPal payments seamlessly through QuickBooks Payments, consolidating all transactions with consistent fees.
  • Customization and Management: Easily customize invoices and estimates with new on-screen tools, eliminating the need for templates. Manage transactions with the new "Manage" icon for streamlined actions and status tracking.
  • Missing Features & Feedback: Some features like reference links and price rules are temporarily unavailable, but Intuit is actively responding to feedback to reintroduce them. Your input is crucial for continuous improvement.

Stay Connected and Informed

Curious about how these QuickBooks updates can streamline your workflow? Explore more on our blog for expanded insights and a live demo from our workshop. Embrace the updates, streamline your processes, and get paid faster with QuickBooks!

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