QuickBooks Desktop 2021 Updates Respond to New COVID Realities

Intuit the developer of QuickBooks clarifies the enhancement of customers engaged in buying QuickBooks even in pandemic situations. According to Intuit, the QuickBooks desktop usage continues even in COVID-19 with cloud solutions and other useful methods. 

Since the pandemic has put every business in loss, the accountants, CPAs, bookkeepers, and organizations still manage to keep up with their work and the credit goes to QuickBooks. QuickBooks urges accountants to accept one of its Plus subscription levels, which provides an optional remote cloud-based discounted access add-on. 

Here’s the basic that the QuickBooks Desktop 2021 has for its users: 

Automatic customer group

Creating customer groups helps you to find all customers for items such as location, customer type, or the status of the customer that follows those requirements. Then, for particular groups of customers, you can create automatic statements, submit payment notifications or create mailing lists. 

Customized Receipts

For forms such as invoices, sales receipts, forecasts, statements, and purchase orders, create custom templates. To monitor how they appear and what data to include, you can customize these models. 

Automated statements

To schedule statements for your clients, you can use payment notifications or let them know when they have invoices for which they still need to pay you.

The QuickBooks Desktop 2021 has an additional value as compared to QB Desktop 2020 and that value is the addition of automation. The 2020 desktop version with its automation solves major customer issues and helps in various other ways from saving time to remote tasking. 

Let’s know the major benefits of QuickBooks Desktop 2021

1) Customize payment receipts:

For a professional and consistent look through customer correspondence, accountants may customize payment receipt formatting, including logos.

2) Data Level Permissions (available for Platinum and Diamond only):

Improve delegation, accountability and efficiency by allowing users to receive granular data level permissions based on the clients, suppliers and data for which they are responsible.

3) Advanced Inventory Enhancements (only QuickBooks Business Platinum and Diamond):

Barcode label values, measurements of enhanced landing costs, and additional columns in key reports helping to compare alternative suppliers.

4) Improved bank feeds:

By categorizing or batch-editing your bank transactions automatically by payees, accounts and groups, import bank feeds quicker.

5) Receipt management:

Users may use the QuickBooks Desktop Mobile App, or a conventional scanner, to automatically construct classified receipt expense entries. This functionality is included only in the subscription product for QuickBooks Desktop Plus. 

6) Send statements automatically:

Automate your recurring statements to various groups of customers based on their desires or tendencies, saving time every month. 

7) Customer groups:

For more effective and time-efficient contact outreach, users should build rule-based client groups based on fields such as customer type, position, location and balance. 

8) QuickBooks Desktop Manager:

From one management platform, users can find and install all QuickBooks Desktop products.

The COVID-19 has led to more usage of QuickBooks capital which basically grants loans to small businesses that use QuickBooks. The QuickBooks Desktop 2021 is helping those businesses to achieve the funds without paying any prepayment penalties, cancellation charges, or hidden charges with QuickBooks capital. The businesses can apply directly for the loan using QuickBooks and have to follow no additional process. 

Apart from the QuickBooks capital, the QuickBooks Desktop 2021 also has QuickBooks Desktop plus subscription offering that has much more to offer to the customers than the previous version. 

  1. Unlimited customer service (typically valued at $299 annually) at no extra charge. 
  2. Entry to the news release, with the new functionality, security fixes, and compatibility with the latest operating systems from third parties. 
  3. Automatic backup and recovery of data at no extra charge (typically priced at $99 per year). 
  4. Add-on cloud-based remote access with discounts.
  5. Subscription-exclusive attributes: Use the QuickBooks Desktop mobile app, or a scanner, to automatically build and categorize receipt expense transactions. 
Share this post on

Start Your Free Trial

Input this code: captcha

Testimonials

Continued support

I would like to thank you for your continued support. I’m so glad everything turned out well. I owe you one.

Vishal Savadiya

Prompt service

George was outstanding; he fixed my issue within a couple of minutes and got me back to work! Thank you for such prompt service!

Lyndsey Chapman

Best tech support

Your tech person resolved this issue to the best of my satisfaction. He is very knowledgeable, helping and nice person. Thank you for this help.

Bipin Bhatt
KB Accounting & Tax Services

Exceptional service

I appreciate the exceptional service that Duke Williams always provided us at JS Morlu. He is patient, knowledgeable and extremely helpful.

John S. Morlu
Global Managing Partner

Quick response

As always, It was a very positive experience having your technician solve the issue we were currently experiencing.

Brad Pollack
Retail Service Options

Kristi PArker

Was assisted with permission setting, easy process. Thank you.

Origin Books

Mary L Zembruski

They have always promptly resolved any issues I have contacted them about.

Wilson Landscaping

Christopher Hutzel

Easy of working and very helpful

Christopher Hutzel
Compactor Service

Mandy Leong

Great customer service

Mandy Leong
Managed Staffing

Taylor Hill

Not a problem since I started years ago. Support is amazing and couldn’t be quicker. Just tonight, I emailed them and within 1 hour David helped me through an issue and resolved it as quick as I could have asked. Glad I found these guys.

Taylor Hill
Hill Tax, Payroll & Bookkeeping

Serina McCoy

Service was very quick to resolve the issue we had with logging in. Michael Olson emailed and called with in a few minutes on realizing we had an issue and had us back up and working quickly.

Serina McCoy
Gilberts Mobile Service

Mark Tevrucht

thank you reason for stars is my opion nothing is perfect

Mark Tevrucht
T&T AUTO & TRUCK

Nancy Evans

Easy to work with Aaron.

Nancy Evans
Nancy P Evans CPA PC

Tom Cloninger

Excellent service! Very responsive!

Tom Cloninger
RAN Accounting & Consulting

Rich Durso

Anderson solved my issue quickly and efficiently!

Rich Durso
RTD

Juli Hale

We’ve been very happy with the service so far. I would highly recommend Sagenext for hosting QuickBooks and other software. Thank you Michael Olson!

Juli Hale
Vico Plastics, Inc.

Nabila Qureshi

Great Customer service and support. Will highly recommend Aaron was very helpful and knowledgeable

Nabila Qureshi
Tax King USA Inc

Yelena V Moshkovsky

Great service with persistence to solve the issue and easy to reach. Anderson was a lot of help with my remote desktop issue.

Yelena V Moshkovsky
Supporting Strategies

IT Director

Sage Next have been great. We moved from 2 other quickbooks hosting providers to SageNext because it is the fastest server we could find which makes working on it much easier for our team. That plus their team is always available and very helpful!

IT Director
American Foods

Victoria

Very happy with the functionality of the hosted environment and excellent customer service. A human always answers the phone quickly and is always knowledgeable and resolve any issue quickly. Thank you Michael and your support team.

Victoria
Abacus

Cristen Rolen

Worst support team who are getting more time ever.

Cristen Rolen
Cristen CPA Firms

Ed

Aaron was extremely helpful, and resolved my issue quickly and professionally. Sagenext hosting services has been reliable, and support has always been great.

Ed
Zigo Associates

Peg Kelly

Michael Olson was very helpful, professional, knowledgeable and kind. He’s a keeper should have more employees like him. Highly recommend Sagenext.

Peg Kelly
All Star Therapy

Jon Graff

Support has been terrific, every time I’ve had issues I’ve been able to get help quickly which has resolved any issues. Michael Olson recently helped me resolve a backup issue. Thank you Sagenext

Jon Graff
The Reason Foundation

Candi

Prompt support when needed!

The College Music Society

Stacy

Sage is wonderful! Aaron was an incredible help to me!

Elfand & assoc

Brenda

Thank you so much! I use Quickbooks on their servers and they are very helpful for all my computer needs. Thank you Michael for your great support.

BDKdoor

Gwendolyn Terrell

Customer Service was great they was able to fix the issue in a timely matter.

National Tax Center

Newsletter

Free Trial

Sagenext Trial