Update 6.22.12 We are currently recruiting a limited set of customers for a Sales Tax Beta. If you are interested, please fill out the survey at
Track multiple sales tax rates, email invoices in HTML, GoPayment integration and more coming soon with our next release being rolled out over the next few weeks. As always we hope that these changes benefit you. So keep the comments coming!
GoPayment integration – accept credit cards on your mobile device
In case you haven’t heard about or used Intuit GoPayment, check it out here http://gopayment.com/. We have now integrated QBO with GoPayment so that you can accept credit card payments on your mobile devices. This is an exciting new way to accept payments and many of our customers have been asking for this.
New Sales Tax
We will be soon introducing our new sales tax feature that will allow you to record multiple sales tax rates. This will be a major departure from the current sales tax implementation that only allowed one default tax rate.
What you see today
The image below shows the Sales Tax preference on the Company > Preferences page.
Once we roll out this new sales tax, the above old preference will be removed from the Preferences page. For those users that have sales tax checked, you will notice that as soon as you uncheck this checkbox and save the preferences, this whole section will now point you to the new Sales Tax center where you will manage any sales tax related features.
Sales Tax Center
The new Sales Tax Center helps you manage and track sales taxes. With it, you can
- Set up sales tax (both single and combined rates) so you can charge sales tax on invoices and other sales forms
- See current and upcoming sales tax due by agency
- Record your tax payments in one spot, instead of using a paid bill or check
- See recent sales tax payments
The 1st time you come to this page, you will see
You will then be required to setup sales tax rates as shown below. If you had previously set up a default sales tax rate we will automatically create a new one for you with that percentage.
After adding a sales tax rate, the Sales Tax center will show you sales tax owed and recent payments. If you don’t have any sales transactions with sales tax for an agency, it will show as zero.
What will you see on transaction pages with this new sales tax
Below is a screenshot of an invoice page showing you the new sales tax select drop down, where you can choose a particular rate.
What happens to existing transactions using old sales tax?
Nothing will happen to your existing transactions. You probably have prior transactions that were saved using the old sales tax. When you open them, they will show as before, with the old styled sales tax box. If you edit them, they will still use the old sales tax. Going forward, if you had a default tax rate of 10%, we will create a new rate in the drop down using that percentage.
When can I start using the new Sales Tax?
In order to make the transition a smooth one you will only be able to start using the new sales tax rates starting on Nov 1st. This way all sales transactions prior to Nov 1st will have the old sales tax rate and all sales transactions starting Nov 1st can use the new sales tax rates. This makes it easier when you go to pay and record your sales tax for the months of October and November. You’ll pay your sales tax for October in the same way you’ve always done. You’ll pay (record) sales tax for November from the Sales Tax Center.
UPDATE: The roll out of the new Sales Tax has been delayed.
Guest Payments using Intuit PaymentNetwork
If you were using IPN thus far, you would have noticed that we required all of your payees to sign up for this service. This was a barrier to use and so lots of people just didn’t pay using IPN. You’ll be happy to know that we are removing this requirement and letting anyone send payments without the need to sign up for IPN. Look at Company > Preferences > Accept Online Payments for more information. In case you didn’t know how IPN worked, see the image below for the typical workflow.
Track your business on-the-go with QB Mobile
We have free native apps connecting to QuickBooks Online on the iOS and Android. Follow the links below to download QB Mobile. We know many customers have been asking for the ability to do tasks on their mobile devices. Right now you’ll be able to create invoices and estimates and manage your customers. We are updating these apps frequently so stay tuned!
QB Mobile for iOS
QB Mobile for Android
Emailing invoices in HTML
Right now you can e-mail invoices as plain text with a PDF attachment. We are now expanding this further to allow HTML emails instead of plain text. They look much nicer! To email in HTML, enable the preference under Company > Preferences > Form Delivery. There is an HTML version for both the summary and full version. Please note this a Beta feature and we will be looking for feedback through the feedback widget to make changes and adjustments in the coming months. See the image below for an example.
*There is a known issue with the logos for Outlook 2007. Logos are properly sized for all other email clients, but Outlook 2007 does not respect the size contraints of the logo. We will have a fix with the next update.*
New Customer Add Dialog
We are introducing a newly designed dialog for adding customers. For the moment you will only see this when adding a new customer from the Customer Center. Other pages will still show the old dialog. We will be using this new dialog hence forth for any newly designed pages requiring the functionality of adding customers.
You should find this one cleaner and less cluttered. We have logically grouped similar sections together and made it more aesthetically pleasing than it was before. You will also notice that this dialog is no longer a window based popup so it will definitely not lock out your browser tab. This allows you to switch to other tabs if you are copy / pasting customer information from another tab like from an email.
Tip: When adding a new customer, our system only requires that you enter a name or a company name. Even though the dialog has a lot of other fields to fill out, you can choose to ignore them till later if you don’t have the information on hand right away.
Tip: Many of our users have low resolution screens. If you are one of those users and don’t plan on upgrading to a newer monitor anytime soon, try using a browser like Google Chrome, Firefox or Internet Explorer 9. And remove any / every toolbar you have (if any, not including your bookmarks or favorites bar). 3rd party toolbars in modern browsers are absolutely redundant and unnecessary these days as most functionality is already built into the browsers.
New drops downs and simpler add dialog
With this dialog you will also notice our new drop down select boxes. We talked about them in this blog post. You should be able to search as you type. Since we are now allowing a full text search, you should be able to find a customer by searching for it’s parent or find a customer by searching some part of the customer name. You will also notice the new quick adding dialogs for payment methods and terms. Previously both of these were window based popups and now they are not.
Customer Center Improvements
There were some formatting changes made to the transactions area of the customer center as well as an enhancement. You will notice the new transaction button is now on the left and much more prevalent. From this button you can add a new statement, charge, invoice, payment, sales receipt, or recurring template. You will also notice the filters have been moved to the right of the grid, with a new print button on the left. This print button mirrors the print from the invoice list, allowing you to now print everything in the grid. Select a customer, then select any transaction or date filters from the drop downs to filter what you wish to see in the grid below, and then just click print.
Refreshed look of the Accountant Center
We recently introduced the Accountant Center for QuickBooks Online Accountant (QBOA). The accountant center has been refreshed a bit to better suit the needs of accounting professionals. Some modules has been re-arranged and certain tasks highlighted. For more check out the link above or http://qboa.intuit.com
Text messaging and alerts
This feature should now be available to all. You can look up company information on your mobile phone with simple text messages. Subscribe to receive customized push alerts and keep updated on upcoming invoices and bills. Look at the Text Messaging menu option under the Company tab.