Create Customer GroupsĬreating customer groups allows you to find all customers that match certain criteria for things like location, customer type, or the customer’s status. Here’s how to create data level permissions. This makes it so the admin can create users and roles with access permissions at record level for customers and vendors. Data Level Permissionĭata level permissions is a new feature in QuickBooks Enterprise 21.0 that gives restricted access for your users and roles created. Here’s how to use and customize form templates. You can customize these templates to control how they look and what information to include.
Customized Payment ReceiptsĬreate custom templates for forms like invoices, sales receipts, estimates, statements, and purchase orders. Here's how to set up and use receipt management. You can give users access to upload expense receipts to QuickBooks using the mobile app or directly from your computer. Receipt management is a new feature that makes entering your expense receipts easier and faster. Here’s how to create automated payment reminders for statements and invoices. You can use payment reminders to schedule statements for your customers or let them know when they have invoices they still need to pay you for. Here’s what’s included in the QuickBooks Desktop 2021 release and how you can use them to benefit your business. QuickBooks Desktop 2021 brings both new and improved features to help you get paid faster, while making the data your employees see more effective for their role in your company.
Learn what’s new in QuickBooks Desktop 2021.
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