What’s New in QBO South Africa- Series 3 2022

We know it is important to stay in the know about what’s new in QuickBooks Online. That’s why we are here to share the latest and greatest developments personalised for our South African Customers. 

Upload your receipts and bills to QuickBooks Online 

Introducing Receipt Capture in QuickBooks Online South Africa. We make it easy to upload your receipts and bills from your computer or mobile device. After you upload your receipt or bill, QuickBooks extracts info from it and creates a transaction for you to review. Then, you can edit the receipt or bill, add it to an account, or match it to an existing transaction in the Receipts tab.

Quick-Tip: We don’t recommend uploading receipts or bills with sensitive or personal info, like credit card numbers and government identifiers.

QuickBooks supports PDF,  JPEG, JPG, GIF, and PNG images. If you have a newer iPhone or iPad, your images might be in the HEIC format. You can convert HEIC images to a compatible format.

What’s New in QuickBooks Online Accountant 

Review your clients' books in QuickBooks Online Accountant

Introducing the books review tool to finish specific tasks in each client's QuickBooks Online account every month.

The Books review tool focuses on common yet tricky bookkeeping areas: incomplete transactions, reconciliations, and account balances. It lists key tasks so you can quickly tie up any loose ends and prioritise work, and customise your own tasks for review. You can even collaborate on transactions with your client directly in QuickBooks, send and receive messages, and upload documents. Learn what to review every month for each of your clients in QuickBooks Online Accountant

What’s New in Community

Introducing Quick-Look FAQ based on your most asked questions for topics such as Multicurrency, and Inventory Management.  You will find answers to your top-of-mind questions, all linking out to the relevant self-help articles for further information. 

Featured Article

Format CSV files in Excel to get bank transactions into QuickBooks

Need help formatting your CSV files to upload your bank transactions to QuickBooks Online? If you are uploading bank transactions manually instead of connecting your bank and credit card accounts directly, you will need to make sure the data is in the correct format before you upload. We are here to help you check the format of bank transactions in a CSV file you plan to upload into QuickBooks.

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