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As there are over , BID codes on Intuits’ systems, it can be very difficult to ascertain if you have the correct code for your bank. The defaults for Wells Fargo will always work. As of March , importing statement data is not possible for users of QuickBooks Desktop all versions or older.

All Collections. Other Integrations. QuickBooks Desktop. Written by Brian Carolan Updated over a week ago. Did this answer your question? The uploaded content will be moved to this newly created album.

You must create an account or sign in if you want to edit this album later on. Start uploading. Drag and drop or paste images here to upload. You can also browse from your computer or add image URLs. Edit or resize any image by clicking the image preview. You can add more images from your computer or add image URLs. The queue is being uploaded, it should take just a few seconds to complete.

Upload complete. You can create a new album with the content just uploaded. Facilitate faster payment by the customer by simplifying the purchase order number lookup process when they receive emailed Invoices from within QuickBooks.

Features: You now have the option in Send Forms to combine multiple invoice emails for the same Customer:Job in a single email to the recipient. Simplify payment processing by the customer by consolidating multiple invoice emails into a single email. QuickBooks users no longer need to download individual invoices and then manually attach them to a single email to the customer.

Note: While this feature is most likely to be used with Customer:Job email communications, it also works for combining multiple emails to Vendors or Employees. Note: Currently this feature does not work if using QuickBooks Payment links on the invoice. Accessible: From a displayed report containing multiple columns, select the Collapse Columns button on the top right of a displayed multi-column report. Features: Easily hide or unhide multiple columns of data in a displayed QuickBooks report with multiple columns.

QuickBooks users can avoid having to export lengthy reports to excel for the purpose of customizing the columns to be displayed. Note: On a multiple Job report for a Customer, the collapse function can be used to hide the job level details and to show the Customer totals only.

On a multiple Class report, the collapse function can be used to hide subclass level details and to show parent level Class totals only.

Features: Enhanced Help content and overall search experience. Improved Help content relevant to the task the QuickBooks user was attempting. Within Help, users are directed to Intuit help content, community content, request for a live agent call back and specifically for Enterprise users, access to Chat support.

Included with: QuickBooks Desktop Pro, Premier or newer will have a persistent menu access point. Also available in Pro or Premier Plus and Enterprise Features: Easily find and open your company files with the addition of a file search option in the No Company Open window.

Efficiently search for company files across multiple connected storage devices. Use a search bar to list key information for help in identifying the correct company file. Note: This feature will be rolled out in phases, first to new payroll subscribers using QuickBooks Desktop , and later for new or existing QuickBooks Desktop and users with a current payroll subscription.

Features: Payroll Setup now includes a simplified guided setup experience. Small business owners can invite their employee to securely fill in their own personal information. In future QuickBooks releases, employees will also be able to complete their personal tax and banking details.