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QuickBooks Pro 2021 New Features
Improved Bank Feeds
Customer Groups
Automated Statements
Customizable Payment Receipts
Improved Matching Workflow for QuickBooks Payments
PDF preview for email forms with attachments
Improved employee setup screen for Payroll users & Payroll Liability reminders
Receipts Management (PLUS & Enterprise only)
https://www.firmofthefuture.com/content/quickbooks-desktop-2021-improved-productivity/
Improved Bank Feed
Automatically categorize bank transactions with more detail by using:
Enhanced rules
Batch editing
Improved matching
New Receipt Management for Plus Premier & Accountant
Automatically create and categorize receipt expense transactions
Use of QuickBooks Desktop mobile app to capture receipt data
Photograph receipt, import, and review
Attach digital receipt images to expense transactions for audit trails
Categorize, review, and manage multiple receipt transaction at once
Customer Groups
Create rule-based customer groups based on fields such as
Customer type
Status
Location
Sales rep
Balance
Manage and automate communications to them
Can be used to automate sending of invoices or statements
Automated Send Statements
Automate regularly sent statement emails
Customize to different customer needs
Statement can be reviewed and sent from QuickBooks
QuickBooks will use the predefined email and templates configured during the automated Statement setup
Different templates can be used for different Customer Groups
Customize & Format Payment Receipts
Includes ability to add logo
Can create multiple formats to use for specific customer
Invoice & Attachment Review
Preview the invoice and attachments from the Send Invoice view in QuickBooks
No longer need to manually open each attachment outside of QuickBooks to confirm accuracy