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QuickBooks 2021 New Features

Alison Garcia Mar 2, 2021 12:29:08 PM

Every year, a new QuickBooks version is introduced with additional features and enhancements to ease business tasks for its users. QuickBooks 2021 new features include more automation to save time and boost productivity. In this article, we’ll deep dive into the QuickBooks 2021 upgrade and will help you answer:

  •       When was the QuickBooks 2021 release date?
  •       What’s included in the QuickBooks 2021 new features?
  •       What are the QuickBooks 2021 system requirements?
  •       How to complete the QuickBooks 2021 Upgrade with Qbox?

When was the QuickBooks 2021 Release Date?

The QuickBooks 2021 release date was September 2020 which means it’s available now if you were looking to purchase the QuickBooks 2021 upgrade. QuickBooks 2021 Pro and QuickBooks 2021 Premiere are offered as a subscription or a one-time purchase.

What’s Included in the QuickBooks 2021 New Features?

Both QuickBooks 2021 Pro and QuickBooks 2021 Premiere offer the same features that can be summarized as:

Improved bank feeds – Bank feeds will automatically categorize more of your banking transactions using rules enhanced by artificial intelligence. It will also automatically categorize a majority of downloaded transactions into the proper accounts and ask users to review them if they can’t be automatically matched.

Automated statements - QuickBooks will automatically create statement emails to review and send to your customers. You can also schedule statements to be sent out to groups of customers based on when they need to receive them.

Create customer groups – This feature allows you to use customer groups to send promotional emails to your customers meeting certain criteria from a single place.

Customize payment receipts - This feature allows you to customize payment receipts the same way you customize other QuickBooks standard forms (like invoices and purchase orders). This allows you to send detailed, customized, and professional-looking payment receipts with all the relevant information and data fields you need.

What are the QuickBooks 2021 System Requirements?

In order to use the QuickBooks 2021 new features, your PC must meet the minimum requirements set by Intuit. Your operating system can be Windows 10, Windows 8, Windows Server 2019 or Windows Server 2016. You’ll need a minimum of 2.4 GHz Processor and at least 4GB of RAM.

QuickBooks 2021 Upgrade with Qbox

If you will be upgrading to QuickBooks Pro 2021 or QuickBooks Premiere 2021, the process to upgrade your company file in Qbox can be completed in a few easy steps: 

  1. Start the new QuickBooks Pro 2021 or QuickBooks Premiere 2021 version. Select the ‘Open Company file’ option from the File menu, navigate to the Qbox Folder and open the Company file. 
  2. Lock the file when prompted by Qbox. 
  3. Complete the QuickBooks 2021 upgrade in QuickBooks and close the file or exit QuickBooks.

Once you close the file, Qbox will sync the updated file to your shared users. Your company file will now be updated to the latest QuickBooks 2021 upgrade which will include all QuickBooks 2021 new features. Let us know if you will be updating to the latest QuickBooks 2021 upgrade and if so, what QuickBooks 2021 new features are you most looking forward to using. To learn more about Qbox and how it can share your company files with remote users, please visit 

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