New and improved features in QuickBooks Desktop 2022

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QuickBooks Desktop 2022 subscription offering

Note: QuickBooks Desktop will now only be selling its Pro, Premier, and Mac products as Pro Plus, Premier Plus, and Mac Plus subscriptions. QuickBooks Desktop Enterprise has been a subscription offering for a few years. Businesses will now have the following benefits of having QuickBooks Desktop as a subscription. The following are features included with the QuickBooks Desktop Pro Plus and Premier Plus (Windows) editions:

  • Access to the latest version, with the most up-to-date features, security patches, and support for third-party operating system changes1.
  • Up to 38% faster, more reliable QuickBooks computing power (64-bit)2.
  • Unlimited customer support and data recovery at no additional charge (a $299.99 annual value)3.
  • Premium time saving and money management features.
  • Increased productivity with the QuickBooks Desktop mobile app.*

*QuickBooks Desktop 2022 mobile app features will be available as of 10/12/2021.

Intuit account requirements for QuickBooks Desktop

Included with: QuickBooks Desktop Pro Plus, Premier Plus, and Accountant Plus 2021. All editions of Desktop Enterprise 22.0.

Note: Beginning with QuickBooks Desktop 2021 maintenance release 5 and newer, an improved user experience and security protocol was introduced. The requirement is needed to take advantage of many of the new features detailed in this article. QuickBooks requires that the Company owner log in to an Intuit® account as prompted when opening the Company file with the Admin user credentials.

Having an Intuit account provides a secure, single source login for access to all of Intuit’s powerful offerings, including owned QuickBooks Desktop software and connected services.

You can learn more about this functionality by reading this article or by watching this video.

Accessible: The steps mentioned here will help business owners give additional users access to the integrated apps via the Intuit account. Log into the QuickBooks file with the Admin credentials, and then from the menu bar, select Company > Set Up Users and Passwords > Intuit Account User Management. Users set up here will have access to selected integrated apps, but will not have access to the QuickBooks Company file. To grant access and rights to the Company file, from the menu bar, select Company > Set Up Users and Passwords > Set Up Users (QuickBooks Pro Plus and Premier Plus). For QuickBooks Desktop Enterprise from the menu bar, select Company > Users > Set Up Users and Roles.

NEW! Enhanced computing power (64-bit compliant)

Included with: QuickBooks Desktop Pro Plus, Premier Plus, Accountant Plus 2022 and all editions of Desktop Enterprise 22.0.

Accessible: Users will only be able to install QuickBooks Desktop 2022 for computers running 64-bit Windows. To confirm the successful install of 64-bit, launch QuickBooks Desktop. Using a Windows keyboard select the F2 key. The Product Information window displays. At the top and center of this window, you will see your product edition, maintenance release, and “(64-bit)” listed.

Features: QuickBooks is noticeably quicker, which allows users to complete accounting tasks faster. Enhanced computer power with 64-bit helps to stay compliant with modern operating system standards. 64-bit computer power will help to maintain seamless third-party integrations by utilizing preferred developer infrastructure.

64 Bit

Note: Desktop 2022 is not compatible with 32-bit computing. Customers on 32-bit software and hardware must upgrade to 64-bit compatible hardware and software to be able to use QuickBooks Desktop 2022. See QuickBooks Desktop 2022 system requirements.

NEW! Upload vendor invoices via mobile device and auto-create bills for review

Included with: QuickBooks Desktop Pro Plus, Premier Plus, Accountant Plus 2022, and all editions of Desktop Enterprise 22.0. The QuickBooks Desktop app is available for Android and Apple mobile devices, as of Oct. 12, 2021.

Accessible: There are multiple access points. From a mobile device, open the QuickBooks Desktop app, log in, and select Snap and Upload Bill. See this how-to video. From an open QuickBooks Company file, from the menu bar, select Vendors > Upload and Review Bills.

Features: Snap a picture of a vendor bill using the QuickBooks Desktop mobile app or request that your vendor email their invoices directly to your customized QuickBooks email. Using algorithms for artificial intelligence/machine learning, QuickBooks Desktop will create a vendor bill transaction from the uploaded vendor invoice for your review and approval. QuickBooks will store the digital copy of the bill to the computer where the QuickBooks Desktop file is stored.

Note: Only users included in the Intuit account associated with the QuickBooks Desktop Company file will be permitted to email or upload vendor bills. For more information refer to the previous topic on the Intuit account mandate in this article.

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NEW! Pay bills online with Melio® from within QuickBooks

Included with: QuickBooks Desktop Pro Plus, Premier Plus, Accountant Plus 2022, and all editions of Desktop Enterprise 22.0.

Accessible: From the menu bar, select Vendors > Pay Bills. Optionally, from a displayed vendor bill, select Schedule Online Payment found on the top right of the main ribbon.

Note: If paying a vendor bill with a payment type that includes a separate processing fee, QuickBooks will create a vendor named Melio and these charges will be added as a vendor bill. As the charges are deducted from your funding source, QuickBooks will record the fee bill as paid. Optionally, on demand, users can select from the menu bar, Sync Online Bill Payments to sync these details with the QuickBooks Company file.

Features: Using services provided by Melio4, schedule vendor payments online from within QuickBooks. Assign a specific day for the payment to be processed and sent. The QuickBooks user can choose to pay their vendor bills by any of the following methods: ACH, debit, or credit card. Separately, you can choose how your vendor will receive the payment – as a deposit in their bank account (ACH) or as a paper check. Vendor payment details are securely recorded with Melio and not in the QuickBooks Desktop Company file. Once the payment is processed, QuickBooks marks the bill as paid, for easy visual confirmation. Take a look at this video on how to pay bills online with QuickBooks Desktop.

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NEW! Accounts payable approval process

Included with: All editions of QuickBooks Desktop Enterprise 22.0.

Accessible: From the menu bar in QuickBooks Desktop Enterprise, select Company > Track and Approve Transactions.

Features: Manage cash flow by defining a customizable approval process for vendor bills received. Confidently delegate accounts payable tasks, knowing you have an established bill approval process before a vendor bill can be processed for payment. The convenient dashboard organizes those bills that require specific approval before being paid. Both the accounts payable clerk and selected approvers receive emails keeping them informed of the status of vendor bills. For a video on how to set up custom bill approval workflows, click here.

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NEW! Customize and email vendor bill payment stubs

Included with: QuickBooks Desktop Pro Plus, Premier Plus, Accountant Plus 2022, and all editions of Desktop Enterprise 22.0.

Accessible: To modify the bill payment stub, from the menu bar, select Lists > Templates and select the Bill Payment template. Optionally, from a displayed vendor bill payment transaction, on the formatting ribbon select Manage Templates. Print the newly customized Bill Payment Stub from the Payment Summary window or optionally, from the menu bar, select File > Print Forms > Bill Payment Stubs.

Features: Maintain professional and consistent communications by emailing customizable bill payment stubs to your vendors. Modify the bill payment stub to include your business logo, along with details of the payment made in QuickBooks.

NEW! Attach documents to QuickBooks using a mobile device

Included with: QuickBooks Desktop Pro Plus, Premier Plus, Accountant Plus 2022, and all editions of Desktop Enterprise 22.0. The QuickBooks Desktop app is available for Android and Apple mobile devices, as of Oct. 12, 2021.

Accessible: From a mobile device, log into the QuickBooks Desktop app (free) and select Document, then follow the prompts.

Features: Conveniently snap a picture of document(s) with the free QuickBooks Desktop mobile app. Or optionally scan documents into the QuickBooks Desktop Attachment Center. Attach these documents efficiently to transactions or records eliminating the need to keep paper copies.

NEW! Choose from multiple email customer contacts

Included with: QuickBooks Desktop Pro Plus, Premier Plus, Accountant Plus 2022, and all editions of Desktop Enterprise 22.0.

Accessible: From the menu bar, select Customers > Customer Center. Select the customer record for which you want to create multiple email addresses. From a displayed Customer invoice, select email or from the menu bar, select File > Send Forms.

Features: Emailing your customers their invoices from within QuickBooks? Efficiently choose email(s) from a drop-down selection of the emails associated with your customer’s record.

NEW! Add-on e-Commerce integration powered by Webgility®

Included with: QuickBooks Desktop Pro Plus, Premier Plus, Accountant Plus 2022, and all editions of Desktop Enterprise 22.0.

Accessible: Available as an add-on for an additional fee. From the menu bar, select Company > My Company.

Features: For QuickBooks Desktop users with an online storefront presence. Webgility5 is an industry leading platform that integrates with QuickBooks Desktop to simplify e-commerce management. With three different packages to choose from (Core, Classic, and Deluxe), this add-on provides a seamless e-commerce integration with top online stores such as Shopify, WooCommerce, Big Commerce, Magento and industry-leading online marketplaces like eBay, Amazon, and Walmart.com. Easily add new product listings and update inventory management details to your online channels. It includes the flexibility to work with your preferred shipping provider, with integrations to UPS, FedEx, ShipStation, and Stamps.com.

NEW! Payment links for customer pre-payments

Included with: QuickBooks Desktop Pro Plus, Premier Plus, Accountant Plus 2022 and all editions of Desktop Enterprise 22.0 with an active QuickBooks Payments6 account.

Accessible: From the menu bar, select Customers > Payment Links. Or optionally, from the Home Page > Payment Links.

Features: Request money from your customer as a “deposit” for services and or products not yet provided without sending an invoice. Email the link to the customer for them to process the payment without having to receive an invoice. Users can track the payment links sent in QuickBooks. When the payment is received QuickBooks will record the payment as an unapplied customer credit in the Accounts Receivable account.

NEW! Instant deposits for QuickBooks Payments account users

Included with: QuickBooks Desktop Pro Plus, Premier Plus, Accountant 2021, and Desktop Enterprise 22.0. Maintenance release 5 and newer with an active QuickBooks Payments7 account.

Accessible: From the menu bar, select Customers > Billing Solutions > Download Payments. There are multiple access points in QuickBooks Desktop. Setup requires only debit card details and a one-time verification.

Features: Merchant payments can be instantly deposited into the business bank account. Quicker funding helps the business manage their day-to-day expenses. Review the Instant Deposit details (available balance, connected debit card, fees, etc.) and accept the deposit in a single step.

NEW! Next day direct deposit for Assisted Payroll subscribers

Included with: QuickBooks Desktop Pro Plus, Premier Plus, Accountant Plus 2022 and all editions of Desktop Enterprise 22.0 with an active Assisted Payroll8 subscription.

Accessible: When processing payroll with an active Assisted Payroll subscription.

Features: Pay employees faster and keep funds for longer in the business bank account; process payroll any time before 5pm (PT) the day before payday. The business owner processes payroll one day before payday. Funds will be debited from the bank account on payday.

NEW! Simplified Assisted Payroll activation

Included with: QuickBooks Desktop Pro Plus, Premier Plus, Accountant Plus 2022 and all editions of Desktop Enterprise 22.0 with an active Assisted Payroll subscription.

Features: Set up Assisted Payroll easily and get to your first payroll faster with a streamlined and well-guided assisted payroll activation process. Fewer steps are now needed in setting up Assisted Payroll in QuickBooks Desktop Plus.

NEW! Discovery hub

Included with: QuickBooks Desktop Pro Plus, Premier Plus, Accountant Plus 2022, and all editions of Desktop Enterprise 22.0.

Accessible: From the top right, on the menu bar, select Discovery Hub.

Features: Preview of new features included with the release of QuickBooks Desktop Plus 2022.

NEW & IMPROVED! QuickBooks Desktop Mac Plus 2022

Note: QuickBooks Desktop Mac 2022 is transitioning to a subscription model, and will now be called QuickBooks Desktop Mac Plus. Businesses will now have the following benefits of having QuickBooks Desktop Mac Plus:

  • Access to the latest version, with the most up-to-date features, security patches, and support for third-party operating system changes9
  • Unlimited customer support10
  • Data recovery11
  • Premium time saving and money management features

Unlimited customer support – Access to live customer support through convenient messaging and call-back options, at no additional cost.

Improved bank feeds12 – Automatically categorize bank transactions with more detail by using enhanced rules, batch editing, and improved matching.

Receipt Management – Automatically create and categorize receipt expense transactions in QuickBooks by directly importing receipt data from your iPhone or a PDF.

Automatically send customer statements – Automate the process of creating statement reminders to send to your clients.

Apple silicon processor compatibility – Accomplish your accounting tasks faster with a QuickBooks optimized to work with legacy Intel processor-based Macs, and the latest Apple Silicon processor-based Macs.

Create customer groups – Create rule-based customer groups based on fields like customer type, status, location and balance, so you can easily manage and communicate with customers.

Choose from multiple email contacts – Send emails more quickly by choosing the right recipients from a list of your customer or vendor contacts.

Transaction improvements – Save time managing transaction details with easy to reference reconciliation status and one-click export to Microsoft Excel.

Collapse report columns & rows – Hide columns and rows to see simple, easy to read totals in reports with jobs & classes.

Disclaimers

1Upgrades to a new version will be provided if and when they become available.

2Based on lab testing vs. prior QuickBooks Desktop (32-bit) versions using a 1GB average file size. Average speed improvement was observed when running “Report Profit and Loss Detail Accrual.” An average speed improvement of 31% was observed on a 400MB file when running “Custom Transaction Detail Accrual Report.” Actual results may vary.

3Available from 6am-6pm Mon-Fri (PT) for Pro, Premier and Plus customers. Enterprise access available 24/7. Hours exclude occasional downtime due to system and server maintenance, company events, observed U.S. Holidays, and events beyond our control. Access to messaging with live experts or call back support requires a QuickBooks Care Plan, and an internet connection. Care plan is included with Plus and Enterprise subscriptions. A la carte Annual Care Plan MSRP is $299.99.

4Additional fees apply when paying with a credit card, or when using optional Fast ACH and Fast Check expedite services.

5E-commerce integration requires an active and current version subscription of QuickBooks Pro Plus, Premier Plus or Enterprise) and a separate Webgility E-commerce account subscription. E-commerce integration subscription will be billed directly from Webgility. Your Webgility account will automatically be charged the package price on a monthly or annual basis, starting at sign up, until you cancel. To cancel your E-commerce subscription at any time, log into your Webgility account customer portal or contact Webgility customer success team at [email protected] or by call 877.753.5373 ext. 2. Your cancellation will become effective at the end of the monthly billing period and your subscription will terminate at that time. You will not receive a prorated refund; your access and subscription benefits will continue for the remainder of the billing period. Cancellation or termination of QuickBooks will not automatically cancel your Webgility subscription.

6QuickBooks Payments account subject to eligibility criteria, credit and application approval. See Important Info, Pricing, Acceptable Use Policy and Merchant Agreement. Access to features above may require download of the latest QuickBooks update.

7QuickBooks Payments account subject to eligibility criteria, credit and application approval. See Important Info, Pricing, Acceptable Use Policy and Merchant Agreement. Access to features above may require download of the latest QuickBooks update.

8Available to QuickBooks Desktop Assisted Payroll users. Payroll processed before 5:00 PM PT shall arrive the same business day (excluding weekends and holidays). Requires setup of direct deposit and bank verification. Next-day direct deposit may be subject to eligibility criteria. Deposit delays may vary because of third party delays, risk reviews, or issues beyond Intuit’s control. Direct deposit service is free for W-2 employees with your Payroll subscription. Additional fees apply for 1099 contractors paid by direct deposit.

9Upgrades to a new version will be provided if and when they become available.

10Available from 6am-6pm Mon-Fri for Pro, Premier, Mac and Plus customers. Enterprise access available 24/7. Hours exclude occasional downtime due to system and server maintenance, company events, observed U.S. Holidays and events beyond our control. Access to messaging with live experts or call back support requires a QuickBooks Care Plan, and internet connection. Care plan is included with Plus and Enterprise subscriptions. A la carte Annual Care Plan MSRP is $299.99

11QuickBooks data recovery service will try to help you recover your data should your company file experience data loss or corruption. Full recovery of corrupt or damaged files is not guaranteed.

12Online services vary by participating financial institutions or other parties and may be subject to application approval, additional terms, conditions and fees.

QuickBooks Desktop 2022 Product Summary

Intuit has just announced the release of the QuickBooks Desktop product line for 2022. Very soon, QuickBooks ProAdvisors (for Desktop), Enterprise Users, and QuickBooks Pro/Premier Plus subscribers will be notified concerning the availability of the initial release.

This year, one of the significant changes comes with the end of the software’s stand-alone QuickBooks Pro and Premier versions. There will not be a version of QuickBooks that users can purchase outright any longer. Instead, all 2022 Pro and Premier versions will be Plus subscriptions.

Similar changes are being made to the QuickBooks for Mac product, with the 2022 version available only as a new Plus subscription. While you won’t find QuickBooks for Mac Plus 2022 in this feature, Insightful Accountant will publish a stand-alone summary in the days to come.

QuickBooks prices are also changing for 2022. That information will be covered in a separate article, as will other details surrounding the changes mentioned above. Read about some of the price changes impacting QuickBooks Desktop ProAdvisors in our article here.

The Author has been privy to various pre-release versions of QuickBooks 2022 for months and has had multiple communications with Intuit personnel, including product managers and developers, so we can help you learn about the new products. This article provides a synopsis of the new features that Insightful Accountant will publish in a series of feature-specific articles. As in years past, one of those articles will be “My Favorite Newbies,” telling you about the specific product changes I like best for 2022 as the finale to the series.

Please be sure to tune in for our September QB Talks webinar scheduled for 2 pm Eastern on October 6, 2021, when Laura Madeira joins me to bring you a special version of her “What’s New in QuickBooks Desktop for 2022“. Laura develops the new years’ QuickBooks Desktop training content and exam materials for Intuit, so nobody is more knowledgeable about the new features in this year’s products. You can Register Here for the Webinar.

What’s New for 2022

QuickBooks Pro & Premier Desktop will be available as Subscription Only ‘Plus’ Versions

QuickBooks 2022 will mean significant changes for Pro and Premier users, transitioning those versions from availability as traditional retail products to subscription-only ‘Plus’ versions. In other words, the one-time purchase (retail) versions of Pro and Premier are being eliminated as of the 2022 product year. 

By transitioning to an ‘all subscription’ version of these products, the ‘Plus’ versions allow for better release control and version maintenance, security patch updating, and the newest and best feature functionality. The ‘Plus’ versions also offer unlimited customer support and data recovery with online backup included in the subscription service (a $299 per year service if purchased separately). 

Elimination of the retail versions means Intuit will ultimately support the most current product for all their customers rather than multiple years of products. As a result, they can deliver subscription-based resources to the ‘Plus’ products and customers for enhanced support and faster service.

Intuit has prepared a special video on upgrading from Pro/Premier (stand-alone) to the Plus versions which you will find here.

You can read more about ‘Subscription-only’ versions of QuickBooks Pro and Premier for 2022 in our article here.

Discover What’s New with Discovery Hub

At the far right of the QuickBooks Desktop Menu bar you will find the Discovery Hub that gives you a preview of the new and improved features found in QuickBooks Desktop for 2022.Expand

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QuickBooks 2022 is Now 64-Bit

QuickBooks 2022 has enhanced computing power and can better utilize 64-bit processors found in most of today’s computers, allowing them to access over four billion times the physical memory of legacy 32-bit processors.  64-bit means quicker completion of QuickBooks tasks, including running reports, creating transactions, and reconciling bank accounts. These revisions should be especially noticeable in larger Company files.

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QuickBooks 2022 will require a 64-bit compatible Windows operating system to run, and anyone with an older 32-bit computer will NOT be able to use any version of QuickBooks 2022.

The upgrade of QuickBooks 2022 to 64-bit means that the application is compliant with modern operating system standards. Microsoft is discontinuing support for 32-bit apps on its operating systems and is pushing all developers to move to the 64-bit standard required for Windows 11 due out later this year.  In addition, many 3rd-party applications are in the process of sun-setting support for 32-bit applications. Instead, they will only offer versions of their software that work with 64-bit applications, so the transition of QuickBooks from 32-bit to 64-bit helps ensure compliance with the preferred developer infrastructure. You can read more about 64-bit QuickBooks 2022 in our article here.

This new functionality will be available to all QuickBooks Desktop 2022 users, including Pro Plus, Premier Plus, QuickBooks Desktop Accountant, and all QuickBooks Desktop Enterprise Solutions (v22.0) versions in the United States, Canada, and the United Kingdom.

Upload Vendor Bills

Upload Vendor Bills (at the time of release, this feature may be called ‘Upload Bills’) allows you to upload vendor bills to QuickBooks Desktop using a mobile app.  As a result, Bill entry becomes significantly easier and faster because QuickBooks users can capture an image of the vendor bill wherever they are and upload it.Expand

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QuickBooks will parse the relevant information (Vendor Name, Date, Amount) from the uploaded Bill, auto categorize, and match the bill to an existing Purchase Order or Vendor Bill (if available). The user can review and approve the uploaded bill information and auto-categorized matches before the uploaded information impacts the register. Uploaded images of the bills will be attached to the appropriate transaction.

See the new Upload Vendor Bills feature in this Intuit-produced video here.

This new functionality will be available to all QuickBooks Desktop 2022 users, including Pro Plus, Premier Plus, QuickBooks Desktop Accountant, and all QuickBooks Desktop Enterprise Solutions (v22.0) versions in the United States.

Bill Pay powered by Melio

Bill Pay (powered by Melio) allows businesses to pay their Vendor Bills online directly from QuickBooks Desktop. This new feature lets users schedule vendor payments using their Debit card, a Credit card, or EFT from their bank and sends payment to their vendors. In addition, because they can choose how their Vendor receives payment, either as a deposit into their bank account or via a check, they can pay their vendors according to their preferences.Expand

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See Bill Pay (powered by Melio) in an Intuit-produced video here.

ACH and Debit card transactions are processed ‘free’; if users choose a Credit card for payment, a 2.9% per transaction fee assessment will be made. Additional fees also apply when using optional ‘Fast ACH’ and ‘Fast Check’ expedited services.

This new functionality will be available to all QuickBooks Desktop 2022 users, including Pro Plus, Premier Plus, and all QuickBooks Desktop Enterprise Solutions (v22.0) versions in the United States.

Customize & Email Bill Payment Stubs

This two-fold feature for 2022 lets you customize your Bill Payment stubs so that they look as professional as your other forms. From a technical standpoint, customizing your Bill Payment stubs isn’t much different than customizing any other template form (Invoices, Purchase Orders, etc.) in QuickBooks. However, the new functionality lets you email your Bill Payment stubs directly to the Vendor from within QuickBooks without printing, scanning, and attaching them to an email.

I really had never used Bill Payment stubs in my own practice, but it wasn’t too long ago that I was made aware that many businesses send these stubs to their vendors to make sure that payments are correctly applied to open transactions. Having the ability to customize these stubs to provide more information will make a significant difference to many QuickBooks users. I think this one new feature is going to make a lot of users very happy.

QuickBooks Desktop 2022 Features Key Updates

Intuit has introduced QuickBooks Desktop 2022, which includes new capabilities with major money movement, data sync and speed improvements that will help your small business clients complete more accounting tasks quicker.

Below is a brief dive into the core updates made to the product.

QuickBooks Desktop 2022 Subscription Offering

QuickBooks Desktop 2022 is transitioning to a subscription model with QuickBooks Desktop Pro and Premier and QuickBooks Desktop Mac 2022 now being sold as a subscription. They join QuickBooks Desktop Enterprise, which has been a subscription offering for several years.

Transitioning to a subscription model results in several benefits for small businesses, including:

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  • Access to the latest version, with the most up-to-date features, security patches, and support for 3rd party operating system changes
  • Up to 38 percent faster, more reliable QuickBooks computing power (64-bit)
  • Unlimited customer support and data recovery at no additional charge (a $299.99 annual value)
  • Premium time saving and money management features
  • Increased productivity with the QuickBooks Desktop mobile app

Using QuickBooks Desktop for Accounting 2022

QuickBooks Desktop is one of the trusted and widely-used accounting software for all kinds of industries.

The year 2021 has started with the hope & aspiration of building less complex business operations across the world. QuickBooks’ new editions have already been launched & some are awaited during the year.

Upgrade the QuickBooks Desktop version to new year’s QuickBooks desktop accountant edition for availing all the new features.

Are you a business owner looking to keep track of expenditure & invoicing? QuickBooks Desktop is the tool that will help you manage the business accounts smartly. No need now to rely on hectic manual work to maintain books and prepare invoices.

There are different versions of QuickBooks software in the market and the desktop version is the one more suited for organizations looking for office installations.

The QuickBooks Desktop 2021 version has all the new features to ensure streamlining of the accounting process. It also expects that in 2022, the software is more poised to make the experience seamless.

Now, it is possible for businesses to even access the QuickBooks Desktop online for remote access. The opportunities are huge in accounting and with each passing year, it’s going to be more effective.

Mostly, medium-sized and large businesses prefer QuickBooks Desktop as it provides them the authority and satisfaction of handling accounting operations from a single platform.

QuickBooks online is similarly getting more popular among accounting firms & CPAs to manage accounts professionally.

The features of both online & desktop versions have similar features, thus making both the platforms easy to adopt. With regular QuickBooks Desktop updates, businesses can now do invoicing, bill payment, report generation, & tax preparation in quick time.

In 2020, QuickBooks Desktop is stronger than the other previous versions and enabling users to adopt the technology with zero inconveniences.

Let us now discuss more QuickBooks Desktop accounting in 2022………..

Expectations from QuickBooks Desktop Version in 2021-22

You get a variety of features every new year with new updates of the QuickBooks Desktop. This year will be no different and with major improvements in bank feeds, customized receipts, automatic data backup, invoicing, and more.

The previously released QuickBooks Desktop updates by Intuit provide us a hint of the dates for 2022 updates.

Already with the current features, the accounting professionals are eyeing to get the QuickBooks Desktop 2022 version with more revolutionizing features.

The expectation from the QuickBooks Desktop 2022 accounting version –

Creation of Custom Group with Specialized Groups

There will be more upgrades related to custom group creation in QuickBooks. It is going to be more rule-based and the conditions need to be relevant as per the prevailing business situation on the ground.

Intuit has already made significant progress in the custom group creation process. Still, more progress can expect in the 2022 version or update.

Payment Receipts

QuickBooks 2020 is allowing the sending of multiple invoices or attachments in a single mail.

The 2021 version is about customizing the recipes and is helping businesses in multiple ways. It’s now to see what include in the 2022 version? The new edition is going to be about accessing or sending receipts in multiple ways.

Automatic Sending of Statements

The QuickBooks Desktop version of 2021 is having the feature of sending the statement to clients automatically.

A new feature introduces as an automated statement function that automates attaching purchase orders into invoices. It is the feature that is sending recurring customer statements automatically.

The 2022 version will see further changes and it’s going to be more comfortable for businesses to manage the statements.

Significant Advancement in Secured Bank Feed

Are you a QuickBooks Desktop user with the Bank Feed feature? You might be able to download the transaction from financial institutions. The process is working seamlessly, but in 2022 there will be more chances with secured access to bank feed.

The report errors and glitches in the prevailing system will fix, and several improvements will introduce.

Access QuickBooks Desktop Online in 2022

The remote access of the QuickBooks Desktop is one of the top advantages of technological advancement.

Remote access to QuickBooks is vital to handling important accounting details or files remotely, as when needed. You need not wait to visit the office for access to the data.

Businesses & users can access their QuickBooks Desktop online and thus, manage the account remotely. In 2022, it’s going to be more collaborative and handy for remote access to the QuickBooks accounting tool.

Intuit is supporting remote access of QuickBooks and it is now as per the business need to access the QuickBooks account.

If you haven’t been accessing QuickBooks online this year, then you should surely target to do it in 2022.

Here are ways to access QuickBooks Desktop online –

Host QuickBooks Desktop on Cloud

It is about hosting QuickBooks Desktop software on third-party servers. You can access QuickBooks using the authenticated user details and active internet connection.

Get unlimited storage options for your QuickBooks data and safely store your data on the cloud.

Online Access of QuickBooks

It is the solution from Intuit that is based on the cloud. It can access at any time and using any device.

The number of users that can collaborate over time will depend on the selection of the plan.

Use of QuickBooks Remote Access Tool

It is one of the alternate ways to connect to the remote machine where QuickBooks online install.

You will be able to do the necessary work like file copy, print files on a remote server, remote access of the files, and more.

Other remote access tools in the market offer similar services and can use for remote use, with the help of a local desktop.

Conclusion!

Although QuickBooks Online is getting adopted by businesses faster, QuickBooks accountant Desktop is relevant in a similar way.

In 2022, we all will be able to access a more updated accounting software version to track financial accounts.

Handle the financial data better with help of the QuickBooks Desktop 2022 version.

Access data with more freedom and in a secured environment with QuickBooks next year edition.

Multiple Changes Ahead For QuickBooks Desktop

QuickBooks

In a move long-expected by many, Intuit has announced that it will migrate QuickBooks Desktop licenses to a pure subscription model and that perpetual licenses will no longer be available. This shift continues a trend embraced by almost all software publishers. In addition, Intuit announced other changes relating to the ProAdvisor program and support for 64-bit operating systems. In this article, you will learn more about what Intuit’s moves mean for you and your clients.

Subscription Pricing Only Is Effective With QuickBooks Desktop 2022

Effective with the release of QuickBooks Desktop Pro, Premier, and Mac 2022, Intuit is offering these applications in a subscription-only environment. As a result, users will no longer be able to acquire QuickBooks Desktop licenses as perpetual licenses. Instead, they will pay an annual fee for the right to use the software for a one-year. At the end of that time, they will need to renew their subscription at the then-current rate to continue using the software.

Notably, this is not a new strategy for Intuit and its’ market-leading QuickBooks product line. For example, QuickBooks Online has always been available as a subscription license only. Further, QuickBooks Enterprise transitioned to subscription pricing several years ago. In addition, Intuit recently began offering QuickBooks Desktop Pro, Premier, and Mac as subscription licenses, although perpetual licenses remained available.

Impact On Existing Perpetual License Users

Intuit will continue to offer QuickBooks Pro, Premier, and Mac 2021 one-time purchases for those desiring to use perpetual licenses, but only through December 10, 2021. Further, these licenses will be available only through QuickBooks Solution Providers and Intuit Sales Agents. In alignment with QuickBooks’ three-year “maintenance window,” technical support for QuickBooks 2021 perpetual licenses is available through May 2024.

ProAdvisor Pricing Is Increasing With 2022 Memberships

In addition to transitioning to a subscription-only environment, Intuit also announced ProAdvisor membership pricing is increasing by $50 per year. The new price for a ProAdvisor “Premier” membership is $499 per year, compared to $449 previously. Likewise, the new price for an “Enterprise” membership is increasing to $849 per year.

QuickBooks Desktop 2022 Will Be 64-Bit Compliant

Intuit also announced in early September that QuickBooks Desktop 2022 is 64-bit compliant. In laymen’s terms, that means that users should see better performance from QuickBooks desktop when running the application on a computer with a 64-bit processor. Intuit testing indicates performance boosts of up to 38% when comparing QuickBooks running on a 64-bit computer versus a 32-bit computer. That’s the good news. However, this change means that those running older 32-bit computers cannot run QuickBooks Desktop on their legacy hardware. If you still run a 32-bit computer, you likely should begin making plans to replace it so you can take advantage of faster processors, not only with QuickBooks but also with other applications.

Summary

New versions of software bring about change. And while Intuit has not yet indicated what feature changes we can expect in QuickBooks Desktop 2022, significant fundamental changes are in store for users. Subscription licenses, changes to the ProAdvisor program, and support for 64-bit processors are all on deck for QuickBooks Desktop, and you should begin preparing today. Further, be on the lookout for Intuit’s announcement of feature updates so that you can prepare to take advantage of them to increase your productivity and efficiency with QuickBooks Desktop.

QuickBooks Desktop 2021: Release Date, Best New Features, Changes, and More

When QuickBooks Desktop accounting software was first launched in 1992, early users generally loved the application, but had one recurring complaint; they outgrew the software too fast.

Taking heed of the complaints, Intuit began offering QuickBooks Desktop in multiple editions, making it an easy fit for the sole proprietor as well as the multi-million-dollar company. As a result, small and mid-sized companies continue to use QuickBooks Desktop with the assurance that they can easily scale up from a single-user to a forty-user application, should the need arise.

In 2001, Intuit released QuickBooks Online, providing subscribers with the ability to access the application from any location with an internet connection. Following this release, Intuit began a strong push to convert current QuickBooks Desktop users to QuickBooks Online. However, many long-time QuickBooks Desktop users have resisted making the switch, primarily because QuickBooks Online and QuickBooks Desktop are two very different applications. Although QuickBooks Online offers convenient cloud access, it also omits many of the features that QuickBooks Desktop users have come to rely on. As a result, many loyal QuickBooks Desktop users have stuck with the desktop application, choosing to host the desktop application online should access be required.

To their credit, Intuit has continued to offer frequent enhancements and updates to QuickBooks Desktop applications, with a good variety of new features typically introduced each year, providing incentive for current users to purchase the new edition, while also offers a long list of features designed to entice new users.

Though the 2020 edition of QuickBooks Desktop was certainly no slouch, with features such as customer reminders, invoice consolidation, and enhanced smart help options added, the latest version – the 2021 edition, released in late 2020 includes some top-notch enhancements and additions to this already robust application, including the ability to snap a photo of a receipt and import it into QuickBooks Desktop for easy receipt management.

The following highlighted latest features are available across all versions of QuickBooks Desktop including QuickBooks Desktop Pro 2021 for Windows and Mac users, QuickBooks Premier 2021, and QuickBooks Enterprise 21.0 for desktops.

Improved bank feeds

Though bank feeds have been part of QuickBooks Desktop for years, the 2021 editions have enhanced this feature with the end goal of reducing the amount of time spent categorizing imported transactions.  One of the biggest improvements is the ability to automatically categorize bank feed transactions by using new, enhanced rules now available for bank feeds. This results in better matching of transactions with the correct category, reducing the amount of manual data entry needed after transactions have been imported.

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 Improved bank feeds make it easier to manage money and save time.

The bank feed enhancements also make it easier to spot any discrepancies and correct them immediately.

“The 2021 edition of QuickBooks Desktop was released in late 2020 and includes some top-notch enhancements and additions to this already robust application.”

Receipt management

Do you spend an inordinate amount of time entering expenses manually? Are you (and your employees) tired of keeping track of expense receipts? Are you really, really sick of piles of receipts that are turned in at month-end?

If so, then you’ll love the new receipt management feature. Used in conjunction with the QuickBooks Desktop Mobile App, you can snap a photo of a receipt and upload it directly into the application, where it will be automatically categorized.  After the expense has been categorized, you can review it for accuracy and make any needed changes. The receipt management feature also allows you to automatically attach the correct receipt to an expense report. Best of all, the receipt management feature completely eliminates the need to retain and match stacks of receipts. 

Automatically send statements

If you regularly send statements to your customers, why not automate the process? With the new automated statements feature in QuickBooks you can do just that.

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The new automated statements feature allows you to send statements automatically.

This feature lets you send recurring statements to customers based on their payment history, geographic location, or even the products they purchase. These automated reminders boost productivity and can improve cash flow; allowing you to get on with the job of running your business, while helping to ensure that customers receive statements regularly, which can boost your chances of getting paid. Another advantage of the automated statements feature is that you can customize each reminder for each customer group you are invoicing.

Customize payment receipts

QuickBooks Desktop has always provided users with the ability to customize statements and invoices, resulting in a professional appearance, with the one exception being customer receipts. Now, with the new customize option available for payment receipts, you can customize your them to reflect your logo and branding, while providing your payees with correspondence that is professional in appearance, no matter what type of document you’re sharing with them.

Create customer groups

If you’re looking for a better way to manage your customer base, you’ll appreciate the addition of rule-based customer groups. This new option found in all QuickBooks Desktop editions allows you to create customer types to group customers based on criteria that is important to you.

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The customer group feature lets you create rule-based groups for better customer management.

Want to create a group of historically late-paying customers for better follow-up? Or maybe, you want to track sales in a specific geographic location, or even customers that buy a specific item or service. Whatever your needs, the customer groups feature allows you to create a group specific to that need.

If these new features aren’t enough, QuickBooks Desktop Enterprise 21.0 offers even more new features, including the following.

Data level permissions

All QuickBooks Desktop Enterprise plans can support up to forty simultaneous users, giving a lot of users access to a lot of system data. But what happens if you don’t want Don in shipping to have access to Sally’s payroll reports? With the new data level permissions feature, you can now set each user’s permission levels for each area based on user role, with each user granted or denied access to specific areas as well as for specific transactions and reports within those areas.

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The data level permissions feature in QuickBooks Enterprise 21.0 allows you to choose the data employees have access to.

If your business has a lot of QuickBooks Enterprise active users, you’ll appreciate this feature. A lot.

QuickBooks Tool Hub

With expanded system functionality usually comes more questions. But with the new QuickBooks Tool Hub, you’ll find it much easier to find answers to those questions.

The QuickBooks Tool Hub provides answers to installation questions, company file issues, network issues, managing tax deductions, managing data backups, and even provides a password reset option.

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The QuickBooks Tool Hub provides a convenient location to obtain answers to common questions.

If the Tool Hub doesn’t answer all of your questions, you can even access QuickBooks support directly from the Tool Hub interface.

If you’re a first-time QuickBooks Desktop user

With a push to draw people over to QuickBooks Online, QuickBooks Desktop applications sometimes gets lost in the shuffle. And with new pricing options for 2021, those looking to upgrade from a previous edition or to use QuickBooks Desktop for the first time might find the available options and pricing changes confusing.

That’s because it is confusing. Today, QuickBooks Desktop provides you with numerous editions and options within each of those editions. To help you determine which edition is right for you, we’re providing you with a list of QuickBooks Desktop editions and the available options within each edition.

QuickBooks Pro 2021

QuickBooks Pro is a good option for smaller businesses just starting out, supporting up to three concurrent users. There are a variety of options available for purchasing QuickBooks Pro, including the following:

QuickBooks Pro – Licensed version: You can buy QuickBooks Pro from your local office supply store, or directly from Intuit for $399. However, keep in mind that purchasing the license does not include any product updates or support options. While QuickBooks Pro supports up to three users, each user is required to purchase a separate license.

QuickBooks Pro Plus: QuickBooks Pro Plus moves the away from a licensing agreement to a subscription service, which includes real-time product updates as well as unlimited customer support options. An annual subscription to QuickBooks Pro Plus currently runs $199 a year for the first year, also supporting up to three users, and like the standard Pro version, each user will have to purchase their own subscription.

QuickBooks Premier 2021

QuickBooks Premier offers all of the features found in the Pro version of QuickBooks along with the highly coveted industry-specific editions for the following niche businesses:

  • General business
  • General contractor
  • Manufacturing and wholesale
  • Nonprofit
  • Professional services
  • Retail

Like the Pro version, QuickBooks Premier offers both a licensed version of the software as well as a subscription option. QuickBooks Premier supports up to five system users.

QuickBooks Premier – Licensed version: You can purchase QuickBooks Premier as a licensed application for $649 per year for a single user, with additional users required to purchase a separate license.

QuickBooks Premier Plus: A subscription to QuickBooks Premier Plus is currently a bargain at $299 per year for the first year, with additional users required to purchase a separate subscription. The subscription plan includes product support as well as real-time product updates.

QuickBooks Enterprise 21.0

Designed for scalability, QuickBooks Enterprise can support up to forty concurrent users, making it a great choice for growing businesses. Expanded list items and the ability to add more data are just a few of the features that make QuickBooks Enterprise stand out from the crowd.  And unlike QuickBooks Pro and QuickBooks Premier, QuickBooks Enterprise plans are only offered as a subscription.

There are currently three levels of QuickBooks Enterprise available:

  1. Gold: A yearly subscription to QuickBooks Enterprise Gold will run you $1,489.50 per year, which reflects a 10% discount for the first year. The Gold level provides all standard features, but does not include Advanced Inventory or Advanced Pricing features.
  2. Platinum: The Platinum plan runs $1,831.50 per year for the first year, and includes both Advanced Inventory and Advanced Pricing features.
  3. Diamond: The Diamond plan includes automation features as well as the Salesforce CRM connector, and runs $3,618 per year for the first year. The Platinum plan also includes Assisted Payroll and TSheets Elite at an additional cost.

Add-on options

In addition to the various features included in each respective edition, QuickBooks Desktop offers a variety of add-on options at an additional cost.

  • Payroll: QuickBooks Desktop offers two payroll options for current users: Enhanced Payroll, which is a do-it-yourself payroll option, or Assisted Payroll, which includes complete tax filing as well as 24/7 support. The Enhanced plan is $40 a month for the first six months, while the Assisted plan runs $65.40 a month for the first six months, with Enterprise edition users getting special pricing.
  • Remote access: If you love QuickBooks Desktop but absolutely need remote access, you can use QuickBooks Desktop Hosting Services, which is available via subscription through Right Networks, starting at $57 per month.
  • QuickBooks Payments: For businesses that want to accept online payments, QuickBooks Desktop users can subscribe to QuickBooks Payments. Fees are 1% for ACH transfers, and range between 2.4% and 3.4% plus $.25 for each credit card transaction.

Is QuickBooks Desktop 2021 right for your company?

That depends on what application your company is currently using. If you’re looking to move to QuickBooks Desktop from another application, chances are that one of the editions and plans are a good fit for your business. This is particularly true if you’re looking for a software application that is suitable for small businesses, but also offers the option to scale up to a more robust edition should it be necessary.

If you’re currently using another edition of QuickBooks Desktop, it may be a good time to upgrade to the 2021 edition, especially if your current edition is more than a few years old, since Intuit typically stops supporting editions more than three years old. However, if you have the 2019 or 2020 edition and you have limited need for any of the features that have been added in the last two years, you may be better off continuing to use your current edition. Only you can decide whether the added cost is a worthy investment for your business, or if it would be more prudent to wait another year before upgrading.

What’s New and Improved Features in QuickBooks Desktop 2022?

Planning to switch to QuickBooks desktop 2022? Dicey whether the new upgrade is worth the switch? Well, no worries at all. This write up is going to brief you with the features and functionalities that might come hand in hand with QuickBooks desktop 2022. The most important point to note here is that Intuit will now only be selling its Pro, Premier, and Mac products, as Pro Plus, Premier Plus and Mac Plus subscriptions. Whereas, the QuickBooks desktop enterprise has been a subscription offering for a few years. QuickBooks desktop 2022 has rolled in with several features to assist in automating and streamlining the daily accounting tasks.

To unleash the new and updated features of QuickBooks desktop 2022, simply go through the write up. Or you can simply connect with our support personnel and let them brief you with the information in detail.

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Newly launched features of QuickBooks desktop 2022

Below we have tried to jot down, some of the newly launched QuickBooks desktop 2022 features. Check out what’s new in QuickBooks desktop 2022:

Pay bills with Melio

Pay bills with Melio - Screenshot Image

This is the very first feature that you can explore in QuickBooks desktop pro plus, premier plus, accountant plus 2022 and all editions of desktop enterprise 22.0. In order to find this feature, you would have to head to the menu bar, and choose vendors, and pay bills. Optionally, from a displayed vendor bill, choose schedule online payment from the top right of the main ribbon.

It should be noted that, if you are paying a vendor bill with a payment type that include a separate processing fee, then the QuickBooks accounting software will create a vendor named Melio and these charges will be added as a vendor bill. The charges are deducted from the funding source, the software will record the fee bill as paid. Another option can be to select sync online bill payments from the menu bar to sync these details with the QuickBooks company file.

Perks of using pay bills with Melio

Using this feature can help in scheduling vendor payments online from within QuickBooks. One can also assign a specific day for the payment to be processed and send. Moreover, QuickBooks users can go for the option to pay their vendor bills by ACH, debit or credit card.

You can also opt for how the vendor will get the payment, either as deposit in their bank account or as paper check. It should be noted that the vendor payment details are securely recorded with Melio and not in QuickBooks desktop company file. After the payment gets processed, the QuickBooks marks the bill as paid, for visual confirmation.

Add on-e Commerce integration powered by Webgility

This particular feature is included with QuickBooks desktop pro plus, premier plus, accountant plus 2022 and all editions of QuickBooks desktop enterprise 22.0. To find it, you can see the add on, which might take additional fee. From the menu bar, choose company and then my company option.

What it offers?

This particular feature is great for QuickBooks desktop users with an online storefront presence. Webgility integrates with QuickBooks, which makes e-commerce management easy. You can go for any of the three packages available: core, classic, and deluxe. It provides an e-commerce integration with online stores, such as Shopify, WooCommerce, big commerce, Magento, and other online marketplaces like ebay, amazon, and Walmart.com. Moreover, it gives an option to add new product listings and also update the inventory management details for their channels.

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Discovery hub

This is included in QuickBooks desktop pro plus, premier plus, accountant plus 2022 and all editions of desktop enterprise 22.0

You can find it from the top right on the menu bar and choose discovery hub.

What it offers?

This is simply a preview of new features included with the release of QuickBooks desktop plus 2022.

Customize and email vendor bill payments stubs

This one is included in QuickBooks desktop pro plus, premier plus, accountant plus 2022, and all editions of QuickBooks desktop enterprise 22.0

You can find it from the menu bar and choose lists tab. After that go for templates and choose bill payment template. Another option is to select manage from the displayed vendor bill payment transaction on the formatting ribbon. Now, print the newly customized bill payment stub from the payment summary window or from the menu bar choose file and print forms option and also the bill payment stubs.

What it offers?

You can make use of email customizable bill payment stubs to vendors and also modify the bill payment stub to include their business logo, along with the details of the payment made in QuickBooks.

See also: What is #error 15227 in QuickBooks Pro update?

Attaching documents using mobile device

This feature is included with QuickBooks desktop pro plus, premier plus, accountant plus 2022 and all editions of desktop enterprise 22.0. The QuickBooks desktop is available for android and apple mobile devices.

You can try to access this feature from a mobile device, and then try to log into the QuickBooks desktop app and choose document.

What it offers?

Majority of the QuickBooks users can snap a picture of a document with the free QuickBooks desktop mobile app, with this feature. Or can scan documents into the QuickBooks desktop attachment center. After that attach these documents or transactions or records, so as to avoid the need to keep paper copies.

Payment links for customer pre-payments

This particular feature is included in QuickBooks desktop pro plus, premier plus, accountant plus 2022 and all editions of Desktop 22.0 with an active QuickBooks payment account.

This feature can be accessed from the menu bar and then choose customers, payment links or optionally from the home page and also the payment links.

What it offers?

The users can request money from the customer as a deposit for services not yet provided without sending an invoice. The user can email the link to customers for them to process the payment without having to receive an invoice. Moreover, the users can track the payment links sent in QuickBooks. When the payments are received, the software will record the payment as an unapplied customer credit in the accounts receivable account.

Read also: How to Resolve QuickBooks Payroll Error 30159?

Instant deposits for QuickBooks account users

This feature is included in QuickBooks desktop pro plus, premier plus, accountant 2021 and desktop enterprise 22.0. Maintenance release 5 and newer with an active QuickBooks payments account.

To find this feature, you need to select customers from the menu bar and choose customers and billing solutions, and then go to download payments. There are multiple access points in QuickBooks desktop. The setup needs only debit card details and a one-time verification.

What it offers?

Merchant payments can be deposited into the business bank account. The users can easily review the instant deposit details and accept the deposit in one step.

 64- bit advanced processing power

Enhanced computing power (64-bit compliant) - Screenshot Image

The complete capability of a 64-bit processor can be used with QuickBooks desktop 2022. You can accomplish your accounting tasks faster with a quicker, more reliable QuickBooks.

See also: How to Resolve QuickBooks error code 15223?

Final words..!

That was all about QuickBooks desktop 2022 and its newly launched features. Make the best out of this QuickBooks version and get it today. For any query or concern, connect with our 24/7 QuickBooks desktop support professionals using our helpline.

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