This Automatic Statement feature was not available in 2020. You will be shown a pop-up – Automate sending statements and get paid faster. You can even customize the email and statements to be sent to different customers.Ĭhoose schedule payment reminders from payment reminders through the Customers menu. The statements can then be sent from QuickBooks using the chosen template. When you set up the “ Automated Statement” feature, you get pre-defined email templates to choose from.It not only saves time but also allows professionals to focus on other essential tasks. QuickBooks 2021 version helps business owners automate the regularly sent emails.Automatic Statements and Payment RemindersĪs the name suggests, Payments Reminders and Statements is a feature that enables professionals to remind their customers about their overdue payments.

This improved Bank Feeds feature was not available in the 20 version. Select Advanced mode and launch Bank Feeds from the banking option in the Menu bar. You will then see Bank Feeds with three options – Advanced mode, Express mode, and Classic mode. Select Edit from the Menu bar, go to the Preferences option, click on Checking.

You will now be able to review and resolve the transaction discrepancies quickly.

QuickBooks 2021 version enables the categorization of complex automatic bank transactions by using enhanced rules, improved matching, and batch editing.Connecting your account to online banking allows downloading financial transactions so that you don’t have to record them manually. Automatic Statements and Payment Remindersīank Feeds in the QuickBooks Desktop is the online banking feature that helps you connect credit card accounts to online banking.

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