QuickBooks has long been known for its robust yet easy-to-use accounting software. With each new release, Intuit finds ways to add helpful features while keeping the interface clean and user-friendly. 2024 is no exception, as QuickBooks is set to launch capabilities that allow for more customization than ever before.
Flexible Layouts and Workflows
One major upgrade in QuickBooks 2024 is the ability to fully customize form layouts and workflows. In the past, while you could add or remove certain fields, there were limitations. Now, you'll have complete control, allowing you to:
- Reorder form fields and sections
- Create multi-column layouts
- Add lines, boxes, and color formatting
- Set up approval chains and routing logics
This means you can set up QuickBooks to match your real-world processes exactly. No more having to adapt your business to fit the software - the software conforms precisely to you.
Tailored Home Pages
Another customization coming in 2024 is the ability to modify home page dashboards. Hide and show elements like:
- Key metrics
- Charts
- Shortcuts
- To-Do lists
- Calendar feeds
With these robust controls, you can create customized views for different users. Your sales manager might want to see team pipeline data. Your accountant could display AR aging and AP reports. Just tap to switch between home pages already set up for specific roles.
Integrated 3rd Party Apps
In the past, connecting QuickBooks to other apps via API could be tedious. 2024 aims to change that with native, seamless integration to popular software like:
- Office 365
- G Suite
- Slack
- Mailchimp
With a single sign-on and built-in connectivity, moving data between systems is easier than ever. Keep all stakeholders in the loop without jumping through hoops or paying hefty add-on fees.
Automation Based on Rules You Set
Rounding out the upgrades focused on adaptability, QuickBooks 2024 lets you define custom rules and triggers for automating workflows. As soon as preset conditions are met, the actions you specify kick off instantly.
For example, send payment receipt emails when online invoices are paid. Or, notify sales reps automatically when a lead is assigned to them.
You determine what events trigger which flow. This keeps communication personalized and meaningful (no more irrelevant alerts!).
What Does This Mean for Businesses?
With its upcoming release, QuickBooks cements its standing as the gold standard in accounting and financial management for SMBs. The improvements double down on what makes the software so popular already:
Flexibility - QuickBooks adapts to your real-world processes, not the other way around. The days of cramming your needs into rigid frameworks are gone.
Customization - Why settle for one-size-fits-all business software? Now QuickBooks molds to your company's specific use cases through tailored layouts, workflows, alerts, and more.
Integration - QuickBooks eliminates data silos and opacity by connecting seamlessly with the other tools you rely on. Now your whole stack works together.
Automation - By letting you set custom rules and triggers, QuickBooks automates the busywork holding you back. Let the software handle rote tasks so you can focus on strategy.
The result is accounting software that works the way you do. QuickBooks has always focused on user experience and intuition. 2024's updates double down on that promise by providing unparalleled personalization.
As the leader in the industry, QuickBooks once again pushes SaaS innovation forward - this time with customization at the core. And that's great news for the millions of small and mid-sized businesses worldwide who trust QuickBooks to boost productivity and insight.
Ready for Next-Level Financial Management?
QuickBooks 2024 launches Q1 next year, but you can join the Insiders Program now for early access and input into new features. Contact QuickBooks to start customizing your workflow and gain a competitive edge with accounting insights tailored specifically to your business. The time to get ready is now!
