Here are some of the latest announcements, news and updates for QuickBooks Online for January 2022.
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Audit log data retention time is increasing
Audit events will be retained in the audit log for 7 years to align with generally accepted audit standards of data retention. It will also improve the log's performance without changinghow long data is held in the product overall.
Dataswitcher is QuickBooks’ new migration partner: Convert from Sage 50 to QuickBooks Online
The Dataswitcher conversion wizard lets you transfer your financial data to QuickBooks Online from Sage 50. It has the benefits of simplicty, speed, and price:
Customers just upload a copy of their Sage 50 file and Dataswitcher will migrate their data file into QuickBooks Online.
Most migrations are complete in under 72 hours so there is minimal disruption to customers' accounting workflow.
Dataswitcher will migrate the customer’s Sage 50 data into QuickBooks Online for free*: Opening balances, customers & suppliers, Chart of Accounts, invoices, transactional histories, and journal entries, up to 2 years, may be transferred at no additional cost.
*Migration is provided at no cost to the user for a limited time only.
The PandaDoc Connector: Document customizing, e-sign and management tool for QuickBooks Online Advanced users
The PandaDoc Connector, one of the latest additions to Premium Apps and exclusive to QuickBooks Online Advanced users, lets you customize estimates per your business needs and manage your business document needs in one place from within QuickBooks Online Advanced:
Customize existing templates or create and save new ones
Auto-fill forms with up-to-date information from QuickBooks Online
Send with e-signature and payment options
Check document status on QuickBooks Online or PandaDoc platforms
PandaDoc offers a library of pre-canned, fully customizable drag and drop templates to create professional, on-brand forms, only sharing what you want with external partners. It has enhanced document management capabilities so you can track up-to-date document statuses and collect legally binding e-signatures.
Watch this video: https://www.youtube.com/watch?v=owSfS1V2SfU or go to the The PandaDoc Connector in the App Store.
Intuit announced their latest fintech products in this January 27 press release:
QuickBooks Get Paid Upfront will let eligible QuickBooks Online customers eliminate the wait to be paid on outstanding invoices. Read more
QuickBooks Early Pay gives eligible employees paid in QuickBooks Online Payroll instant access to money in between paydays. Early Pay will be available soon.
Year-end checklist for QuickBooks Online Payroll
This guide is for users of QuickBooks Online Payroll Core, Premium, and Elite. Sign in and choose Overview to view the Year-end checklist for information on payroll law changes and topics.
ProAdvisor Program Certification Bootcamp: Jan. 19-21
The free virtual conference has in-depth training sessions on QuickBooks products and prepares for QuickBooks Certifications, including the new QuickBooks Payroll Certification. Download agenda and course descriptions and Register.
Sources & Disclosures
Some content and images adapted from Intuit / QuickBooks source materials, including support websites; QuickBooks Blog; Firm of the Future, & Intuit Developer Blog. Information may be abridged and therefore incomplete. This document/information does not constitute, and should not be considered a substitute for, legal or financial advice. Each financial situation is different, the advice provided is intended to be general. Please contact your financial or legal advisors for information specific to your situation.