QuickBooks go-live controls

Improved4

• ImprovedFinance

  QuickBooks sync follows your go-live date#

  QuickBooks sync skips records from before your finance go-live date instead of retrying them, avoids duplicate item and vendor names, and maps Canadian tax codes for each location.

• ImprovedFinance

  Choose which bank accounts feed your books#

  When you link a bank, pick which accounts to include and give them nicknames. Excluded accounts, such as personal ones, stay out of your bank feed.

• Report cards open on the latest month. Operator report cards open on the most recent computed month and make clear which months are final. Reports

• Street View previews load reliably. Street View previews are fetched once when you enter an address and load from MovePlnr after that. Sales

Fixed4

• Estimate custom charges count toward tax. Custom charges and discounts on estimates are included in the tax total. Mark a custom charge as tax-exempt when it should not be taxed. Sales

• Review campaign steps keep a new template. Changing the email template on a review campaign step takes effect when you save. Marketing

• Deactivated team members stay out of live lists. Lists and reports that show your team leave out deactivated members more consistently. Admin

• Scheduled tasks run at the right local time. Recurring tasks follow the latest time zone rules, so they run at the expected local hour. Everywhere