Changelog

Account cards, the 'Update' action and the bank error banner now point you to bank connections that need extra verification. You can see which connection needs attention and resolve it from there. This saves you time getting your bank feed back on track.

On the Run Payroll screen, a warning now appears when the default bank account in your payroll accounting preferences is empty or inactive. You now know to fix the account before paychecks post to the wrong place.

On iOS, when a timesheet fails to save because of the 'Duration', 'Start time' or 'End time' row, the QuickBooks Workforce app now scrolls to the row with the error. Previously, the screen would stay in place and the reason for the failed save was out of view. You now see what to fix right away.

The Reconcile Tax History prompt no longer shows for tax periods that ended before January 1 of your first year in QuickBooks Online Payroll. Those periods come before your payroll history in QuickBooks. You will no longer see a prompt that does not apply to you for tax periods before your payroll history.

The last updated time on every bank account card now turns orange when the connection hasn't updated in more than 3 days, and red after more than 7 days. This applies to all accounts, not only those that need bank verification. You can see at a glance which connections are going stale.

When you convert a sales order that uses a custom sales tax rate to an invoice, the invoice no longer shows the 'Can't calculate sales tax' or 'Something's not quite right' messages, which only apply to the automatic rate. If you change an invoice's rate from automatic to custom, those messages now clear. You no longer have to ignore warnings that don't apply to your invoice.

On iOS, the first attachment you add on the Time clock screen now appears as soon as it is saved. Previously, the attachment would save but only show after you left the screen and came back. You no longer have to leave and return to check that it was added.

In Payroll Tax Center, the Tax Transactions withdrawal drawer no longer shows the 'Overpayment credit created' or 'Credit applied' banner when a withdrawal is returned (shown as 'Failed'). Previously, the banner would appear even though the money never settled. The existing warning for returned withdrawals is unchanged.

In Payroll Tax Center, the details drawer for tax withdrawals and refunds now shows the bank account used. If you change banks later, earlier transactions keep showing the account from that transaction. You can tell which account each payment used.

On the Filings tab in Payroll Tax Center, 'Action Needed' now shows only the filings you file yourself, and it is hidden when there is nothing to do. Filings that QuickBooks files for you appear under 'Scheduled' and 'Filed Recently' (the last 3 months). A new 'W2 forms' button takes you straight to your W-2s, and 'Archive' is now 'Archived forms'. You can see at a glance what needs you and what QuickBooks is handling.

On iOS, when clocking out requires a number field (e.g. a stipend amount), the value now saves so you can finish clocking out. Previously, it would not save and you would stay on the clock. You can clock out without asking an admin to fix your timesheet.

The bank error banner no longer shows a placeholder 'Learn more' link next to connections that need extra bank verification (MFA, error 185). You see only the actions that help you fix the connection.

The last updated time on bank account cards now turns orange when a connection hasn't updated in more than 3 days. Previously, the text stayed gray and only turned red after more than 7 days. This applies to all account cards, so you can spot stale connections sooner.

A display issue was fixed on account cards that flip to show a bank verification message (MFA, error 185). The cards now look as designed after you click 'Update'. This keeps it clear which connections need your attention.

In Payroll Tax Center, the details drawer for IRS payments on the Tax Transactions report now shows the confirmation number. You can find the confirmation number for each IRS payment without looking elsewhere.

After you click 'Update', the card for a connection that needs extra bank verification (MFA, error 185) now flips to show the verification message. You can see right away which accounts need your attention.

When a payment on an invoice has been refunded, the invoice activity panel now shows 'Paid (Refund issued)' and a 'Refund issued' step with the refund date, the card or account used and a 'View refund' link. Previously, the panel only said 'Paid'. You can tell a refund went out without searching through linked transactions.

The bank error banner now lists connections where your bank requires extra identity verification (MFA, error 185), once they haven't updated in over 24 hours or when the error occurs. The banner text for these connections now explains what to do. You can see every connection that needs verification in one place.

When you click 'Update', accounts that need extra identity verification from your bank (MFA, error 185) are now skipped, so they no longer trigger the same verification prompt again. 'Update' still refreshes your other accounts. You spend less time dealing with repeat verification prompts.

The 'Send a request' link on account cards for connections that need extra bank verification (MFA, error 185) was fixed. You can use it to ask the right person to complete the verification. This saves you from contacting that person another way.

When you dismiss the verification message on an account card for a connection that needs extra bank verification (MFA, error 185), the card now goes back to showing the bank balance. You can select the card again to see the message. This keeps your account list easy to read.

Bank account cards now show an icon when your bank requires extra identity verification (MFA, error 185) and the account hasn't updated in over 24 hours. Hover over the icon to see what to do. You can spot accounts that need verification without checking each one.

On an invoice that has a refund, the invoice form now shows 'Refund issued' next to the total and a link to each refund under the payment it belongs to. Each link opens the refund receipt, and links are shown for the first 2 payments on an invoice. You can find an invoice's refund history without searching for the refund elsewhere.

When you select the card for an account that needs extra identity verification from your bank (MFA, error 185), the card flips to explain what is needed and offers 'Send a request' and 'Verify now'. Dismiss the message to go back to the bank balance. You can restore your transactions right from the card.

When you click 'Update' and an account needs extra identity verification from your bank (MFA, error 185), its card now flips to tell you to complete the verification before transactions come in. Previously, nothing explained why transactions were not arriving. You know what to do instead of waiting.