Changelog

In Payroll Tax Center, the Tax Transactions report now has 'Jurisdiction' and 'Tax Types' filters. You can narrow the list to the payments you need instead of scrolling through all of them.

When you customize the Budget vs Actuals report in modern view, you can now select 'Only accounts with budgeted amounts', just like in the classic report. This works for both the profit and loss and balance sheet versions. You can hide accounts without a budget and focus on the ones you planned for.

Follow-up changes were made to the vendor credit screens in Pay Bills. These build on the recent release that lets you apply vendor credits when you pay bills.

When a firm admin creates a custom role with report access and assigns it to a firm employee, that employee can now view the standard and custom reports the role allows. This works the same way it already does for client companies. Firms no longer have to choose between full access and no report access for their team.

On iOS, the time clock in the QuickBooks Workforce app no longer shows 'You don't have access to Workforce' and 'Your info didn't load' together. You now see one message that explains what is wrong. This makes it clearer what to do next.

On iOS, if your company requires location while you are clocked in and you are clocked out in the background, the access message in the QuickBooks Workforce app now clears when you tap 'Got it' and your timesheet refreshes. Previously, the message could stay on screen even though you had access. You can keep working without restarting the app.

On iOS, if your company requires location and you are clocked out in the background while adding a note, you can now refresh your timesheet and keep editing your notes. Previously, the note would not save and the notes field could not be edited. You no longer lose a note you were typing.

On Android, if you change the customer on the time clock while you're clocked in and that customer isn't available anymore, a message now shows 'The item you selected isn't available anymore.' Previously, the error 'This customer isn't available anymore. Choose a different one to continue.' would stay under the 'Customer' row, even though your original customer was still selected. You no longer wonder whether you need to fix something to keep working.

In the Shopify integration settings, you can now map the payment methods used on your Shopify orders to your QuickBooks payment methods. This helps synced orders and payments land with the right payment method. You spend less time fixing synced Shopify transactions by hand.

On Android, the dashboard now loads all of its widgets more efficiently and is more streamlined. Previously, the dashboard could become unresponsive. You spend less time waiting on the dashboard before you review your numbers.

Budget Overview and Budget vs. Actuals in Modern Reports now match the classic versions (e.g. column names). You can use these budget reports in Modern Reports today, with the tools available there.

When you first connect your Shopify store, you can now choose to sync B2C orders as invoices with payments instead of sales receipts. This choice is available only when you connect and cannot be changed afterward. You no longer need to recreate synced orders as invoices by hand.

When you customize the Budget vs Actuals report and choose a different budget, the report now shows your figures instead of going blank. You can compare a past fiscal year without rebuilding the report.

For US companies, the Shopify connection settings no longer show tax code mapping, since sales tax is calculated automatically from the customer's address. Companies outside the US still see it. You have one less setting to work through when you set up the connection.

In the Shopify integration settings, you can now map the tax rates used on your Shopify orders to your QuickBooks tax codes. Previously, tax code matching would often return too many matches, so you had to confirm every transaction by hand. You spend less time reviewing synced Shopify transactions.

Your Shopify connection now has a 'Sync inventory to Shopify' setting that sends quantity on hand in QuickBooks to available stock in Shopify for the 'Shopify Location' you choose. The setting is off by default, so turn it on in your connection settings. You no longer need to update stock counts in two places.

Shopify orders can now sync to QuickBooks as soon as they're placed or updated, instead of waiting for the next scheduled sync. You see new sales in your books sooner.

Horizontal scrolling now works in the Budget vs Actuals report, so you can reach every column when the report is wider than your screen. Previously, some columns could be out of reach. You can review the whole report without exporting it.

Transaction reports for UK companies now include a column that shows the full payment reference number, including long references that were previously left blank. This applies to Transaction Detail by Account, Transaction List by Date, Transaction List by Vendor, Transaction List with Splits, Transaction List by Customer and Transaction List by Tag Group. You can match payments to your records without chasing blank reference fields.

The invoice activity drawer now shows when a payment on the invoice has been refunded. A refunded payment no longer looks pending or refundable there. You can see the refund history without checking each payment.

In the QuickBooks Workforce app on iOS, the error under a field on the time clock now clears when you pick a new value. Previously, the error would stay until you clocked in. You no longer need to clock in just to find out whether the error is resolved.

In the QuickBooks Workforce app on Android, tapping 'Clock Out' with an empty required field (e.g. Service Item) now shows an error under that field. Previously, the tap would do nothing and you would stay clocked in without knowing why. You now see what to fill in right away.

When vendor ACH bank details can't be saved in the vendor drawer, an invalid routing number error now appears under the 'Routing number' field instead of under 'Bank account number'. The message reads 'Enter a valid 9 digit routing number' and no longer shows raw system text. You can fix the right field right away.

On iOS, when an employee selects a customer who is no longer available to them on the QuickBooks Workforce app time clock, an inline error now appears. Previously, the app would return to the customer list without saying why. You can see right away why the selection did not work.

On iOS, when the customer list in the QuickBooks Workforce app fails to load, employees now see a 'Customers failed to load' screen with a 'Reload' button instead of a generic error. Employees who aren't assigned to any customers now see 'No customers yet' and can still clock in without picking one. You can get back to tracking time with one tap instead of restarting the app.