Release notes for QuickBooks Desktop 2021

• Provide 401(k) retirement benefits to employees through Guideline 401(k) from within QuickBooks Desktop. All Enhanced and Assisted Payroll customers can access Guideline 401(k).
• The employee center experience makes it easier for you to get info to your employees.

• Changes made to let payers set the calendar year on the new 1099 NEC & MISC forms.
• For 2022, the FATCA Filing Requirement checkbox is Box 13. To accommodate, boxes 13–17 from the previous year are 14–18 on this 1099 MISC form as per IRS requirements.

• Your favorite reports in QuickBooks Desktop now display as favorites in QuickBooks Online.
• Your banking rules will losslessly move from QuickBooks Desktop to QuickBooks Online.

• linked the Intuit account to the Company File before Dec 2019
• haven't signed into the Intuit account for more than 180 days, despite three email reminders.

Non Admin users of QuickBooks Enterprise with the Accounts Payable role can now send a Request for Access (RFA) to the Primary Admin to join the company file Intuit account.

• Limit the data level access at roles and user level for selected Employees
• Restrict the roles to perform activities (view/ edit/ delete/ create/ view payroll info) on selected Employees
• Support Payroll related operations for selected Employees who belong to an Employee Group

Third-party applications  can use the latest Software Developer Kit (SDK) to support e-filing of 1099-NEC and 1099-MISC forms for QuickBooks Desktop customers.>

• Fixed Data Level Permissions issue where a user was able to create transactions for unpermitted customers from Batch Enter transactions by typing the customer name.Fixed Data Level Permissions issue where the report filter, Open Balance, when filtered for (>=1) or (=), showed incorrect results. Fixed Data Level Permissions issue where vendor groups with a credit balance greater than 0 showed incorrect results.

• Users can send a 'Request for Access' to the Admin of the Company File when opening the company file or by signing in to My Company on the Company Information screen.
• When creating a new company file, the Admin must create or add an Intuit account to the file within 28 days and should no longer receive persistent messaging to do so.
• Having an Intuit Account attached to the company file makes it easier to connect and maintain product features and services.

• Assign a customer:job to their expenses in their banking transaction tables.
• Create rules that automatically assign customer jobs to expenses.
• Refresh bank data for multiple accounts within a bank with a single click of a button.
• Create rules for both money in and money out transactions.
• Save customizations of columns.

• Added two Inventory Aging reports that show the value of inventory items in stock, categorized based on their aging since purchase/acquisition.
• These reports provide information such as age, acquisition value, quantity and average days in stock of each inventory/assembly item.

• Fixed an issue that caused a crash when creating a Payment Receipt template. Fixed an issue causing a crash while restoring a company file backup.Fixed an issue that caused a crash when closing the company file after adding contacts in the Customer or Vendor center. Fixed an issue where the number of attachments to an email were not shown correctly after an attachment was removed while using the 'Combine all forms to recipient in one email' option in the 'Send Forms' window. Fixed an issue with Advanced Bank feeds where, if a user had M/D/YY as their system date format, the current date was getting used for recording the transaction.Fixed an issue with Receipt Management where create new transactions used to fail if the bank account name included special characters. Fixed an issue where date and amount columns were not getting sorted on the 'Match to Existing transactions' window. Fixed an issue with Receipt Management where all the receipts are not listed in the dashboard if a large number of receipts (above 1000) are uploaded.