2024 SOC

Your need for timely SOC 2 report updates is important, Lori. I'll make sure you receive the 2024 updates without needing to call again.

The SOC 2 report is now available and you can access it. I'll show you how.

1. First, click this link: https://compliance-portal.app.intuit.com/app/SOC2.
2. Then, select the Intuit QuickBooks Online Ecosystem - SOC 2 Type II Report 2024.
3. Next, click I agree, download now.
4. Lastly, click the downloads icon (an arrow pointing down) in the top right corner of your browser or press Ctrl + J on your keyboard to open the file.

See screenshots below:






 

Additionally, QuickBooks offers a seamless way to manage your financial reports. To learn more about this feature, check out this article: Run a report in QuickBooks Online.

You're welcome to post your queries or comments here, Lori. We'll make sure you get the help that you need. 

Does QBO Ecosystem mean all or most of the QBO products?

Thanks for following up with us, Lori. I truly appreciate your prompt response.

As outlined in Section I: Assertion of the Management of Intuit from the SOC 2 Type II Report 2024, the Intuit products included in the QuickBooks Online and QuickBooks Self-Employed system are as follows: QuickBooks Online (QBO), QuickBooks Self-Employed (QBSE), QuickBooks Online Payroll (QBOP), QuickBooks Time (QB Time), QuickBooks Accountant (QBOA), QuickBooks Capital (QB Capital), QuickBooks Checking (QB Checking), and QuickBooks Payments (QB Payments).

If there's anything else on your mind or if you have more questions, please feel free to reach out. I’m here to help you navigate through this smoothly. Wishing you a fantastic day ahead, Lori!

Hello,

In your screenshot, I can see that an Intuit QuickBooks Accountant - SOC 2 Type II Report 2023 exists, but when I access the compliance portal link right now, this version SOC 2 report does not exist for 2023 or 2024. Is it possible for the 2023 version to be put back up while we wait for the 2024 version to be completed? Or for the 2023 report to be emailed to me please? Thanks.

I appreciate you for reaching out regarding the availability of the Intuit QuickBooks Accountant - SOC 2 Type II Report for 2023, @sweigle. Let me provide some insights regarding the current status of these reports.

Currently, the Intuit QuickBooks Accountant - SOC 2 Type II Report for 2023 is no longer available on our Intuit compliance portal. This occurs due to updates due to updates or changes in compliance reporting practices. Unfortunately, we are unable to reinstate the previous version of this report, as it has already been archived.

Additionally, we are no longer able to email these reports directly due to changes in our policy, which includes no longer providing bridge letters. This measure is part of our commitment to maintaining secure and controlled distribution of sensitive compliance information.

For detailed reasons regarding the unavailability of the 2023 report and real-time updates on when newer versions of the report will be available, I recommend contacting our QuickBooks Online Support Team. They can provide specific details and assist with any particular requests you might have regarding compliance documentation.

Here's how:

1. Sign in to your QuickBooks Online account.
2. Click on (?) Help.
3. You can use the QB Assistant to ask your question or enter a topic. The QB Assistant will offer options to help you find answers. Alternatively, you can use the Search tab to enter keywords or topics of interest. When you search, a list of related articles will be presented for you to choose from.
4. If you can’t find the answers you need, select Contact Us to connect with an expert. Note: You’ll need to enter a question or search for an article before the Contact Us option appears.

To learn how and when to contact them, please refer to this article: Get help with QuickBooks products and services.

Moreover, you can check out this article to learn your way around QuickBooks Online: How-to video center.

You can also visit our QuickBooks Blog and Firm of the Future for insights, tips, and updates on QuickBooks features and best practices.

Our dedicated team will be able to assist you with detailed inquiries and provide the latest updates on compliance report availability. If there are any other documents, details, or further assistance you require in the meantime, don’t hesitate to reach out. We’re here to ensure you have everything you need to manage your compliance requirements effectively.

Hello - is there a Bridge Letter bridging the gap between 9/1 2024 - 12/31/2024 for the SOC 2 report (5/1/2024 -8/31/2024)?? Please advise

Will there be a "gap" or "bridge" letter/report for the time period from the issuance of the SOC 2 report through December 31, 2024?

Thank you for reaching out with your question concerning the availability of a bridge report from the issuance of our SOC 2 report through December 31, 2024, @nancy-willis. I'm here to guide you in accessing the information you need for this report.

To provide you with the most precise and tailored information regarding this matter, I recommend speaking directly with our dedicated live support team. They have access to the latest updates and can ensure that all your specific inquiries are thoroughly addressed.

Here's a step-by-step guide to reach support:
 

1. Sign into your QuickBooks Online account.
2. Select the Help (?) icon on your dashboard.
3. You have two options:
   • Go to the Assistant tab and type in your specific question or topic.
   • Use the Search tab to enter a keyword, which will bring up the Contact Us button.

Please note that support hours for Plus, Essentials, and Simple Start subscribers are from 6 AM to 6 PM PT, Monday through Friday, and from 6 AM to 3 PM PT on Saturdays. Subscribers to the Advanced plan have access to support 24/7, available at any time and on any day.

In addition to this, QuickBooks offers a straightforward method to organize your fiscal records. For a simple guide on this process, please refer to the article: Run a report in QuickBooks Online. This piece is tailored to help you easily navigate and maximize the reporting functions in QuickBooks, ensuring efficient management of financial data.

If you have more questions about generating reports or need further assistance with any other QuickBooks features, please don't hesitate to add them in the comments below. My team and I are always here to ensure all the tools and knowledge needed to smoothly handle your financial tasks are available to you. Have a good one.

Hello, were you able to get the bridge letter going to 12/31/2024? I call them yesterday and the person I spoke to did not understand what I was looking for.

Thanks!

Max

Will a SOC II covering the period from 9/1/24-12/31/24 be available?  

This is a standard audit request and I expect someone at Intuit can speak to when/if this report will become available.

Same question here - any update from the QB team as to when a bridge letter or report be available covering the period from 9/1/2024 to 12/31/2024?  It's already 5 months since 12/31/2024 ended...

The SOC 2 Report for September 2024 to December 2024 is no longer available on our Intuit compliance portal due to updates in our compliance reporting practices and has been archived. As part of our new policy, we can no longer email these reports or provide bridge letters to securely control the distribution of sensitive compliance information.

For specific inquiries about the 2024 report's unavailability and updates on new versions, please contact our QuickBooks Online Support Team for detailed assistance. Here’s a quick guide on how to reach them:

1. Navigate to the Help menu.

2. Click the Search option and type contact support.

3. Choose the Contact Us tab at the bottom.

4. Follow the prompts, then choose a way to connect with us: Have us call you or Chat with us.

For information on the support hours of our QuickBooks Online (QBO) Live Support team, please refer to this article: Get help with QuickBooks products and services.

Additionally, to learn more about handling financial reports in QuickBooks, you can visit to this article:  Run a report in QuickBooks Online.

Our dedicated team is ready to assist with your inquiries and provide the latest information on report availability. Please don’t hesitate to reach out.

Will any type of report be made available for auditors requesting this information? Right now I'm able to pull a report for only 3 months of the client's fiscal year. 

You can visit the Intuit Compliance Portal to check and access the available SOC 2 reports, Cschneider.

Currently, the most recent reporting period is from May 1, 2024 to August 31, 2024. If the specific timeframe you need is not yet accessible in the portal, you can contact our Live Support team for assistance in obtaining the latest available data. Here's how to reach them:

1. Sign in to your QuickBooks Online (QBO) account.
2. Click the Help button.
3. Select the Search tab and enter a keyword related to your concern.
4. Click the Contact Us button.
5. Choose a way to connect with an expert.

If you have additional questions, feel free to comment below.