New capabilities have been added to allow creating and syncing Journal Entries (JEs) from Qvinci to be possible for QuickBooks Online entities. We also included an enhancement that allows for Conditional Formatting of the Financial Portal.
Create and Sync JE for QuickBooks Online Entities
Just like QuickBooks Desktop syncing entities, users with permission can now create Journal Entries for QuickBooks Online syncing entities. From inside the Financial Portal, appropriate users can easily open the Journal Entry Management page and enter JEs for files, classes, or locations. These JEs can then be approved by a permissioned user and will undergo an upload back to the file upon the next sync. Just like in QuickBooks, JEs can be created for classes or locations (even if the user is not syncing by class to Qvinci).
Learn more about Qvinci’s JE functionality and user access for JEs through this knowledgebase article and video tutorial.
Conditional Formatting in the Financial Portal
Portal users can easily tell when an outstanding Journal Entry needs to be authorized by the appropriate personnel or is awaiting a sync back to the QuickBooks Desktop or Online file because the JE column in the Portal will appear with a red background. This is a user-friendly, visual notification that the JE is still considered to be in a pending state because it does not yet appear in the QuickBooks file.
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