In May I successfully completed the requirements to recertify as a QBO (QuickBooks Online) ProAdvisor. Some of the new features include: data can be imported from Google Sheets as well as .csv and Excel; “client requests” can be entered in notes; and Amazon Business and Square imports can now be connected and activated.

Additionally changes in functionality include: period end reviews; clean-ups and wrap-ups with a transaction review tab for open issues; the renaming of “Undeposited Funds” to “Payments to Deposit”; auto pay feature for recurring payments; and more flexible customized reports. And Preferred Pricing is available for the first year!