The latest QuickBooks Desktop 2024 packs robust accounting tools for financial professionals. New features optimize tax workflows while bolstering productivity and security. Let's explore the release highlights.
Enhanced Tax Integration and Compliance
A major focus area in QB Desktop 2024 is streamlining tax preparation, filing, and audits. Enhancements include:
Improved e-filing with authorized e-file providers directly within QB
Automated transfer of payroll/1099 data into tax forms
Support for new IRS tax codes and reporting changes
Industry-specific tax line mapping and schedules
Managing clients' tax obligations gets smoother and more efficient.
Client Data Tracking and Audit Trail
Financial professionals gain better visibility and control over client books. QB Desktop 2024 features:
Redesigned audit log viewer with advanced filters
Embedded client record notes, attachments, and documentation
Custom audit procedures editor integrated with SOX checklists
Greater transparency builds trust and accountability with clients.
Workflow Optimizations and Collaboration
Productivity enhancements in the new release accelerate accounting workflows:
Document management hub for centralized access
In-app messaging and comment threads on records
Custom workflow automation with triggers and task assignments
Remote collaboration with teams and clients becomes seamless.
Data Security Bolstered
Security takes center stage in QB Desktop 2024:
Two-factor authentication enforced by default
Customizable role-based access permissions
Automated data backups with encryption
Security dashboard with risk assessments
Bulletproof protection for financial records and client data.
Mobile Companion App Refreshed
QB Desktop 2024 also introduces an upgraded companion mobile experience:
View client contacts, accounts, and balances
Send/approve transactions, invoices, and payments
Access files, documents, and attachments
Integrated messaging with teams and clients
Stay connected to client financials anywhere, any time.
Deeper Microsoft 365 Integration
New integrations with Microsoft 365 apps enhance productivity:
Edit attachments and documents directly in Office 365
Automatically sync calendars and emails with Outlook
Launch Teams/Zoom calls from within QB records
Leverage existing Microsoft subscriptions fully.
Modernized Interface and Customizations
QB Desktop 2024 sports an updated elegant UI:
Customizable dashboards, views, and themes
Context menus and user interface layouts
Keyboard shortcuts and embedded education content
Make the interface your own with personalized productivity tweaks.
With end-to-end upgrades, QuickBooks Desktop 2024 takes accounting to new heights. Financial professionals leverage best-in-class tools to drive growth, optimization, and security for their firms and clients.
The latest release equips teams with the competitive advantage to stay ahead of the curve. Maximize QB Desktop 2024's features today.
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