Release Notes: QuickBooks Online Enhancements & Documentation

(Enhancements below are available in the 3/3/25 Feature Release)

This release focuses on improving user experience when configuring the QuickBooks Online integration. It also provides additional resources to better understand and configure the integration.

List of Feature Updates:

Additional Documentation and Video Walkthroughs:

• Updated the QuickBooks Online Integration Help Center documentation with step-by-step guidance on setup and configuration.
• Walkthrough video to show a real-world example of how data flows from EBIS into QBO.
• Video explanation of how the integration actually works and data points of where EBIS and QBO connect.
• Step-by-step video walkthroughs on configuring the integration.

User Experience & User Interface:

• The “QB Item Configuration” screen, where EBIS and QBO sync on a line item level, is consolidated into one screen, which allows users to see if items are synced between systems in real time.
• The “Detail Level” and “By Department” options are now two separate configuration settings.
• Individualized Miscellaneous, Tax and ACF charges are now configured in the “QB Item Configuration” screen.
• Items that need to be synced can be easily viewed using the “Waiting To Sync” filter on the “QB Synchronization Logs” screen.

Why these updates?

More customers are reaching out about the QuickBooks Online integration every day. They want to understand how it works, see examples of the integration in action, and get better guidance on setting up the integration for their operation.

In order to do this, we focused on improving the user experience and adding additional self-serve resources to successfully set up the integration.

For Resources, we’ve added additional videos and documentation that provide details to frequently asked questions, including:

• A revised QuickBooks Online Integration Help Center.
• A video demonstration of the integration so users can see a real-world example of how data in EBIS pushes into QBO, and what it looks like when it lands on a QBO Invoice or Bill.
• A video explanation of how the integration actually works, detailing the exact integration points, how data is aggregated, and where it lands in QBO.
• A step-by-step video guide on how to enable and configure the integration.

For User Experience, we want customers to easily understand the exact points where EBIS and QBO connect, this way they can see the changes made in real-time and easily see where data will flow to in QBO. The new user interface makes this much easier to understand and make adjustments while feeling confident the data is going to the right place.

Feedback:

Since day one, EBIS has been built on customer feedback. If applicable to you, please check out these resources, test out the functionality, and let us know what you think.

You can submit direct feedback on this feature here: QBO Enhancements Survey

Alternatively, you can send feedback to support@datcomedia.com with the subject line "Feedback:".