News & Updates
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Import invoices from Quickbooks
January 17, 2025
Organizations often ask about if financial transactions performed in JourneyCARE can by synced over to Quickbooks and the answer is YES!
But what if you want to go the OTHER way and have invoices that are created in Quickbooks automatically imported into JourneyCARE? Now, you can do that, too!
It's as easy as setting a toggle on your Quickbooks integration.
Next, the dev team is working on allowing you to import existing invoices by CSV which is a frequent request by organizations that are migrating over from other AMS platforms. So keep an eye out for that enhancement in future updates!
JourneyCARE now offers 2-facto r authentication for administrators via Authenticator apps like Google Authenticator, Microsoft Authenticator, Authy or Duo. You'll find the new option under Settings --> My Profile. Simply click the QR code that is provided using your preferred app and then enter the code that your app provides.
We’ve rolled out two enhancements to streamline your workflow on the social planner dashboard: New Socials Shortcut: You can now quickly access your Social Planner with the "Add Socials" shortcut directly from the dashboard. One-click access to streamline your posting workflow! Sticky Dropdown Actions: In the social accounts dropdown, the "Add Account" and "Add Group" options are now sticky—always visible at the bottom for easy access, no matter how many accounts you’ve added. Why it matters? Many users were unaware of how to start using the Social Planner or found the navigation buried. This shortcut reduces friction for new users and makes the Social Planner more discoverable and accessible for everyone. Also, when users had multiple social accounts or groups, key actions were pushed out of view, leading to confusion and extra scrolling. Making them sticky ensures that these critical actions are always visible, no matter how full the list gets.
