July 30, 2025
Arcari web v3.20.0
Features
Added Roll to Tax feature
Users can now mark documents with a roll to tax property that will keep a document in a project you roll forwrd from a CAS Trial Balance project to a Tax Trial Balance project.
You can make this edit from the document settings form, or the bulk editor at the bottom of the document list page.
Support Other Deductions sub-category tax mappings
We now support 11 sub-categories for "Other Deductions" to help you treat different groupings properly and allow for more visibility into a tax grouping, for an easier and more transparent tax prep process.
QuickBooks Online Sync Back Journal Entries
For users that create JEs in Denari and want them to sync back to their QBO client, we've added a new Sync Adjusting Journal Entries button to the Journal Entry page. If a user clicks this button it will sync back their Denari Journal Entries to their QBO client.
🐛 Bug Fixes
Added validation on QBO sending wrong date ranges. This should hopefully provide a long term fix for an issue Tammy had with Roots Counseling Services balances being off.
Added a fix for XLSX files not being able to be saved properly
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