2.81 - Advanced Account Selection

November 10, 2023
Written by Katherine Schraeder
Updated 2 months ago

🚀 New Features

Advanced Account Selection

  • Added additional accounts to Account Mapping tab in the import wizard
  • Expanded coverage to QBO cash flow statements

Sync Improvements

  • Importing 10 years of historical data for QBO & Xero!
  • Optimize rolling total calculation

New Default Accounts

  • Added more default accounts for new scenarios

⚠️ Changed Functionality

  • Accounts are now limited to the section on new items
  • Added Customer/Vendor grouping in category drop-down
  • Only show bank account and no credit cards on opening balance tab

🔧 Fixed

  • Account drop down in standard item modal causes item section mismatch
  • Fixed error on adjusting current balance in legacy summary bar
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