2.88 - QBO Classes & Locations

February 28, 2024
Written by Katherine Schraeder
Updated 2 months ago

🚀 New Features

QuickBooks Classes & Locations

  • Added QBO classes and locations to sync
  • Ability to filter actuals based on classes or locations
  • New sync feature available for Advanced Filters

Import Wizard Improvements

  • Removed welcome slides
  • Place new welcome screen in import wizard (new sign ups only)
  • Improved flow for stepping through screens

Security & Email Verification

  • Email verification added for new sign ups
  • Improved security for fraudulent emails

Section Summary

  • New section summary which show Forecast, Actuals, and Open totals

⚠️ Changed Functionality

  • Login and register pages UI cleanup
  • Export totals defaults on spreadsheet export
  • Export transactions instead of category totals for advanced

🔧 Fixed

  • Tooltip on consolidated scenarios not showing up
  • Side scroll and overlay toggling on modal click
  • Export not showing grouped category names for manual items
  • Account totals not showing in spreadsheet export
  • Not redirecting to pricing page for expired users
  • Reauthorize connection fix for advanced wizard
  • Stripe checkout not propogating subscription info
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