3.20 - Customer/Vendor

May 5, 2025
Written by Katherine Schraeder
Updated 1 month ago

🚀 New Features

  • Import Customers/Vendors

    • Import Sales by Customer and Expenses by Vendor in QBO (cash values)
    • Add customer/vendor mapping
  • Section Settings

    • Display open items by total or amount due for Xero and QBO
    • Field only comes in for new or updated items; otherwise falls back to the total setting

⚠️ Changed Functionality

  • Remove unneeded fields from item modal on imported items (open items)
  • Sort dynamic adjustments at the top
  • Show accounts with zero totals that have manual items
  • Only preserve the expected date on synced items

🔧 Fixed

  • Section income setting not saving
  • Scenario name truncating to one letter
  • Paid items not updating on sync if expected date was changed
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