Mass Maintenance Booster
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Changelog

Follow up on the latest improvements and updates.

RSS

fixed

improved

Version 2026.07.05B

Beta users only
Enhancements
  • PSA Automated Sales Tax:
    Added support for invoices with negative totals.
Fixes
  • PSA Automated Sales Tax:
    Fixed recurring "You cannot update batched invoices" error.
  • PSA Automated Sales Tax:
    Fixed recurring "You cannot update closed invoices except Internal Notes" error

fixed

improved

Version 2026.07.02

Enhancements
  • Product Maintenance:
    Manual Sync now opens in a new window. Mismatches can be reviewing before applying changes.
Fixes
  • Company Cleanup:
    Fixed issue with some companies incorrectly appearing for deactivation when running Manual Cleanup
  • Fixed QBO connection error occurring when accessing Company Cleanup and Product Cleanup with QBO disabled.

improved

fixed

Version 2026.06.04B

Beta users only
Enhancements
  • PSA Automated Sales Tax (BETA):
    Added sales tax check after invoice is closed to confirm tax total is correct.
    Only runs if sales tax was calculated previously for the invoice.
  • PSA Automated Sales Tax (BETA):
    Added support for invoices with a service total > 0 and no time entries.
Fixes
  • PSA Automated Sales Tax (BETA):
    Fixed issue with some taxable products being flagged as non-taxable.

fixed

Version 2026.06.02

Fixes
  • Fixed 404 error occurring when resetting 2FA.
  • Company Maintenance:
    Fixed issue with sync process attempting to re-name company that has been deactivated.
  • Company Cleanup:
    Fixed issue deactivating companies when revenueYear field is not valid. If deactivation fails due to this error, revenueYear is set to blank and the deactivation is re-tried.
  • Fixed issue with callbacks not running for cloud-hosted instances of CW PSA.

fixed

Version 2026.05.02

Fixes
  • Fixed issue preventing automated tasks from running for some accounts.

fixed

Version 2026.04.02

Fixes
  • Company Maintenance:
    Fixed timeout issue sometimes occurring when running Manual Sync.
  • Company Maintenance:
    Fixed sync issue occurring when billing term could not be matched to existing term.
  • Fixed intermittent "session expired" message

improved

fixed

new

Version 2026.03.03

New features
  • A toggle has been added to the user home page to allow QuickBooks Online tools and options to be enabled/disabled. When disabled, tools and options using QBO will no longer be displayed.
qbo-toggle
  • Company Maintenance
    : Company mappings between ConnectWise PSA and QuickBooks Online can now be cleared. This option can help fix sync errors that occur if a company that was previously mapped is removed or re-named. Mappings will be re-created the next time the tool runs. This option can be found on the
    Tools > Company Maintenance
    page.
cache-btn
Enhancements
  • Product Catalog Maintenance:
    Added support for multi-level GL mapping.
  • Site now has an updated layout to make navigation menu easier to find and keep menu location consistent.
  • Date filters now always display when viewing report results. Additional filters are collapsible.
Fixes
  • Company Maintenance:
    Fixed issue with inactive companies appearing to be re-activated in QBO in report results.
  • Company Maintenance:
    Fixed issue with webhook not being removed when tool is deactivated.
  • Company Maintenance:
    Corrected mappings between CW PSA and QBO.
CW PSA Company Name = QBO Display Name
CW PSA Account ID = QBO Company Name
  • Company Maintenance:
    If Account ID is not set in CW PSA, Company Name will now be used instead.
  • Fixed issue with date picker appearing at the bottom of the page instead of near the date field.

fixed

Version 2025.12.02

Fixes
  • Company Cleanup
    : Fixed "Tool is not enabled" error occurring when running manual cleanup.
  • Company Maintenance
    : Fixed bug that caused some updates to fail even though match was found in QBO.
  • PSA Tax Code Maintenance
    : Fixed 404 error occurring on step 2 for some accounts.

improved

Version 2025.11.03

Enhancements
  • Product Sync Tool:
    Tool now runs hourly instead of once a day. A summary of changes made during the day will be sent at midnight.

new

fixed

Version 2025.11.01

Fixes
  • Corrected blank email results.
    Some result emails for tools were missing report contents. Now email results will display report results correctly.
New features
QBO Company Sync Tool
This tool will sync over company details from ConnectWise PSA to QuickBooks Online automatically.
Companies are synced based on the following fields:
  • CW PSA Company Name/Account ID
    syncs to
    QBO Customer Display Name/Company Name
  • CW PSA Company Active/Inactive
    syncs to
    QBO Company Active/Inactive
    (see details below)
  • CW PSA Billing Contact
    syncs to
    QBO Billing Contact
    (First Name, Last Name, Email)
  • CW PSA Billing Site
    syncs to
    QBO Billing Address
    (defaults to primary site if no billing site is selected)
  • CW PSA Shipping Site
    syncs to
    QBO Shipping Address
    (defaults to billing site if no shipping site is selected. If no shipping site or billing site is selected, defaults to primary site)
  • CW PSA Billing Terms
    syncs to
    QBO Terms
  • CW PSA Tax Exempt
    syncs to
    QBO Tax Exempt
    (see details below)
To enable this tool, log into MMB and select
QBO Company Sync
from the list of Available Tools. Click the toggle for
Enable QBO Company Sync
and a list of options will be displayed:
company-sync-screenshot-1
Exempt Tax Codes
Select all tax codes that should be considered as
Tax Exempt
. When syncing to QBO, companies with these tax codes will be set to
Tax Exempt
in QBO.
Company Statuses
Move any company statuses that are considered
Inactive
to the
Inactive Statuses
column. When syncing to QBO, companies with inactive statuses will be marked Inactive in QBO.
Send Email on Error
Select this option and enter one or more email addresses (separated by a semicolon) to be notified by email when a sync error occur. A detailed report of the sync results can be accessed any time by selecting
Reports > QBO Company Sync Report
.
Click
Submit
to save any changes to the QBO Company Sync Configuration. When enabled, this tool will run automatically whenever changes are made to a Company, Contact, or Site in ConnectWise PSA.
To run it manually, click the
Manual Sync
button. The sync tool will open in a new window and a progress bar will appear. Once the company lookup is complete, a list of changes will be displayed for review. Click the Apply Results button to apply the changes.
company-sync-screenshot-2
We recommended running the tool manually after enabling it in order to review the changes and ensure the configuration is correct.
Company Cleanup Tool
This tool will mark companies inactive if they have not had any activity within a selected period of time.
To enable this tool, log into MMB and select
Company Cleanup
from the list of Available Tools. Click the toggle for
Enable Company Cleanup
and a list of options will be displayed:
companycleanup-screenshot-1
Mark company as inactive if it hasn't had any activity in XX months
Enter the number of months of inactivity after which a company should be considered inactive. For each active company in ConnectWise PSA, the cleanup tool will check for agreements, tickets, project tickets, sales orders, opportunities, invoices, and activities for the company within this timeframe. If no results were found, the company will be deactivated.
Inactive Status
Select the status to use when deactivating a company. Companies that haven't had any activity in the selected time period will be set to this status.
Company Types
To exclude any company types from the cleanup, move the selected types to the
Exclude Types
list. Any companies with a company type that is excluded will not be included in the cleanup process.
Email Address(es)
Enter one or more email addresses (separated by a semicolon) to receive an email summary of the cleanup process. You can also view a detailed report of the cleanup results any time by selecting
Reports > Company Cleanup Report
. The report will display a list of companies that were deactivated along with the date they last had activity.
Click
Submit
to save any changes to the Company Cleanup Configuration. When enabled, this tool will run once a day at midnight (ET).
To run it manually, click the
Run Company Cleanup Now
button. The cleanup tool will open in a new window and a progress bar will appear. Once the company lookup is complete, a list of changes will be displayed for review. Click the Apply Results button to apply the changes.
companycleanup-screenshot-2
We recommended running the tool manually after enabling it in order to review the changes and ensure the configuration is correct.
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