Changelog
Follow up on the latest improvements and updates.
RSS
new
improved
Version 2025.09.01B
Beta users only
New Features
Product Cleanup Tool:
- This tool will mark products inactive if they have not been used within a selected period of time. Syncing from ConnectWise PSA to QuickBooks Online is also supported.
Company Cleanup Tool:
- This tool will mark companies inactive if they have not had any activity within a selected period of time.
Mass Maintenance Booster:
- 2FA Support: Added 2FA option to login for improved security.
Enhancements
QBO Company Sync:
- Added support for syncing Account ID, Company Name, and Active status.
Note:
- QBO Product Sync and Product Cleanup tools are now accessed through Product Catalog Maintenance.
- QBO Company Sync and Company Cleanup tools are now accessed through Company Maintenance.
New Features
PSA Child Ticket Status Update:
- This new tool updates the status of open child tickets automatically. Just enable the tool and select the status for child tickets by board, and the tool will run in the background as soon as a ticket becomes a child ticket.
fixed
Version 2025.05.02
Fixes
QuickBooks Online Product Sync:
- Corrected report color-coding for matching accounts
Tax Code Maintenance:
- Fixed timeout issues for scheduled updates
- Fixed issue with some sites and agreements not updating
- Fixed issue with emails not sending
- Fixed timeout issues
fixed
Version 2025.04.02
Fixes
PSA Tax Code Maintenance:
- Fixed error occurring when scheduling updates.
QuickBooks Online Product Sync:
- Fixed issue with changes not applying to products with historical transactions.
fixed
improved
Version 2025.03.02
Enhancements
PSA Tax Code Maintenance:
- Improved record lookup speed and page navigation
Fixes
PSA Tax Code Maintenance:
- Fixed issue with record lookup getting stuck at 96-98%
- Fixed issue with site updates not applying
QuickBooks Online Product Sync:
- Updated type comparison to use product type instead of class
- Updated GL account mapping to combine mappings when more than one mapping is used
fixed
Version 2025.02.02
Fixes
PSA Tax Code Maintenance:
- Fixed error occurring during download if one or more sites does not have a tax code
QuickBooks Online Product Sync:
- Fixed GL account mapping for products
fixed
Version 2025.01.02
Fixes
Mass Maintenance Booster:
- Fixed ConnectWise PSA permission requirements.
fixed
Version 2024.12.02
Fixes
QuickBooks Product Sync:
- Fixed issue that prevented some products from being synced.
- Fixed error occurring during product sync when taxable status could not be read.
new
improved
Version 2024.10.01
New Features
Mass Maintenance Booster:
- New maintenance tool: QuickBooks Online Product Sync. Sync product accounts, taxable settings, and types between ConnectWise PSA and QuickBooks Online automatically.
Enhancements
PSA Tax Code Maintenance:
- Updated download process to support downloading a larger number of records and speed up download.
improved
fixed
Version 2024.08.01
Enhancements
PSA Tax Code Maintenance:
- Added filter options for tax codes
Mass Maintenance Booster:
- Updated site layout
Fixes
Mass Maintenance Booster:
- Fixed issue occurring when attempting to save CW configuration
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