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.

Syncing Account ID and Company Name does not require any configuration changes. After the initial sync runs and matches companies based on name, Account ID and Company Name will be synced automatically.

To enable syncing Active/Inactive status, log into MMB and select

Tools > Company Maintenance

. Under

QBO Company Sync Configuration

, sort the list of Company Statuses into Active and Inactive Statuses.

After sorting the statuses, click

Submit

to save your changes.

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
.