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.