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.
- 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 theTools > Company Maintenancepage.
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.