Changelog

When a Quote has a last payment sent date, clicking "Convert to Sales Order" may error out. This issus has been fixed now.

When creating a customer or contact, entering invalid email will result in operation failed without specifying the reason. We've now added UI validation to indicate if entered email is invalid.

We've added two new triggers

1. Sales Order Converted to Quote
2. Quote Converted to Sales Order

We've added related order to purchase order triggers so that you can update order status based on purchase order changes.

Creating a Saved Filter with "Is Draft" = "True" is showing an empty list. This issue has been fixed now.

We've fixed a bug where Customer name containing the symbol "&" doesn't get matched correctly to the QuickBooks Online counterpart. This is now been fixed.

We've also fixed a few instances where an error is mistakenly interpreted as a session expiration causing us to discard the authentication token.

We are still working on the automatic quickbooks syncing.

We had a bug where Invoice Item Report was not displaying all the line items, due to this code incorrectly using the V1 style querying instead of V2 style querying. We've update the code to reflect this.

As a result we had to remove certain fields. Since V2, we no longer calculate discounts and taxes on a line item level. We do it on an invoice level. Therefore, the following fields are removed Invoice Item Report

• Discount
• Tax
• Tax %
• Total (which is useless without that the three fields above)

We found an issue where trying to create a Purchase Order for Simple Products fails with an error. This is now fixed.

This issue is now fixed.

In the version prior, you will be notified of all Job Status changes. Now you can filter to just the status you are interested in. This will significantly reduce "Tasks" consumed in Zapier.

We've decided to split the Sales Order Status Changed and Quote Status Changed into their respective triggers. The new triggers makes it easy to listen and respond to status change events and also support selecting Statuses to listen for.

To ensure backwards compatibility, we've kept the "Sales Order / Quote Status Changed" trigger as is. However, please migrate to the new one as soon as you can.

In Shipment List Page, the UI was using an older endpoint to change the status of the shipment. This has now been corrected.

In the version prior, you will be notified of all Message Status changes. Now you can filter to just the status you are interested in. This will significantly reduce "Tasks" consumed in Zapier.

In the version prior, you will be notified of all Shipment Status changes. Now you can filter to just the status you are interested in. This will significantly reduce "Tasks" consumed in Zapier.

In the version prior, you will be notified of all Purchase Order Status changes. Now you can filter to just the status you are interested in. This will significantly reduce "Tasks" consumed in Zapier.

In the version prior, you will be notified of all Task Status changes. Now you can filter to just the status you are interested in. This will significantly reduce "Tasks" consumed in Zapier.

The dropdown to select a specific status for a Purchase Order was not appearing in the Purchase Order Saved Filter Create/Edit dialog. This issue has now been fixed.

When viewing QuickBooks Online Error Logs under Configuration > Settings Apps, the description shows up blank. This is now fixed.

Previously you will have to scroll through all available service to reach the one you need. Now you can just search for it.

Previously, the avaialable line items in Invoice Create / Edit Dialog were sorted arbitrarily. We now sort it based on the order that it appears in Sales Order Detail Page respecting the order of the Job as well as the order of the line item.