Release Notes (QBO)

2026 note these updates are part of our september 2026 release while you may see these features documented in our guides earlier, please note that all changes will officially go live on september 16, 2026 september 2026 new features added we are excited to introduce account transfers (qbo) docid\ m8q0vcaqa1wrcvdwopal9 , a brand new feature for the plugin this feature allows you to seamlessly manage and execute transfers between your accounts directly within your erp, featuring a modern interface, robust tracking tools, and enhanced operational controls to access this feature, please reach out to your bank representative key benefits and highlights modern interface seamlessly initiate transfers with a guided workflow, quickly select accounts and view balances (step 1), then review a comprehensive summary before final confirmation (step 2) proactive overdraft warnings avoid processing errors with "soft warning" alerts on the amount field and a confirmation banner on the review screen history & csv export easily track transfers with a searchable, filterable history log, detailed transfer views, and csv downloads detailed action logs maintain a clear audit trail with timestamped status tracking for every transfer approval aware workflows automatically routes transfers through your existing internal payment approvals process before sending them to the bank improvements we've made a series of enhancements across the plugin to improve usability and visual clarity refined payment action log layout the action log timeline now displays with correct alignment, spacing, and styling, making it easier to track payment statuses at a glance table headers now stay visible as you scroll table headers now remain fixed in view while scrolling through long lists on the accounts payable, history, positive pay and vendors pages, allowing you to reference column labels without returning to the top of the page clearer labeling when no payment methods are available payment method fields now display "no method available" when a vendor or employee has no configured payment methods, clearly indicating that no selection can be made this applies across all payment method fields and drop downs improved guidance for setting up approval workflows the plugin now offers clearer direction when approval rules have not yet been configured, distinguishing between rules that still need to be set up and an empty approval queue when approval rules aren't yet in place in the , users see a helpful "approval rules required" screen with direct links to the configuration area, guiding them to complete setup before processing payment or vendor approvals clearer labeling for vendor change reviews the "vendor accounts" section under approvals is now labeled "payment method approvals" to clearly indicate that pending updates relate specifically to vendor payment methods and bank details this is a naming change only and does not affect existing permissions or pending requests august 2026 new features added new features added we’re excited to introduce the positive pay (qbo) docid\ zuqrdadjv43vynnphqvmo feature, designed to enhance the security and efficiency of your check payment process now you can quickly and safely send detailed check files directly to your bank, reducing fraud risk and simplifying your payment workflows to access this feature, please reach out to your bank representative key benefits and highlights streamlined check transmission automatically extract check details from quickbooks online and transmit your entire check run to the bank with just a few clicks, saving time and minimizing manual effort real time dashboard & alerts see counts of open, failed, and invalid checks at a glance, with instant alerts highlighting issues that need your attention seamless payment approvals integration if payment approvals is enabled, positive pay transactions move into the approval workflow before final transmission, ensuring proper controls while preventing delays comprehensive audit trail & history track every transmission’s real time status, completed, failed, or in progress, with detailed feedback messages and who initiated the transmission exception handling & resolution easily identify invalid checks caused by bank account mismatches and resolve issues through the unwanted checks can be removed from the plugin without affecting quickbooks online data we're also excited to introduce payment method approvals (qbo) docid\ eqdx62rxmknyaoe6brbtf , designed to strengthen fraud prevention and internal controls around vendor payment information now you can require review and approval before sensitive vendor changes, such as bank account updates, address modifications, and email changes, take effect in your payment workflows to access this feature, please reach out to your bank representative key benefits and highlights controlled vendor changes add a formal approval layer for vendor bank account, address, and email updates, ensuring no sensitive change flows into payment operations without proper review real time payment safeguards while a vendor change is pending approval, payments for that vendor are automatically blocked on the pay bills page, preventing transactions against unverified information detailed change comparison every approval request includes a detailed breakdown showing the exact proposed changes; additions, updates, or deletions, so approvers can make informed decisions at a glance multi tier approval workflows configure single or multi tier approval rules to match your organization's control requirements, with clear progress tracking at every stage erp synced change awareness vendor address and email changes made directly in quickbooks online are automatically surfaced in the approval workflow, keeping your plugin and erp data consistent comprehensive approval history & audit trail track every approval and rejection with full details, who made the decision, when, and why, giving your team a reliable record for compliance and internal review improvements now maintains seamless tab alignment across all display scaling and browser zoom levels, including magnification up to 200% this update ensures a smooth, consistent navigation experience and improved accessibility for users who rely on higher screen zoom settings july 2026 new features we're pleased to announce that payment approvals (qbo) docid\ qnlccp orwjqfdiqa 3q7 is now available for quickbooks online fispan sync this feature integrates a secure, multi tiered payment approval workflow directly into your fispan sync dashboard, giving your organization greater control over outgoing payments key benefits and highlights global and dedicated workflows apply a default workflow to all payments, or create dedicated workflows for specific bank accounts and payment methods multi tiered approvals configure up to three approval tiers, each with customizable thresholds, up to five approvers, and the number of approvals required individual and bulk actions review, approve, or reject payments one at a time or in bulk (up to 1,000 at once) from the payment approval request page complete audit trail track every decision on the approval history page, with export capability for record keeping and analysis improvements we've added a dedicated bill number column to the pay bill page bills synced from quickbooks online now display the exact quickbooks "bill no " on each record, making it faster and easier to match your records june 2026 new feature quickbooks online fispan sync now includes enhanced user level permission controls that provide more granular access management for administrators the system enforces role based permissions, ensuring that users only see and can interact with features and data appropriate to their assigned roles improved feature following a one month preview period, our upgraded interface is now the default experience for all users, and the legacy interface has been retired simply log in to start using the upgraded features may 2026 enhanced feature as part of our commitment to continue delivering a better user experience, we are introducing an enhanced version of the quickbooks online fispan sync plugin with an updated interface, better performance, and expanded features this release is available as an opt in experience, giving you early access to explore the new look and functionality before the full rollout the previous interface will remain accessible and supported until it is officially retired on june 10, 2026 april improvements as part of our commitment to delivering a modern, reliable, and scalable plugin, we are excited to announce a significant upgrade to your integration experience through a new and improved user interface quickbooks online fispan sync this evolution is designed to streamline your workflow and provide a more intuitive way to manage your business needs clients require no action to receive this update; upon your next login, you will automatically see the new interface 2025 november improvements we’ve enhanced the display of transaction descriptions to ensure better readability and alignment across the balances and transactions page long descriptions are now automatically truncated with an ellipsis (…) and display the full text on hover for a smoother user experience october september august july june may