Release Notes (QBO)

2026 note these updates are part of our august 2026 release while you may see these features documented in our guides earlier, please note that all changes will officially go live on august 12, 2026 august 2026 new features added we're excited to introduce vendor approvals (qbo) docid\ yqy cvunk5ybbjw9t ny0 , 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 added we're pleased to announce that payment approvals (qbo) docid\ tg ysya14ff2f7 dyzvkb 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 we’re also excited to introduce the positive pay (qbo) docid\ ufhyf 891vemtokbp4e b 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 fispan portal unwanted checks can be removed from the plugin without affecting quickbooks online data 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 also, the pay bills page now displays the invoice memo directly from quickbooks online, positioned before the invoice date 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 features 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