Version History
63min
- Internal Release
- A new message has been added on the Record info pages that displays the last update time and provides a clickable link on the Invoice object to check and update the individual record, similar to QuickBooks.
- Handled the Last Name display at Contact info on the Customer/Vendor selection page and the Create Invoice/Bill/PO page.
- Internal Release
- Internal Release
- Adds the ability to push Shipping Address information into QuickBooks during the Guided Wizard QB Customer creation.
- Addressed an issue related to custom profiles that arose due to recent changes in Salesforce.
- Bug fix: We have handled a Payment sync error because QuickBooks made a change in the API response.
- Refreshed sandboxes will now mirror the Production Breadwinner subscription details. This means the sandbox will have the same 'add-ons' and expiration date as the production subscription.
- Bug Fix: Status Flag images are fixed.
- We now have the capability to map a field for Shipping Charges directly on the Order object from the Configuration section under 'INVOICE FIELDS FROM ORDER’.
- Added the ability to use Text data type fields for field mapping in Configuration pages and removed Rich text data type fields.
- On the Invoice configuration page, under the ' INVOICE FIELDS FROM OPPORTUNITY' -> CUSTOM FIELDS section, it is now possible to map to any opportunity field.
- On the Invoice configuration page, under the 'INVOICE FIELDS FROM ORDER' -> CUSTOM FIELDS section, it is now possible to map to any order item field.
- We have added new fields on the Invoice Object: Tax (Report), Discount (Report), and Total (Report). These fields display values in negative for reporting purposes.
- Internal release.
- Added a New Global API Action Read Item, it can give the details of that particular QB Item through Global API by passing an QB Item Id.
- Added a lookup QuickBooks Item field with Bill PO Line Item object.
- Internal release.
- A new Global API action called "sendInvoice" has been introduced. This operation allows users to email invoices via QuickBooks from existing Breadwinner invoices. Additionally, the existing Global API action "createInvoice" now includes a new parameter called "sendInvoice", which can be set to true to send an email after the creation of the invoice from QuickBooks.
- The QB Item picklist now displays Parent Child label for selection. Upon selecting an item, the fully qualified name of the QB item will be displayed.
- Added Your Company’s Custom fields section on QuickBooks Companies, QuickBooks Item.
- BugFix: Restricting the Negative values on Discount field while Invoice creation.
- Removed the "Connect to QuickBooks Desktop" button on the Breadwinner Setup page.
- Bug Fix: Fixed Product Match issue with bulk data due to the limitations in querying the unmatched QB Items.
- We can now edit the Amount value on invoices creation for Non-Inventory and Service Items when the Rate and Quantity are 0/Blank.
- A new Formula field, "QuickBooks Item Reference Id" is added to the Opportunity Product object.
- In Invoice creation page, class column picklist will sort in alphabetical order.
- Adds an option to search and select QB Item on create/match QB Item step page for Bills and Pos.
- Handled the Inactive/do not match QB Items selection from Unmatched Salesforce Products under the Product Match page.
- Added Control Sync button functionality for Vendor.
- On the Invoice record Info page, the line item table now displays QB Item name instead of Fully Qualified Name.
- Handled 'Collection is read-only' error during push upgrades.
- Bug Fix: Addressed the issue where hiding the additional component displayed during Bill and PO creation.
- Global API: If QuickBooks Multi-Org is enabled, the 'qborgid' parameter becomes necessary to indicate the specific organization being accessed. But for a single organization or when Multi-Org is not enabled, the default organization ID is used.
- Bug Fix: Addressed QB Item Control Sync Status button issues. When 'Do not match' is checked on the QB Item Control Sync Status button, the associated salesforce product section is hidden. Also, when QB Item is Inactive, QB Item Control Sync Status button will be disabled.
- Bug Fix: Fixed the Auto Match QuickBooks Sub-Companies mismatch during Account Match Process.
- Bug Fix: Handled assigning Permission set to a user first before updating page layout.
- Bug Fix: Handled the exceptions on QB Company Sync with Parent and Sub-Companies records while Importing.
- Bug Fix: QuickBooks Items of type Category and Bundle are Excluded from the Product Match.
- Bug Fix: Handled the error on the Product Match page while matching manually to the existing Salesforce product.
- Handled mapping QB customers for the suggested match with the existing Household and family Salesforce Accounts
- Bug Fix: Handled the error on the Product Match page while matching manually to the existing Salesforce product.
- Bug Fix: Handled Too many callouts issue on PostInstall class.
- Control Sync status button feature is added for QB Items.
- Bug Fix: Show a warning message when a user with a ReadOnly permission set tries to create a Bill.
- Bug Fix: On the QuickBooks Company record page, all related records, like Invoices/Credit memos/Payments, etc, are sorted by the Invoice date.
- Bug Fix: Updating Invoice Amounts and Line Items details (Quantity, Rate, and Total Amount) and rollup fields of Account and Opportunity when an Invoice is Deleted or not updated for the past 7 dates.
- Handled Issue with the feature “Mapping Bills to Opportunity” when wrong Ids in the QB side's Bill Number/Memo field were provided.
- Bug fix: Handle the issue with Wistia on the Setup page.
- Bug Fix: Handled special Characters like ampersands and apostrophes in the Description box on the Invoice creation Page
- The syncing and creation of Bills and POs are based on whether the "Accounts Payable Mode" add-on is enabled.
- Global API: Create/Update Bills and Purchase Orders.
- Handled Item search lookup on the Invoice Creation Page for Mobile/Small Screen sizes.
- Cosmetic change to Pre-Bill and Pre-Po: Adds decimal separators for easier reading.
- Bug Fix: Bill Payment records were not being updated via sync when a Payment was cleared/zeroed inside QuickBooks.
- Bug Fix: Account and Opportunity rollup fields are handled when the void Invoices sync to Salesforce.
- Handled Item search lookup on the Invoice Creation Page for Mobile/Small Screen sizes.
- Cosmetic change to Pre-Invoice: Adds decimal separators for easier reading.
- Bug Fix: On Create Invoice Page. Custom fields are displayed only when enabled in QBD/QBO.
- Bug Fix: The link should not be visible on the setup page when any of the Permission sets are assigned to the user instead of the Read-Only and Standard permission sets.
- Bug Fix: Payment records will update via the sync process once the payment is cleared/zeroed from QuickBooks.
- Bug Fix: Handled the issue while creating an Invoice using Custom Guided Wizard for the non-Admin Salesforce Users.
- Updated All code to keep pace with Salesforce's releases.
- Bug Fix: Fixed issue on the Troubleshoot page when trying to display connection information of non-connected orgs.
- Internal release.
- Bug Fix: Line item search was not working after an item was selected that had a line break in it.
- Bug Fix: Show an error when QB Item Type is not set during new QB item creation.
- Bug Fix: QB Item search was not working on the Manual Product Match page.
- Handled deletion of duplicate QB Company records during the regular sync.
- The ability to handle "Terms" has been added to the Custom Guided Wizard.
- Mandatory fields in the Custom Guided Wizard are now marked as required.
- Bug Fix: Line item search was not working after an item was selected that had a line break in it.
- Bug Fix: We couldn't grab more than 5,000 Items on the Invoice Creation page because of a timeout issue.
- Added the ability to set the Shipping Address from the originating object via Custom Guided Wizard.
- Bug Fix: "Collection Size exceeds the maximum of 1,000" on QB Company/Vendor page when a record had more than 1,000 related transactions. We are now limiting this list to 50.
- Bug Fix: fixed issue with Sales Tax calculation at the transaction level.
- Support custom fields for QuickBooks Desktop invoices & sales orders in the Custom Guided Wizard.
- Bug Fix: Fixed issue with Item Sync when all the items were inactive in a single batch.
- Bug Fix: Fixed "Too many DML rows" exception when trying to delete more than 10,000 records.
- Adds updated Item Lookup option to the Create Invoice page.
- Custom Guided Wizard change to fetch QuickBooks items based on the Salesforce Product they are matched with.
- Bug Fix: Properly handles the situation when an invoice was deleted in QuickBooks but Salesforce doesn't know about it yet.
- Bug Fix: Fixed the "Too many SOQL queries" error during the Sales Order sync process.
- Bug Fix: Fixed "Attempt to de-reference a null object" error during Account Match when the QuickBooks Company Display Name was not set.
- Adds Invoice Line Item mapping for Order Products when creating invoices.
- Global API: Enables users to choose which QuickBooks instance should be processed against by passing in the QuickBooks id.
- Cosmetic change to Pre-Invoice: Adds decimal separators for easier reading.
- Adds the ability to set a default product type in the Item creation/match page.
- Bug Fix: Error occurred during the "Mass Update Account Match" process if there were more than 5K sub-companies.
- Bug Fix: Issue where duplicate invoices were getting created during the Historical Sync if the invoices had the same Invoice Id.
- Release for Intuit's Application Compliance Review for 2022.
- Bug Fix: Invoice Sync was failing if an invoice had more than 200 line items.
- Global API for Payments (read, create, update).
- Add the ability to set a default tax code for invoices.
- Hides the class column for Subtotal Line Items for the QB Desktop version.
- Bug Fix: Account Match of child companies was sometimes throwing the "Attempt to de-reference a null object" error.
- Global API for Payments (read, create, update)
- Internal Release
- Create more detailed error logs when QBD has an issue.
- Allow Product Match for Multi Orgs.
- Internal Release
- Up to 3 custom fields can be passed from a Salesforce invoice or sales order into Quickbooks Desktop.
- Bug: Item name and description disappeared when manually adding a new Salesforce product as a line item on an invoice.
- Bug Fix: Some vendors were not showing while creating the Purchase Orders and Bills from Salesforce even though they are active in QuickBooks.
- Updates product descriptions during the regular item sync.
- Adds an option to remove records from disconnected QuickBooks orgs.
- Historical Sync was failing when a specific customer had more than 50,000 invoices.
- Ability to match sub-companies during the Auto-Match process.
- Bug Fix: Fixes view state issue while trying to attach the PDF version of the invoice
- Bug Fix: Quickbooks company would not show if there were over 50K of invoices for a single company. To fix this we will not show the Breadwinner Charts if you have over 49K of invoices for a single QuickBooks company
- Displays a better error message when creating an invoice and there is an issue on the QuickBooks side
- Ability to show all QB Items in the picklist in the Item Matching page and Create Invoice page
- New Enhancement to quickly select and link "All Suggested Matches" during the Account Match process.
- Create bill or PO from Custom Guided Wizard with account selection from Child Object
- New setup option to allow you to default the line item tax code during the Guided Wizard invoice creation
- Sends Line Item Class field to QuickBooks Desktop during Custom Guided Wizard invoice creation.
- Updates Salesforce API version on the Custom URL Generator so it displays newer objects in the picklist.
- Global API for Customers (read, create, update)
- Global API for Vendors (read, create, update)
- Global API for Invoices (read, create, update)
- Global API for Sales Receipts (read, create, update)
- Custom Apex Generator for triggers released.
- Bug Fix: Fixed QBD Invoice issue where we were allowing the 'Site' field to be set on non-inventory items
- Bug Fix: Fixed issue when trying to display multiple discount items on an invoice.
- Bug Fix: Sales Order Sync was not paying attention to working hours
- Bug Fix: Items with no Unit Price were showing up in the Product Match when they shouldn't.
- Bug Fix: Total Amount was not updating correctly when line items were modified.
- Bug Fix: Do not show the Sale tax column or invoice level tax code unless taxes are configured in Quickbooks desktop.
- Bug Fix: Allow Breadwinner Administrator Users to sync the QB Items.
- Allows the ability to suspend the background syncs during specified hours. Newly created transactions will still be synced.
- Map Quickbooks Item to Salesforce Product by mapping the SKU/ Product Code of the QB Item record to the Product Code of the Salesforce Product.
- Mark the invoice as paid when a payment is applied by Chargent.
- Support Line Item class field via Breadwinner Enterprise Custom Guided Wizard.
