Major
- Convert non-QBO clients to QBO clients: you can now add a QuickBooks integration to a non-QBO Client. This is particularly helpful for cases where you want to onboard a client onto Keeper before you have access to their QuickBooks file.
Minor
- Added the ability to manage which users have access to a file to the All Client Settings table.
- The tasks in the Client Questions section now show the count of answered questions / total open questions.
- Clients can now add an attachment in the Questions for your Bookkeeper tab in a single step, without needing to first ask the question and then add an attachment.
- Unblocked all tasks on the Close page that do not require QuickBooks data (i.e., custom tasks, Pre-Close tasks, Non-Transaction Questions, and Questions from Client).
- You can now further restrict the deletion of sections with Section deletion lock.
- Executive Summary notes can now be formatted with rich text (bold, underline, italics, links, bullet points, etc.).
- Assignees can now be removed from tasks.
Bug Fixes
- Fixed a bug causing Gross Profit not to show up in certain Canadian QuickBooks files
- fixed a bug where search reset after completing a task in a peak and pop frame