June 5, 2025

Automatically sync transaction files to QBO & Xero

Tired of manually syncing transaction files to the ledger after your client sends in a pile of receipts?

Now Keeper will automatically sync files directly to QBO or Xero immediately upon upload to the transaction - by your team or by your client.

Watch the video below to see this new automation in action and to learn how to enable this for your practice. Try it out today and knock even more time off your month-end close!

Emails Improvements

Added support for embedding links in email signatures.
Admins and super admins can now revoke access to primary practice emails.
Improved the drag & drop experience in Emails by making the interaction easier to trigger and visually clearer.

Other Improvements

You can now choose what "Enter" will do when messaging & responding to clients: choose between hitting Enter to send or Enter to add a line break.
Stacked bar charts are now supported in Metrics.
Added a "compare to prior time period" option for charts in Metrics.
Added support to search by the client's submission note in the client uploads inbox / Keeper Receipts.
Added a "Select all" option to column filters throughout the app.
Users can now filter due dates for start and end times on the task list.
Added authenticator app option when setting up 2FA.

Bug Fixes

Fixed a bug that caused an error when accessing Client Portal settings.
Fixed a bug where duplicating a “Make transaction” file caused an error.
Fixed a bug where a single transaction displayed as a duplicate in Keeper.
Fixed inconsistencies in recurring task dates for tasks set to a quarterly frequency.
Fixed a bug where Journal Entries (JEs) were missing from the Type dropdown in custom file review reports if there were no JEs in the QBO file.
Fixed a bug where task templates sometimes assigned tasks to the incorrect section.
Fixed a bug that triggered a “receipt failed to post” error when posting journal entries.
Fixed a bug where a May 2025 transaction was incorrectly linked to a question from December 2024.
Fixed a bug where some scanned receipts were not appearing in the Transaction Files section.
Fixed a bug where users were unable to @ tag other users in comments.
Fixed a bug where list item styles were not preserved when forwarding emails.
Fixed a bug to properly render new lines in receipt upload descriptions on the Client Portal and Close page.