November 13, 2025

Account Recs Just Got Faster and Smarter

We've upgraded account reconciliation tasks to save you time on prep, review, and fixing discrepancies.

What this means for you:

Work faster with better visibility
: See reconciled through dates, and compare statement balances to ledger balances directly on the task.
Stay in sync
: Automatically pull reconciliation reports, statement balances, and reconciled through dates from QuickBooks Online via our Chrome extension.
Fix reconciliation issues quickly
: Use AI to analyze reconciliation differences and identify exactly which transactions are causing the discrepancy, speeding up recs that don't perfectly tie on the first try.

Learn more by reading this help article and checking out the video below.

Task views and manual statement data updates are available for all client types. Chrome extension upgrades are available for Quickbooks Online clients.

Accruals Updates

Multi-currency transactions are now supported in Accruals.
Accruals tasks can now be deleted from the Accruals task section on the close page if no longer needed.

Other Improvements

Added filter for month/year of close on the Kanban view.
Added support for matching to QBO payroll transactions in AI Bank Feeds.

Bug Fixes

Fixed a bug where some users encountered errors when attempting to send emails from a question.
Fixed a bug where the Close page loading bar would stop halfway and never complete.
Fixed a bug where disabling account numbers in settings had no effect.
Fixed a bug where the Zapier “Create Contact” action treated the last name as a required field.
Fixed a bug where splitting a transaction in Bank Feeds resulted in an error message.
Fixed a bug where the “Select all clients” option in Templates included ineligible clients and blocked submission.
Fixed a bug where the contact assignee for a connection request in Bank Feeds wouldn’t stick after saving.
Fixed a bug where the Xero client failed to load after data load completed.
Fixed a bug where check numbers were not visible in transaction metadata in Bank Feeds.
Fixed a bug where switching clients from the dropdown menu did not work properly.
Fixed a bug where admin users could not delete empty custom folders.
Fixed a bug where multi-currency settings displayed on the close page but were missing from reporting.
Fixed a bug where a sub-folder for Tax Engagement Files > Tax Year - 2025 was not auto-created for some clients.