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Release Notes – Version 4.18

Version 4.18 Release Date: 2023-11-18     New and Updated Features This is a list of the new features, functions and enhancements added since the previous release Workflow Added concept of ‘Named Records’ where you can add records to a named list...

QuickBooks Online Search Bookmark

QuickBooks Online Search Bookmark This article explains how to make a QuickBooks Online Search Bookmark on your browser toolbar. The basic scenario for this article is that you are viewing a Bill in QBO and want to see the invoice image and all the workflow that went...

Named Records in Workflow

Named Records in Workflow Our new “Named Records in Workflow” feature allows you access and update Records in workflow by simply referencing the Records by name. Streamline and simplify your workflows by leveraging an easy-to-follow naming system. This...