Changes to Zeno Cloud and the Windows app for QuickBooks Desktop, newest first.
Read, set and define QuickBooks Online custom fields through reviewed plans. Reconnect each client once to turn it on. Also new: a 1099 vendor check and vendor statement reconciliation.
Read the update →Review financial statements, bank feeds, and operational status directly inside chat conversations, with decision-first batch summaries and secure connection support for Meta's Muse assistant.
Read the update →Plan and audit stock count adjustments, profit and loss budgets, and project tracking in QuickBooks Online with strict drift detection and real-time webhook synchronization.
Read the update →Inspect and approve bookkeeping plans directly inside chat conversations. This release also routes single-entry modifications through the Today screen and preserves whole forwarded emails in the inbox.
Read the update →Settle Helcim card transactions through dedicated clearing accounts, matching merchant fees and batch deposits directly to the bank feed.
Read the update →Forward client receipts and invoices to dedicated inbox addresses with automated OCR extraction and intelligent bank feed line matching.
Read the update →Connect multiple accounts across institutions in a single flow, and let clients answer transaction questions directly by replying to email.
Read the update →Connect Stripe and Square to itemize gross sales, refunds, and processing fees, posting net deposits directly to matching bank lines.
Read the update →Link estimates to invoices and payment deposits in a single batch, and run bulk transaction recoding with verified preflight rechecks.
Read the update →Audit posted entries against approved plans to catch API discrepancies, and enforce explicit human sign-off on all single-transaction changes.
Read the update →Step through new client setup with automated account discovery, loan tracking, and shared firm coding rules.
Read the update →