QuickBooks Online integration

Briefcase now fully supports QuickBooks Online (QBO).

1. Go to your Dashboard
2. Click Add client and Connect Quickbooks account
3. Continue in QBO connect flow

• Two-way sync — The full chart of accounts, tax rates, and suppliers are synchronised from QBO. Update an invoice in Briefcase? It updates in QuickBooks. Update in QuickBooks? It updates in Briefcase. Create new ledger codes directly in Briefcase.
• End-to-end invoice processing — Extract all information (including descriptions) from uploaded invoices and receipts to assign appropriate account codes and tax rates.
• Publish invoices — Publish invoices and receipts to either Bills or Expense sections in QBO, supporting all QBO plans.
• AI learning — Published transactions are memorized to improve future categorisation without manual supplier rules.
• Email integration — Forward transactions to dedicated Briefcase email; system automatically scans attachments and email body for invoices or receipts.
• Smart duplicate detection — Duplicates are detected and archived automatically, even across different document types.
• Smart transaction detection — Emails without valid transactions are automatically archived.
• Automatic multi-line split — Invoices with multiple VAT rates automatically split based on different rates.
• User permissions — Manage user access for both QuickBooks and Xero; invite clients to platform with ease.

Increased attachment limit — Forwarded emails now support up to 30 attachments.