Product updates, new features, and improvements from this month.
A new "Receive into inventory" option on the bill form opens Bulk Receive pre-filled with quantities, location, and unit cost from the linked purchase order, so you can receive goods without leaving the billing workflow.
The bulk customer import spreadsheet now includes Address, City, State, and Zip columns so shipping details can be imported in one pass. Newly imported customers sync their shipping address to QuickBooks automatically when QB auto-sync is on.
Attach additional files to any existing bill from the Bills table row menu or the open bill preview, then page through all attached files without leaving the bill.
A spreadsheet-style modal lets you check in many items at once from a purchase order or the Receive Pending list. Fill in quantity, cost, and lot per row, submit all at once, and fix failed rows without starting over.
Wholesale customers can switch the storefront into an Order Form view — a searchable table for entering quantities across many SKUs at once. Minimum order quantities are shown inline, with checkout blocked until all minimums are met.
A spreadsheet-style bulk vendor import on the Vendors page lets you add many vendors at once, including Type, Customer ID, Ordering Method, Fulfillment Method, and Order Minimum. Supports CSV upload, a Google Sheets template, and duplicate detection before submit.
Tasks can now repeat daily, weekly, or monthly. When a recurring task is marked done, the next instance is automatically created. A purple badge identifies repeating tasks throughout the app.
Add labor, shipping, overhead, and other non-inventory costs to production templates. Each work order then shows an Additional Batch Costs section where those costs can be overridden per run and are stamped into COGS on completion.
A spreadsheet-style grid on the Items to Sell page lets you view and edit sale prices, margin %, or markup % for every catalog item at once, with search, category filter, and bulk-apply across selected items.
Select line items on a purchase order and click Split to move them into a new purchase order — useful for backorders, partial deliveries, or separating items by vendor lead time.
Work orders now have a List by Day planner with an Unscheduled side panel for drag-to-schedule, a continuous-scroll Month calendar, and a print-to-PDF feature for generating work order sheets.
Write and save custom default message bodies for invoice, purchase order, and RFQ emails from Configure > Sell and Configure > Buy. Placeholder tokens let you insert dynamic values like customer name or order number.
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