Product updates

• Dashboard: Email sign-in confirmation now completes more reliably, especially when switching accounts or finishing the secure link flow in browsers that interrupt redirect handoffs.
• Dashboard: Renaming an organization URL from settings now keeps the header breadcrumb and switchers visible on the updated page.

• Dashboard: Email sign-in is now safer and more reliable.
  • Safer first-party secure sign-in links now better survive browser privacy behavior and inbox scanners.
  • Still-live older links now keep working until they expire.
  • Interrupted or expired handoffs now recover more reliably.
  • Malformed or unsafe requests are now rejected earlier.
  • Recovery guidance is now clearer when a link is incomplete, expired, already used, or interrupted.

• API: QBD inventory items and inventory assembly items now allow incomeAccount to be null to match real-world obscure cases where this field is missing.

• Dashboard: Organization and project switching in the breadcrumb now keeps you on the matching page when possible, instead of dropping you back to the projects list or end users page.
• Dashboard: Email sign-in links now catch incomplete copied URLs earlier and show clearer recovery guidance instead of a generic sign-in error.

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🚀 Overhauled billing, self-serve management, and Stripe integration

• Free trial on first real production usage: Testing stays free, and the trial starts only when your organization first uses a real production QuickBooks Desktop connection.
• Self-serve billing from the dashboard: Start Pro, restore billing, update payment details, review invoices, and schedule cancellation directly through Stripe Checkout and the billing portal, with clearer success and error feedback when you return.
• Clearer billing guidance across the dashboard: Organization badges, billing page states, and upgrade or fix-billing callouts now make it much more obvious whether you are on Free trial, Pro, Payment required, Payment failed, or Cancelled, and what to do next.
• More billing timing details in the status card: The billing page now highlights key dates directly in the main billing card, including active-trial end dates, expired-trial dates, renewal timing, scheduled cancellations, and cancellation dates when available.
• A real billing usage view: The billing page now shows your current status, trial or renewal timing, and the specific billable production connections counted in the past month.
• Usage-based quantities that match real production activity: Billing quantity now follows production QuickBooks Desktop connections used within the past month, excludes test and sample environments, deduplicates by company name, and does not prorate mid-cycle.
• More precise production access enforcement: Billing blocks live production QuickBooks Desktop traffic when required, while setup flows, testing, and connection health checks remain available, and scheduled cancellations keep access through the end of the current billing period.

• API: QuickBooks Desktop requests now fold common accented Latin characters in outbound text to ASCII instead of dropping the base letter entirely.

• Infrastructure: Moved dashboard and auth flow deployments to Node.js 24 to mitigate Vercel Node.js 20 SIGSEGV errors that were causing intermittent auth and middleware failures in affected regions.

• API: QBD invoices, sales receipts, credit memos, and purchase orders now support lineGroups[].serviceDate where QuickBooks Desktop includes or accepts it.
• API: QBD service items, non-inventory items, and other charge items now allow salesAndPurchaseDetails.incomeAccount to be null to match real-world obscure cases where this field is missing.
• QuickBooks Desktop: Improved the company-file path mismatch error to explain mapped-drive versus UNC path differences and when to re-download the Web Connector configuration file.

• Docs: Clarified FAQ billing language so period-based connection counts and non-prorated billing changes are described more accurately.

• Infrastructure: Updated our QuickBooks Desktop XML parser and builder dependency for upstream security hardening and maintenance, while preserving handling of large responses that contain many numeric character references.
• Docs: Clarified that QBD bills can link only to purchase orders through the API.

• Docs: Added a new developer intro to QuickBooks Desktop covering company files, Web Connector architecture, connection realities, and recommended sync UX patterns.

• API: QBD customers now allow alternateShippingAddresses[].name to be null to match real-world obscure cases where this field is missing.

• API: QBD Invoices now support customer as null to match real-world obscure cases where this field is missing.

• API: QuickBooks Desktop endpoints now reject blank or whitespace-padded IDs and blank exact-match name/fullName filters before sending requests upstream.

• API: QBD vendor credits now allow vendor to be null to match real-world obscure cases where this field is missing.

• API: QuickBooks Desktop responses now normalize numeric character references in returned text fields, including legacy smart-quote refs, so encoded character sequences are returned as plain text instead of entity-encoded values.

• Docs: Our help AI assistant now gives clearer, simpler step-by-step answers for QuickBooks Desktop setup and connection issues.

• API: QBD Credit Memos now support customer as null to match real-world obscure cases where this field is missing.
• Docs: Expanded the QBD data corruption guide with a QBWin.log-first workflow for fixing error 1000 list and transaction warnings.

• Error handling: Improved guidance for handling QuickBooks Desktop permission resets that may follow a QuickBooks Desktop restore/copy/migration, a QuickBooks password change, or a QuickBooks update.

• Auth flow: Faster, smoother QBD setup when moving between steps.
• Auth flow: Reduced setup page load by lazy-loading step instructions and prefetching navigation.
• Error handling: Clearer errors when QWC file downloads fail.

• Dashboard: End Users page subtitle now shows unique production connections in use, matching billing deduplication by QuickBooks company name.
• Error handling: Added a custom message for QuickBooks Desktop connection error 0x80040414.
• Error handling: Expanded the inactive QuickBooks Desktop connection message with concrete Web Connector troubleshooting steps.

• Auth flow: Web Connector password now has its own dedicated, more prominent page.
• Auth flow: Callout on the configure page for returning users who completed setup before.

• Infrastructure: Handle late QuickBooks Web Connector SOAP callbacks after the active request has already been cleared.

• Infrastructure: Prevent stuck QuickBooks Desktop requests from leaking memory when Redis snapshots mark them terminal before the local HTTP promise settles.

• Infrastructure: Ensure adopted QuickBooks Desktop timeouts resolve local requests even if the response message is dropped.

​

🛡️ Security: SOC 2 Type 2 certified

• To request a copy of our most recent SOC 2 Type 2 report, email support@conductor.is.
• Learn more on our Security page.

• Infrastructure: Improved QuickBooks Desktop response handling to prevent stuck requests when response dispatch is interrupted.

• API: QBD Sales Tax Preferences now allow defaultItemSalesTax to be null to match real-world obscure cases where this field is missing, even though the QuickBooks Desktop schema says it is required.

• API: QBD deleted list-objects now include fullName in responses.

• Dashboard: Remove organization members from the Members tab with typed confirmation.

• API: Added QuickBooks Desktop shipping methods endpoints for create and list operations.

​

🚀 Dashboard: Organization invitations

• Invite teammates by email to join your organization or create a Conductor account.
• Existing Conductor users are added immediately when invited.
• Invitation links prefill the invited email in sign-in and sign-up, including for signed-out visitors.
• Track invitation status and resend or revoke invitations from the Members page.

• Error handling: Add proper error handling for when a QuickBooks Desktop request payload exceeds our safety cap of 20 MiB.

• Dashboard & Auth flow: Fixed organization and end-user logos not loading.

• Error handling: Added a custom message for QuickBooks Desktop connection error 0x8004040B.
• API: QBD Receive Payments now supports customerId as null to match real-world obscure cases where this field is missing.

• Dashboard: Added search and keyboard navigation to the organization and project switchers in the breadcrumb.

• API: QBD Sales Orders now support customerId as null to match real-world obscure cases where this field is missing.

• Dashboard: Email magic links now open a quick confirmation step to prevent inbox scanners from expiring the link before you click it.

• API: Allow vendor to be null for bills in API to accomodate obscure real-world data where the field can be absent.
• API: Added support for additional payroll wage item fields that QuickBooks Desktop returns in the wild but aren’t documented in the official QBD SDK docs (e.g. overtimeMultiplier, rate, ratePercent).

​

🚀 SDK: New zero-dependency Node.js / TypeScript SDK v13

​

Key improvements

• Zero dependencies: All runtime dependencies have been removed! 🎉
• Native fetch support: node-fetch has been removed in favor of the native Fetch API now that Node 16 support is dropped.
• Simplified pagination: nextPageRequestOptions() replaces multiple pagination helpers for a consistent flow.
• Lighter type system: Pagination classes are now simple type aliases instead of runtime classes.
• fetchOptions replaces httpAgent: Configure proxies and transport via fetchOptions instead of httpAgent.
• Consistent method naming: All delete operations now use .delete() instead of .del().
• Clearer path parameters: Methods with multiple path params now use named arguments instead of positional ones, and are automatically URI-encoded.

• Docs: New guide on fetching QuickBooks Desktop reports via the Conductor passthrough endpoint.
• Docs: Fixed API reference code samples to show SDK snippets instead of raw fetch examples.
• Docs: Added a one-click “Copy page” button on every docs page to make it easier to share content with LLMs.

• API: Made openAmount optional on bills and vendor credits due to a rare QBD bug, with fallback computation instructions in the API docs.
• Dashboard: Email magic links better bypass mail-scanner prefetches.

• Error handling: Improved the error message shown when a QuickBooks Desktop company file contains corrupted data, with clearer repair guidance.

• Docs: Added troubleshooting step for moved connections in the “Web Connector cannot connect to QuickBooks Desktop” help guide.
• Auth flow: Add callout emphasizing keeping QuickBooks Desktop open.
• Docs: Improved FAQs on keeping QuickBooks Desktop open.

• Dashboard: Add callout tips for how to reconnect an existing QuickBooks Desktop connection.

• Docs: New help guide for creating a dedicated QuickBooks Desktop user for a Web Connector connection.

​

🚀 Infrastructure: Re-architected the integration request queue and QBD session manager into a Redis-backed distributed system

• Durable queue recovery and session failover that let operators bounce infrastructure without dropping or replaying in-flight jobs.
• Zero downtime during deploys.
• Crash-safe queuing with durable persistence before requests are exposed.
• Automated timeout recovery with cross-instance adoption so stalled work is reclaimed by healthy workers.
• Self-healing queues that detect missing records and reclaim orphaned work.
• Horizontal scaling without coordination limits since any pod can drain the shared Redis queue as project load grows.
• Early backlog detection and controlled shutdown draining.
• Full-fidelity diagnostics via persisted lifecycle snapshots.
• Faster response times from reduced server load.

• Docs: Added instructions to remove and re-add the Web Connector connection in the “Could not start QuickBooks” help guide.

• API: Support for customer types in API v2.

• Dashboard: Prevent corporate email scanners from consuming magic-link sign-in tokens before users attempt to sign in via email.

• API: Corrected the salesTaxTotal field to be optional.
• Docs: Highlighted ability to fetch a batch of specific records by ID in a single list request.

• Dashboard: Added a hover copy shortcut for Conductor IDs in the End Users table.

• Error handling: Add guide link to QBD timeout error message.

• Dashboard: Show a clear error message when an emailed sign-in link expires so users can request a new one.
• Docs: New guide for ensuring QuickBooks Desktop opens at startup.

​

🚀 Dashboard: Add email-based account creation and sign-in.

• Dashboard: Dashboard breadcrumb now shows each organization’s subscription tier badge.
• Docs: Added a step to the “Could not start QuickBooks” help guide for when the user has moved the company file location.

• Docs: Added FAQ about QBD API request latency.

• Dashboard: Dashboard now shows the QuickBooks company name, as defined in the QuickBooks company file, in the end-users table.
• Auth flow: Add note to Auth Flow for how to open the .qwc file if the Web Connector doesn’t launch automatically.

• Error handling: Conductor now auto-retries server-side when QuickBooks returns the transient error “This list has been modified by another user”, reducing manual restarts.

• API: Support for credit card refunds in API v2.
• Docs: Added more detailed endpoint descriptions to the API docs.

• Error handling: Specialized Conductor error messages with resolution instructions for two obscure QuickBooks Desktop connection errors.
• API: Support a linked-transaction object’s field transactionType having the output value ”???”, which we’ve seen in the wild, even though it is not in the QuickBooks’s own schema definition.
• API: Allow output inventory adjustment line’s itemId to be null.

• Auth flow: Performance improvements for the auth flow UI.

• Docs: Updated the MCP guide with improved client setup instructions.

• Dashboard: Dashboard visibility on mobile.

• Dashboard: Add search, sorting, and column visibility to the End Users table in the dashboard.
• Dashboard: Faster loading of the dashboard End Users table for projects with many connections.

• Docs: Image widths in docs render correctly.

• API: Support for currencies in API v2.
• Docs: Restructured the End-User FAQ for readability.
• Docs: Improved the FAQs for setting up a Web Connector connection on one or multiple computers for the same company file, emphasizing that the company file paths must be identical.

• Billing: Refined logic for detecting duplicate connections used for billing.

• Docs: Clarified in API docs that date-only values used as upper bounds in date-range filters are interpreted by QuickBooks Desktop as the end of that day.

• API: List datetime filters now properly preserve timezone information, preventing unintended shifts where QBD would misinterpret the UTC timestamp as the end-user’s local timezone.
• Docs: Clarified date/time filter descriptions to better explain how QuickBooks interprets the timezone for different formats (example).
• API: Stricter validation for date/time inputs aligned with QuickBooks Desktop’s DATETIMETYPE specification.
• API: Date-only and timezone‑less values are interpreted in the QuickBooks Desktop host’s local timezone; explicit offsets are respected.

• Error handling: Added a custom error message for QuickBooks Web Connector error code 0x80040403.
• Error handling: Added guide link to error message for QuickBooks Web Connector error code 0x80040437.

• Error handling: Added a custom error message for QuickBooks Desktop error code 3415, for which QuickBooks returns an empty error message.

• API: Support for unit-of-measure sets in API v2.

• API: Allow customerId to be null for sales receipts in API to accomodate obscure real-world data.

• API: Support for deleted transactions in API v2.
• API: Support for deleted list objects in API v2.
• API: Fix the transactionTypes query parameter when fetching transactions.

• Billing: Automatically list active end-users in the Stripe invoice memo/footer.
• Billing: Added company file paths to the Stripe invoice memo for active QuickBooks Desktop connections, if it fits.

• Dashboard: All date and time values throughout the dashboard now show the absolute timestamp with timezone on hover.

• Docs: Help guide for QuickBooks “Insufficient permission level” error.

• API: Enhanced handling of input numbers with more than 5 decimal places in API to comply with QBD requirements for quantity and amount-related fields.

• API: Allow transactionDate to be null for receivable transactions in API to accomodate QBD breaking its own schema definition.
• API: Allow expenseAccount to be null for sales-and-purchase details in API to accomodate QBD breaking its own schema definition.

• API: Support for other charge items in API v2.
• API: Support for templates in API v2.
• Error handling: Improved user-facing resolution instructions for QBD timeout errors.

• Error handling: Improved error handling for QuickBooks Desktop’s opaque 3120 error.
• Docs: Improved the description for the amount field on estimate line items to include information about the markup fields.

• API: Disable pagination for employees because QuickBooks Desktop does not support it.

• SDKs: Corrected MCP server handling of the required Conductor end-user ID parameter.

• Docs: Clarified retrieve endpoint docs for transaction types to note linked transactions are always included.

• API: Support for build assemblies in API v2.

• Dashboard: Support for transferring projects between organizations from the dashboard.

• Docs: Help guide for QuickBooks “Run as administrator” mismatch error.
• Docs: Updated “Could not start QuickBooks” guide with a step to check permission level mismatches.

• Docs: Numerous refinements to the help guides for inactive connections and “Could not start QuickBooks”.
• API: Better support for massive query responses (e.g., more than 1 GB) in the API.

• Auth flow: Significantly reduced the bundle size of the auth flow, reducing the initial page load time.
• API: Drop support for comma-separated values in query parameters to avoid breaking values that have commas in them (e.g., “Facebook, Inc.”). We still support the exploded/repeat format (e.g., ?id=abc&id=def).

• Docs: Help guide for Unable to cast COM object.
• Docs: Help guide for QuickBooks Web Connector not starting.

• SDKs: Conductor MCP server - talk to your QuickBooks Desktop data from an LLM using our Model Context Protocol (MCP) server.

• Auth flow: QuickBooks Desktop authentication flow now uses URL-based navigation for each step, enabling proper browser back button functionality.

• Docs: Help guide for error handling.
• Docs: Fix broken links in docs.

• API: Support for other names in API v2.

• API: Support for payment methods in API v2.
• API: Handling of invalid QuickBooks Desktop data in API responses.
• API: Changed the context.value field to be nullable on output to support unexpected values that somehow exist in some real-world company files.

• API: The state field for employee addresses is now an enum when creating or updating an employee, but a plain string when returning an employee to support unexpected values that somehow exist in some real-world company files.

• Docs: Help guide for changing a QuickBooks Web Connector connection’s settings.

• Docs: Overhauled the multiple connections help guide to be easier to follow, more user-friendly, and hide technical details by default.

• Dashboard: Support for deleting projects from the dashboard.

• Dashboard: Create multiple API keys per project from the dashboard.
• Dashboard: Revoke API keys from the dashboard.
• Docs: Overhauled the API keys documentation.

• Auth flow: Step in QBD auth flow checking if end-users are connecting multiple company files from a single computer.
• Docs: Significantly expanded our Repair data corruption help guide.

• Auth flow: Clearer success messaging in the QuickBooks Desktop auth flow after the connection health check passes.

• Docs: Add step to reboot your computer to the Connection not active help guide.
• Docs: Clarified QuickBooks Desktop internal error message with a recommendation to rebuild and verify the company file.
• Docs: Expanded the Rebuild and verify data help guide with clearer explanations of potential data issues and repair steps.

• API: Support for item sites in API v2.

• API: ListIDs containing the E-\d+ pattern are no longer being parsed as 0.

• API: Support for item groups in API v2.

• Docs: Help guide for changing the QuickBooks Desktop user for a connection.

• Docs: Help guide for removing a QuickBooks Desktop connection.
• Docs: Updated the UAC prompt help guide to recommend a much better solution to the issue.

• Auth flow: Stronger emphasis for callout warnings in the QBD auth flow.
• Auth flow: Add a second warning to the QBD auth flow about changing the Web Connector settings.
• Auth flow: Reimplemented generation of the QWC file for efficiency.
• Auth flow: Reimplemented auth-flow health check to use a direct fetch call to the new Conductor API.
• Auth flow: Remove the old conductor-node package from auth-flow to reduce bundle size.

• Auth flow: Refined final steps of the QBD auth flow.

• API: Server-side auto-retry with a fresh QBD session when the maximum number of iterators is exceeded.
• SDKs: Remove the @beta tag from the Node.js SDK.

• API: Support for account tax lines in API v2.
• SDKs: Fix handling of timeout set in SDKs.

• Docs: Published our OpenAPI schema for use in development tools.
• API: Fix the transactionType query parameter when fetching transactions.

• API: Support for item receipts in API v2.
• Docs: Added a recommendation to the connection not active help guide for recreating the QuickBooks Web Connector log file.

• API: Support for price levels in API v2.

• API: Support for fetching QBD company information in API v2.
• API: Support for fetching QBD company file preferences in API v2.
• Docs: Documentation on missing QBD types that are not yet supported in Conductor.
• Docs: Correctly show date examples as date-only (YYYY-MM-DD) values instead of datetimes (YYYY-MM-DDTHH:MM:SS) in the API docs.
• Docs: Example values for createdAt fields in the API docs.

• API: Handling of absent required output fields in QuickBooks Desktop data, such as totalAmount on receive-payments, amount on checks, and note on additional-notes, that can be missing in real-world corrupt data.

• Docs: Help guide for Web Connector “Another update is in progress” error.
• Docs: Added Error and ErrorResponse schemas to the OpenAPI spec.
• API: Exposed missing employeePayroll.deleteAllEarnings field when updating employees.

• Dashboard: Dashboard section for marketing site.
• Docs: FAQ on supported QuickBooks Desktop hosting providers.
• Docs: Error resolution instructions for QBD connection error.

• Dashboard: “Test connection” button in the dashboard to verify QuickBooks Desktop connections.

• API: Support for searching across all QBD transaction types in API v2.

• API: Replaced the legacy endpoint /v1/end-users/{end-user-id}/ping/{integration-slug} with a more consistent /v1/quickbooks-desktop/health-check endpoint for connection health checks.
• API: Maintained backward compatibility by continuing to support the legacy ping endpoint format.

• Dashboard: Ability to transfer end users between projects in the dashboard.
• Dashboard: Added cancel buttons to modals in the dashboard.

• Docs: Migrated more legacy documentation to the new API v2 docs.
• Docs: Reorganized API documentation.
• Docs: Rewritten the Authentication document.
• API: Removed the unused GET /auth-sessions/:id endpoint from the API, documentation, and SDKs.

• API: Support for QBD time tracking activities in API v2.
• Docs: Expanded troubleshooting steps in the inactive connection help guide.
• Docs: Removed legacy Node.js SDK installation from the quickstart guide.
• Docs: Removed numerous legacy docs pages.

• SDKs: Released the new Node.js SDK behind an NPM @beta tag.

• SDKs: Beautified READMEs for the Node.js and Python SDKs.

• Docs: Trigger Mintlify docs refresh when updating OpenAPI spec.

• Docs: Upgrade guide for the Node.js SDK to API v2.
• Auth flow: Adjust auth-flow to exclaim the importance of never changing the Web Connector settings.
• Docs: Add step for resetting the Every-Min value in the Web Connector to the Connection not active help guide.
• Docs: Remove several unneeded docs pages for the old API v1.

• Docs: JavaScript and Python code samples for every API v2 endpoint using our new SDKs.

• Auth flow: Company logos to the auth flow, using the organization’s email domain (set in the dashboard’s Organization settings) or the organization’s name.

• Docs: Upgrade guide for the Node.js SDK to API v2.
• Billing: Enable new customers to purchase a subscription from the dashboard.
• SDKs: Upgrade message in the current Node.js SDK links users to the upgrade guide.

• Dashboard: Added dropdown menu in dashboard’s Auth Session modal to easily select expiry times (e.g. “30 minutes”, “1 day”) instead of requiring manual input in minutes.

• API: Support for QBD discount items in API v2.
• Docs: Intro docs for the Node.js SDK and Python SDK.
• Docs: Upgrade docs config to Mintlify’s new docs.json format.

• Infrastructure: Internal error tracking.

• Docs: Quickstart guide now includes a section for the Node.js SDK beta using API v2.
• Dashboard: Dashboard now visually distinguishes between QuickBooks Desktop connections that have been reset versus those that have never been connected.
• API: Always parse EIN field as a string in API v1.

• API: lastSuccessfulRequestAt to the IntegrationConnection resource.

• API: Support for QBD inventory adjustments in API v2.
• Infrastructure: The server will gracefully shutdown during deployments by letting in-process requests complete.

• API: Support for QBD sales representatives in API v2.
• Billing: Count all connections in test projects as test users.
• Dashboard: Move source ID from the end-user table to the expanded view in the dashboard.
• API: QBD JournalEntry.debitLines now return account as a nullable field to reflect data from the wild.
• API: QBD Employee.address now supports all address fields.

• Docs: Help guide for QBD admin required error.
• Dashboard: Redesigned end-user table in the dashboard.

• API: Support for QBD employees in API v2.
• API: Support for QBD payroll wage items in API v2.

• API: Internal framework for defining OpenAPI schemas.

• SDKs: Released the Python SDK on PyPI, now available in stable release.
• Docs: Pagination guide for API v2.
• Docs: Quickstart guide now recommends installing SDKs instead of using the API Playground.
• Docs: Quickstart guide no longer shows how to create end-users and an auth session via code.
• SDKs: Prevented unnecessary retries in SDKs when receiving definitive error responses.

• API: Support for deleting QBD transaction types, such as invoices, in API v2.
• Docs: Documentation on cursor-based pagination in API v2.
• SDKs: Automated internal SDK generator pipeline for faster release cycles.

• Dashboard: Ability to generate QuickBooks Desktop authentication links directly from the dashboard.
• Dashboard: Ability to configure expiry and redirect URL for auth sessions in the dashboard.
• Dashboard: Quick “Generate auth link” button in the dashboard for end-users that haven’t connected yet.
• Docs: No-code Conductor quickstart guide.
• Dashboard: Auth session is now automatically generated in the dashboard after creating a new end-user.
• Dashboard: Restyled dashboard modals.

• Auth flow: Validation of publishableKey against the authenticated project during auth session creation.
• Dashboard: Moved the action menu in the dashboard’s end-user table to the left side for better visibility.

• Dashboard: Company logos to the dashboard for organizations and end-users.

• Dashboard: Ability to delete end-users from the dashboard.

• Dashboard: Ability to edit end-user properties from the dashboard.

• Docs: This changelog page.

• API: Support for QBD vendor credits in API v2.

• API: Support for QBD subtotal items in API v2.

• API: Support for QBD credit memos in API v2.