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2025-10-02
  • Error handling: Add guide link to QBD timeout error message.
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2025-10-01
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2025-09-28
  • Dashboard: Add email-based account creation and sign-in.
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2025-09-26
  • 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.
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2025-09-25
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2025-09-24
  • 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.
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2025-09-23
  • 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.
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2025-09-17
  • API: Support for credit card refunds in API v2.
  • Docs: Added more detailed endpoint descriptions to the API docs.
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2025-09-16
  • 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.
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2025-09-15
  • Auth flow: Performance improvements for the auth flow UI.
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2025-09-14
  • Docs: Updated the MCP guide with improved client setup instructions.
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2025-09-12
  • Dashboard: Dashboard visibility on mobile.
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2025-09-11
  • 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.
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2025-09-08
  • Docs: Image widths in docs render correctly.
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2025-09-04
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2025-09-02
  • Billing: Refined logic for detecting duplicate connections used for billing.
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2025-08-27
  • 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.
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2025-08-26
  • 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.
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2025-08-22
  • 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.
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2025-08-21
  • Error handling: Added a custom error message for QuickBooks Desktop error code 3415, for which QuickBooks returns an empty error message.
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2025-08-16
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2025-08-15
  • API: Allow customerId to be null for sales receipts in API to accomodate obscure real-world data.
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2025-08-14
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2025-08-13
  • 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.
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2025-08-12
  • Dashboard: All date and time values throughout the dashboard now show the absolute timestamp with timezone on hover.
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2025-08-06
  • 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.
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2025-08-04
  • 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.
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2025-08-01
  • 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.
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2025-07-23
  • 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.
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2025-07-21
  • API: Disable pagination for employees because QuickBooks Desktop does not support it.
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2025-07-18
  • SDKs: Corrected MCP server handling of the required Conductor end-user ID parameter.
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2025-07-17
  • Docs: Clarified retrieve endpoint docs for transaction types to note linked transactions are always included.
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2025-07-08
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2025-07-07
  • Dashboard: Support for transferring projects between organizations from the dashboard.
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2025-07-02
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2025-06-26
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2025-06-16
  • 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).
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2025-06-09
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2025-06-06
  • SDKs: Conductor MCP server - talk to your QuickBooks Desktop data from an LLM using our Model Context Protocol (MCP) server.
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2025-05-25
  • Auth flow: QuickBooks Desktop authentication flow now uses URL-based navigation for each step, enabling proper browser back button functionality.
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2025-05-21
  • Docs: Help guide for error handling.
  • Docs: Fix broken links in docs.
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2025-05-16
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2025-05-08
  • 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.
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2025-05-06
  • 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.
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2025-04-30
  • Docs: Overhauled the multiple connections help guide to be easier to follow, more user-friendly, and hide technical details by default.
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2025-04-29
  • Dashboard: Support for deleting projects from the dashboard.
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2025-04-28
  • Dashboard: Create multiple API keys per project from the dashboard.
  • Dashboard: Revoke API keys from the dashboard.
  • Docs: Overhauled the API keys documentation.
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2025-04-27
  • 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.
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2025-04-25
  • Auth flow: Clearer success messaging in the QuickBooks Desktop auth flow after the connection health check passes.
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2025-04-23
  • 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.
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2025-04-22
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2025-04-21
  • API: ListIDs containing the E-\d+ pattern are no longer being parsed as 0.
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2025-04-18
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2025-04-11
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2025-04-09
  • 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.
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2025-04-04
  • Auth flow: Refined final steps of the QBD auth flow.
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2025-04-01
  • 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.
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2025-03-27
  • API: Support for account tax lines in API v2.
  • SDKs: Fix handling of timeout set in SDKs.
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2025-03-25
  • Docs: Published our OpenAPI schema for use in development tools.
  • API: Fix the transactionType query parameter when fetching transactions.
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2025-03-24
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2025-03-23
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2025-03-19
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2025-03-17
  • 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.
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2025-03-14
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2025-03-13
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2025-03-12
  • Dashboard: “Test connection” button in the dashboard to verify QuickBooks Desktop connections.
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2025-03-05
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2025-02-27
  • 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.
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2025-02-26
  • Dashboard: Ability to transfer end users between projects in the dashboard.
  • Dashboard: Added cancel buttons to modals in the dashboard.
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2025-02-23
  • 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.
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2025-02-21
  • 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.
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2025-02-18
  • SDKs: Released the new Node.js SDK behind an NPM @beta tag.
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2025-02-17
  • SDKs: Beautified READMEs for the Node.js and Python SDKs.
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2025-02-15
  • Docs: Trigger Mintlify docs refresh when updating OpenAPI spec.
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2025-02-13
  • 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.
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2025-02-12
  • Docs: JavaScript and Python code samples for every API v2 endpoint using our new SDKs.
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2025-02-11
  • 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.
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2025-02-10
  • 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.
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2025-02-09
  • 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.
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2025-02-07
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2025-02-06
  • Infrastructure: Internal error tracking.
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2025-02-05
  • 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.
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2025-02-04
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2025-01-30
  • API: Support for QBD inventory adjustments in API v2.
  • Infrastructure: The server will gracefully shutdown during deployments by letting in-process requests complete.
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2025-01-29
  • 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.
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2025-01-28
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2025-01-27
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2025-01-25
  • API: Internal framework for defining OpenAPI schemas.
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2025-01-23
  • 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.
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2025-01-22
  • 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.
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2025-01-21
  • 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.
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2025-01-13
  • 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.
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2025-01-11
  • Dashboard: Company logos to the dashboard for organizations and end-users.
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2025-01-07
  • Dashboard: Ability to delete end-users from the dashboard.
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2025-01-06
  • Dashboard: Ability to edit end-user properties from the dashboard.
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2024-12-31
  • Docs: This changelog page.
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2024-12-30
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2024-12-29
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2024-12-26
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