IIF Transaction Creator full changelog

Changes to make sure that Assembly item memos are saved correctly during integration – to then be used as a default if no memo is entered on the transaction worksheet.

Resolve a case where, when using a new sales tax item on a sales transaction, and no tax vendor is specified, the IIF Creator would try to add a version of the customer name as the vendor, instead of the expected default vendor name.

Changes:
Resolve case where “Unspecified Customer” or “Unspecified Vendor”was added to the names list when importing single row A/R or A/P transactions like Invoices and Bills.
Add logic to the code that calculates the due date based on the Terms record used on A/R and A/P transactions so that terms types don’t get confused. This specifically helps with terms like “Due on receipt” which should set the due date to the invoice or bill date.
When marking sales transactions to email from QuickBooks after import, prevent an incorrect check worksheet warning saying that a new customer does not have an email address when they do, which happened when when they were used on two or more transactions marked to email.
When adding new Customers and Vendors, add the Terms used on the transaction to the name record.
Add instructions to the documentation for creating the QuickBooks Online Journal report to use with the IIF Creator – support for which was added in 12.03.

Fixed an issued that caused terms records to not be loaded properly, which in turn caused invoice due dates to not calculate based on the terms.

Layout changes to the About & Purchase window. Re-signed the add-in.

Fixes to name matching so that names and name account numbers that are numbers with leading or trailing zeros will match more reliably. Properly recognize customer taxability settings when integrating lists using an IIF file.

Check the server for updates only once per day. Fixes to the auto-calculate sales tax feature so it won’t miss the last transaction on the worksheet. Add support for auto-calculating sales tax for the single-row transaction layout style. Add Support button to the About & Purchase window. Slight layout changes on the About & Purchase window.