We updated Client Hub with these updates this week:
QuickBooks Integration
We fixed an issue with the QuickBooks integration around pulling in more than 100 accounts from a QB file. Also, we now display the account type for your convenience in the "QuickBooks Uncategorized Account" dropdown.
IMPORTANT: For each QuickBooks file that you have mapped, please go to Manage Practice in the "QuickBooks Uncategorized Account" dropdown, please just re-select the account that you are monitoring for this file. It should just take a second and confirm the mapping with a green confirmation message on top.
Recent Files
We now have a very nice view of Recent Files uploaded either by accounting staff or by clients -- directly from a new "Recent Files" tab that is part of the Conversations panel