• Enhanced Debit Category Linking 

Debit categories can now be linked not only to QuickBooks Expense Accounts but also to Revenue Accounts, providing more flexibility in managing financial categories between systems.

• Invoice Synchronization

Improved synchronization with QuickBooks to ensure invoice status and data are up to date. Synchronization occurs automatically every 2 hours or can be triggered manually. After each sync:

1. The status remains unchanged if the balance equals the total amount.

2. The status is set to "Need Review" if the balance does not match the total amount.

3. The invoice status is marked as "Paid" if the balance equals zero.

• Invoice Deletion or Cancellation

If an invoice is voided or deleted in QuickBooks, the corresponding invoice in Vektor will also be voided or deleted, ensuring consistency across both systems.

• New Customer Creation Feature

Added the ability to create a QuickBooks Customer directly from the Vektor platform if the broker or customer still needs to be linked. This eliminates the need to manually create the customer in QuickBooks before generating an invoice.

• Bug Fixes

Resolved minor issues related to disconnections between QuickBooks and Vektor.