Sales transactions for QuickBooks and keyboard shortcuts
QuickBooks sales transaction support, keyboard shortcuts, and multiple attachments per transaction.
Sales transactions for QuickBooks
Briefcase now supports sales transactions for QuickBooks users (previously available for Xero). The implementation involves three steps:
- Enable Sales Transactions in Business Settings
- Upload documents via web, email, or WhatsApp
- AI Agent sorts uploads into appropriate categories and extracts product/category details
Users can publish transactions as sales receipts and specify account destinations. All attachments sync to the underlying accounting platform upon publishing.
Keyboard shortcuts
The platform expanded keyboard shortcut functionality across common operations. Users can press "?" at any time to view the complete list of available shortcuts, enabling faster navigation and workflow control.
Multiple attachments per transaction
Transactions now support multiple file attachments. Users click the "+ Add" button in the attachments section to include additional files. Upon publishing, all attached documents transfer to either Xero or QuickBooks accounts.