Release Notes: May 15, 2026

What's New

We're delighted to announce our latest integration with Quickbooks and Xero.

QuickBooks integration

Summary

You can now connect your Clava instance to QuickBooks Online to automatically sync key transactional and customer data, reducing manual admin and keeping your accounts up to date.

What’s new

• Connect Clava to QuickBooks via OAuth: A guided connection flow lets you securely link your QuickBooks account and authorise Clava to sync data.
• Configurable data sync: Choose which data types you want to synchronise (e.g., invoices, payments, customers, products/services) so you stay in control of what’s sent to QuickBooks.
• Sync status & visibility: See whether the integration is healthy, when the last sync ran, and what’s queued or completed.
• Manual sync controls: Trigger a sync when you need changes reflected immediately (e.g., before month-end close).
• Audit trail for troubleshooting: View a log of synced transactions to verify what was sent and diagnose mismatches.
• Actionable error handling: Clear error messages and suggested next steps help you resolve issues quickly without contacting support.
• Disconnect / reconnect: Easily revoke access and reconnect if you need to change QuickBooks accounts or reset permissions.

Who this impacts

• Operators: You’ll spend less time duplicating data entry between Clava and your accounting system and you’ll have clearer visibility into sync health.

Notes & limitations

• QuickBooks Online only: This release integrates with QuickBooks Online via the QuickBooks API (v3).
• Data accuracy depends on mapping: Review your sync configuration to ensure fields align with your bookkeeping preferences.
• Rate limits: Sync throughput may be affected by QuickBooks API limits for high-volume accounts; the system will retry where appropriate.

Getting started

1. Open Settings → Integrations → QuickBooks in your Clava instance.
2. Select Connect to QuickBooks and complete the authorisation flow.
3. Choose the data you want to map and sync and save your settings.
4. Run an initial sync and review the status dashboard and audit log.

For more information on setting up your Quickbooks integration check out our Quickbooks help guide.

Xero integration: connect, sync, and stay on top of accounting

You can now connect your Clava instance to Xero to automate key accounting workflows and reduce manual finance admin. This release adds a secure connection flow, clearer visibility into sync health, and foundations for reliable syncing.

What’s new

• Secure connection to Xero (OAuth 2.0): Connect your Xero organisation(s) without sharing passwords. Tokens are handled securely and refreshed automatically.
• Supports multiple Xero tenants: If your business operates multiple locations/organisations, you can connect and work with multiple tenants (where applicable).
• Sync modes to match how you work:
• Connection & sync visibility: See connection state, last sync time, last sync result, and recent errors so you can quickly confirm everything is running smoothly.
• More reliable syncing: Improved retry handling and safer writes designed to prevent duplicates and keep records auditable.

Why this matters

• Less manual bookkeeping: Reduce copying data between systems.
• Fewer errors: Automated syncing helps avoid missed entries and typos.
• More confidence at close: Visibility into sync status helps your team stay ahead of issues.

Getting started

1. Go to Settings → Integrations → Xero
2. Select Connect to Xero
3. Authorise access and choose your tenant (if prompted)
4. Choose the data you want to map and sync and save your settings.
5. Choose your sync mode (real-time or scheduled)