Changelog

All notable changes to the QuickBooks Invoicing integration will be documented on this page.

Format

This changelog follows Keep a Changelog format and uses Semantic Versioning .

Version Format: MAJOR.MINOR.PATCH

MAJOR: Incompatible API changes
MINOR: New features (backwards-compatible)
PATCH: Bug fixes (backwards-compatible)

Change Types:

Added: New features
Changed: Changes to existing functionality
Deprecated: Soon-to-be removed features
Removed: Removed features
Fixed: Bug fixes
Security: Security improvements

[Unreleased]

Features and improvements planned for future releases.

Planned Features

Bulk invoice creation
Payment status sync to HubSpot
Invoice templates
Custom line items from deal properties
Automated invoice scheduling
QuickBooks reports in HubSpot

[1.0.0] - 2024-12-12

Initial release of the QuickBooks Invoicing integration for HubSpot.

Added

Invoice Creation: Create QuickBooks invoices from HubSpot deals
Multi-Step Invoicing: Support for Deposit, Follow-up, and Final invoice types
Customer Sync: Automatic synchronization of HubSpot contacts to QuickBooks customers
Email Management: Send now, schedule send, or send later manually options
CRM Card: QuickBooks Invoices tab on deal records
Settings Page: Admin configuration for OAuth and defaults
OAuth 2.0 Authentication: Secure connection to QuickBooks Online
Environment Support: Sandbox and Production environments
Default Settings: Configurable default tax codes and products
Invoice Tracking: View invoice history on deal records
Percentage-Based Billing: Automatic amount calculation from percentages
Tax Code Selection: Choose from QuickBooks tax codes
Payment Terms: Configurable payment terms and due dates
Invoice Memos: Add custom notes to invoices
Encryption: AES-256-GCM encryption for credentials and tokens
PBKDF2 Key Derivation: Unique encryption keys per HubSpot account
Privacy Protection: Immediate token deletion on disconnection

Security

Client credentials encrypted before storage
OAuth tokens encrypted at rest
Derived encryption keys (PBKDF2, 100,000 iterations)
HTTPS/TLS for all API communication
Read-only HubSpot OAuth scopes
No plain-text credential storage
Complete data privacy after disconnection

Documentation

Comprehensive user guide
Installation and configuration documentation
Intuit Developer setup guide
Troubleshooting resources
API reference documentation
Best practices guide
FAQ section

Version History

Version Numbering

This integration follows semantic versioning starting with v1.0.0.

Future versions will be documented here as they are released.

How to Update

Checking Your Version

Currently, version information is not displayed in the HubSpot interface. Check this changelog or contact support to verify your version.

Update Process

Updates to the integration are typically deployed automatically. No manual update process is required for most releases.

For major version updates that require action:

Users will be notified via email
Update instructions will be provided
Backwards-incompatible changes will be clearly documented

Migration Guides

When breaking changes are introduced, detailed migration guides will be provided here.

No migrations required for the initial 1.0.0 release.

Deprecation Notices

Features scheduled for removal in future versions will be announced here with at least 3 months notice.

No deprecations in the current version.

Release Notes Details

v1.0.0 - Initial Release (2024-12-12)

Focus: Core invoicing functionality for HubSpot-QuickBooks integration

Key Features:

Invoice Creation: Streamlined workflow for creating QuickBooks invoices from HubSpot deals
Multi-Step Support: Built-in support for deposit, milestone, and final payment structures
Automatic Customer Sync: No manual customer creation needed
Flexible Email Options: Immediate, scheduled, or manual email delivery
Enterprise Security: AES-256-GCM encryption with derived keys

Integration Points:

HubSpot CRM (Deals, Contacts, Quotes, Line Items)
QuickBooks Online API
Intuit OAuth 2.0

Supported Environments:

QuickBooks Sandbox (Testing)
QuickBooks Production (Live)

Supported Browsers:

Chrome (recommended)
Firefox
Safari
Edge

Known Limitations:

One invoice at a time (no bulk creation)
No automatic payment status sync to HubSpot
No bi-directional data sync
Invoices must be edited in QuickBooks (not HubSpot)

System Requirements:

HubSpot account (any plan)
QuickBooks Online subscription
Super Admin permissions (for installation)
Edit deal permissions (for invoice creation)
Intuit Developer account

Feedback and Bug Reports

Report Issues

Found a bug? Please report it:

Email: support@structur.app

Include:

Version number (if available)
Steps to reproduce
Expected vs actual behavior
Screenshots
Browser and OS details

Feature Requests

Request new features or improvements:

Email: support@structur.app

Include:

Detailed description of desired feature
Use case / business need
Priority (nice-to-have vs critical)

Roadmap

Q1 2025 (Planned)

Bulk invoice creation
Enhanced invoice tracking
Payment status sync to HubSpot
Additional email customization options

Q2 2025 (Tentative)

Invoice templates
Custom field mapping
Automated invoice scheduling
Enhanced reporting

Future Considerations

QuickBooks Desktop support
Additional QuickBooks entities (Estimates, Purchase Orders)
Mobile app support
API webhooks
Third-party integrations

Note: Roadmap is subject to change based on user feedback and priorities.

Support

Getting Help

Documentation: Browse this documentation site
FAQ: Check Frequently Asked Questions
Troubleshooting: See Troubleshooting Guide
Email Support: support@structur.app
Phone Support: +1-800-555-5555

Stay Updated

To receive notifications about new releases:

Subscribe to release announcements (contact support)
Check this changelog regularly
Follow product updates via email

License and Credits

License

Credits

Built with:

Next.js
React
TypeScript
HubSpot API
QuickBooks Online API
Intuit OAuth 2.0

Acknowledgments

Thank you to all beta testers and early adopters who provided valuable feedback during development.