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This is a staging build of the docs

Documentation Release Notes for June 2025

· 11 min read

New Documentation

  • Added new Markdown file: docs/integrations/banking/basiq/banking-basiq-setup.md
  • Added new Markdown file: docs/integrations/banking/basiq/banking-basiq.md
  • Added new Markdown file: docs/integrations/banking/basiq/test-your-basiq-integration.md

Updated Documentation

  • Updated Markdown file: blog/220714-support.md
  • Updated Markdown file: blog/220806-navigation-bar.md
  • Updated Markdown file: blog/220817-plaid-instant-match.md
  • Updated Markdown file: blog/220817-product-update.md
  • Updated Markdown file: blog/220825-string-request-deprecation.md
  • Updated Markdown file: blog/220826-wbo-invoice-push.md
  • Updated Markdown file: blog/220926-freshbooks-expenses.md
  • Updated Markdown file: blog/221003-quickbooks-online.md
  • Updated Markdown file: blog/221005-company-data-data-types.md
  • Updated Markdown file: blog/221018-api-key-improvements.md
  • Updated Markdown file: blog/221023-push-history.md
  • Updated Markdown file: blog/221103-branding-settings.md
  • Updated Markdown file: blog/230115-dashboard.md
  • Updated Markdown file: blog/230203-weekly-update.md
  • Updated Markdown file: blog/230217-uat-deprecation-dns.md
  • Updated Markdown file: blog/230218-weekly-update.md
  • Updated Markdown file: blog/230404-product-update-4.md
  • Updated Markdown file: blog/230411-api-keys.md
  • Updated Markdown file: blog/230411-deletion-of-data.md
  • Updated Markdown file: blog/230411-legacy-bank-account-endpoints.md
  • Updated Markdown file: blog/230428-April-Features.md
  • Updated Markdown file: blog/230710-deprecation-bankaccount-banktransaction.md
  • Updated Markdown file: blog/230710-deprecation-companies-metrics.md
  • Updated Markdown file: blog/230710-deprecation-v2-categories.md
  • Updated Markdown file: blog/230731-deprecation-qbd-certificate-update.md
  • Updated Markdown file: blog/230808-cloud-provider-survey.md
  • Updated Markdown file: blog/230901-new-products.md
  • Updated Markdown file: blog/230912-csharp-library-released.md
  • Updated Markdown file: blog/230919-deprecation-link-sdk.md
  • Updated Markdown file: blog/231002-stop-returning-data-on-push.md
  • Updated Markdown file: blog/231003-deprecation-accounting-deleted-records.md
  • Updated Markdown file: blog/231005-fetching-is-paused.md
  • Updated Markdown file: blog/231010-deprecation-webhooks-new-company-synchronized.md
  • Updated Markdown file: blog/231010-journal-entries-contra.md
  • Updated Markdown file: blog/231026-netsuite-bundle-update.md
  • Updated Markdown file: blog/231115-deprecation-put-bank-feed-bank-accounts.md
  • Updated Markdown file: blog/240220-qbd-sync-for-expenses.md
  • Updated Markdown file: blog/240223-java-library-released.md
  • Updated Markdown file: blog/240227-qbd-connector.md
  • Updated Markdown file: blog/240305-deprecation-xero-bankstatement-report.md
  • Updated Markdown file: blog/240306-new-webhook-service-released.md
  • Updated Markdown file: blog/240314-deprecation-transfer-transaction-type-SFE.md
  • Updated Markdown file: blog/240314-new-bank-categorization.md
  • Updated Markdown file: blog/240316-reimbursable-expenses.md
  • Updated Markdown file: blog/240320-deprecation-ruleId.md
  • Updated Markdown file: blog/240403-bill-pay-solution-kit.md
  • Updated Markdown file: blog/240404-QBD-Sync-for-Expenses.md
  • Updated Markdown file: blog/240411-new-webhook-zapier-integration.md
  • Updated Markdown file: blog/240607-deprecation-adjustment-transaction-type.md
  • Updated Markdown file: blog/240621-xero-organisation-update.md
  • Updated Markdown file: blog/240622-FreeAgent-Sync-for-Expenses.md
  • Updated Markdown file: blog/240704-webhook-deprecation-extension.md
  • Updated Markdown file: blog/240716-service-email-coming-soon.md
  • Updated Markdown file: blog/240802-deprecation-old-qbd-integration.md
  • Updated Markdown file: blog/240925-ui-improvements-update.md
  • Updated Markdown file: blog/240926-introducing-company-tags.md
  • Updated Markdown file: blog/241004-deprecation-bank-feed-source-account-event-types.md
  • Updated Markdown file: blog/241004-deprecation-company-specific-webhooks.md
  • Updated Markdown file: blog/241004-deprecation-rules-service.md
  • Updated Markdown file: blog/241004-new-webhook-event-types.md
  • Updated Markdown file: blog/241018-developer-update-q3.md
  • Updated Markdown file: blog/241030-new-connection-failed-webhook.md
  • Updated Markdown file: blog/241120-onconnectionstarted.md
  • Updated Markdown file: blog/241124-bank-feeds-sdk.md
  • Updated Markdown file: blog/241125-filter-companies-by-tags.md
  • Updated Markdown file: blog/241125-webhooks-replay-missed-messages.md
  • Updated Markdown file: blog/250108-update-or-replace-company.md
  • Updated Markdown file: blog/250108-zapier-integration-v2.md
  • Updated Markdown file: blog/250110-deprecation-legacy-hosted-link-ui.md
  • Updated Markdown file: blog/250110-developer-update-q1.md
  • Updated Markdown file: blog/250110-secure-linking.md
  • Updated Markdown file: blog/250129-webhook-transformations.md
  • Updated Markdown file: blog/250130-updates-to-identity-service.md
  • Updated Markdown file: blog/250131-shopify-update.md
  • Updated Markdown file: blog/250204-new-product-docs.md
  • Updated Markdown file: blog/250217-Zoho-Books-Sync-for-Expenses.md
  • Updated Markdown file: blog/250227-webhook-mTLS-support.md
  • Updated Markdown file: blog/250401-bank-feeds-connections.md
  • Updated Markdown file: blog/250401-qbo-minor-versions-update.md
  • Updated Markdown file: blog/250404-deprecation-netsuite-je-basecurrency.md
  • Updated Markdown file: blog/250404-update-accounts-balances.md
  • Updated Markdown file: blog/250407-developer-update-q2.md
  • Updated Markdown file: blog/250513-consent-ui-link.md
  • Updated Markdown file: blog/250603-intuit-partner-program-changes.md
  • Updated Markdown file: blog/250604-oas-updates.md
  • Updated Markdown file: blog/260101-draft-deprecation.md
  • Updated Markdown file: blog/260101-draft-update.md
  • Updated Markdown file: docs/auth-flow/_partial-auth-flow-examples.md
  • Updated Markdown file: docs/auth-flow/authorize-embedded-link.md
  • Updated Markdown file: docs/auth-flow/authorize-hosted-link.md
  • Updated Markdown file: docs/auth-flow/build/build-your-own-authorization-journey.md
  • Updated Markdown file: docs/auth-flow/customize/branding.md
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  • Updated Markdown file: docs/auth-flow/customize/sdk-customize-code.md
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  • Updated Markdown file: docs/auth-flow/customize/use-openid-connect.md
  • Updated Markdown file: docs/auth-flow/optimize/connection-management.md
  • Updated Markdown file: docs/auth-flow/optimize/funnel.md
  • Updated Markdown file: docs/auth-flow/optimize/maximize-links.md
  • Updated Markdown file: docs/auth-flow/optimize/monitor-auth-flow.md
  • Updated Markdown file: docs/auth-flow/optimize/optimize-the-connection-journey.md
  • Updated Markdown file: docs/auth-flow/optimize/platform-selection.md
  • Updated Markdown file: docs/auth-flow/optimize/privacy.md
  • Updated Markdown file: docs/auth-flow/optimize/value-exchange.md
  • Updated Markdown file: docs/auth-flow/overview.md
  • Updated Markdown file: docs/bank-feeds/bank-feeds-sdk.md
  • Updated Markdown file: docs/bank-feeds/create-account.md
  • Updated Markdown file: docs/bank-feeds/data-types.md
  • Updated Markdown file: docs/bank-feeds/guides/bank-feeds-tutorial.md
  • Updated Markdown file: docs/bank-feeds/integrations/qbo/mapping.md
  • Updated Markdown file: docs/bank-feeds/integrations/sage/mapping.md
  • Updated Markdown file: docs/bank-feeds/mapping/api-mapping.md
  • Updated Markdown file: docs/bank-feeds/mapping/codat-ui.md
  • Updated MDX file: docs/bank-feeds/mapping/overview.mdx
  • Updated MDX file: docs/bank-feeds/overview.mdx
  • Updated Markdown file: docs/bank-feeds/pushing-transactions.md
  • Updated Markdown file: docs/bank-feeds/setup.md
  • Updated Markdown file: docs/bank-feeds/troubleshooting.md
  • Updated Markdown file: docs/commerce/advanced-data-sync.md
  • Updated Markdown file: docs/commerce/advanced-setup.md
  • Updated Markdown file: docs/commerce/build/customizing-the-sync-configuration-flow.md
  • Updated Markdown file: docs/commerce/build/implementing-codats-no-code-merchant-configuration.md
  • Updated Markdown file: docs/commerce/build/sync-platform-selection.md
  • Updated Markdown file: docs/commerce/data-synchronization.md
  • Updated Markdown file: docs/commerce/data-types.md
  • Updated Markdown file: docs/commerce/error-documentation.md
  • Updated Markdown file: docs/commerce/learn/monitoring-a-sync.md
  • Updated Markdown file: docs/commerce/learn/sfc-journal-entry-mapping.md
  • Updated Markdown file: docs/commerce/learn/sfc-sales-product-categories.md
  • Updated Markdown file: docs/commerce/merchant-configuration.md
  • Updated Markdown file: docs/commerce/overview.md
  • Updated Markdown file: docs/commerce/setup.md
  • Updated Markdown file: docs/commerce/synchronization-schedule.md
  • Updated Markdown file: docs/configure/plans/additional-product-descriptions.md
  • Updated Markdown file: docs/configure/plans/order-form.md
  • Updated Markdown file: docs/configure/plans/products-and-services-descriptions.md
  • Updated Markdown file: docs/configure/portal/_manage-account.md
  • Updated Markdown file: docs/configure/portal/account-management.md
  • Updated MDX file: docs/configure/portal/dashboard.mdx
  • Updated Markdown file: docs/configure/products.md
  • Updated Markdown file: docs/configure/user-management/sso.md
  • Updated Markdown file: docs/configure/user-management/user-roles.md
  • Updated Markdown file: docs/core-concepts/companies.md
  • Updated Markdown file: docs/core-concepts/connections.md
  • Updated Markdown file: docs/core-concepts/data-type-settings.md
  • Updated Markdown file: docs/core-concepts/data-type.md
  • Updated Markdown file: docs/core-concepts/integrations.md
  • Updated Markdown file: docs/core-concepts/overview.md
  • Updated Markdown file: docs/core-concepts/status.md
  • Updated MDX file: docs/data-model/all-datatypes.mdx
  • Updated Markdown file: docs/enterprise/overview.md
  • Updated Markdown file: docs/enterprise/tech-implementation/consent-journey.md
  • Updated Markdown file: docs/enterprise/tech-implementation/implementation-roles.md
  • Updated Markdown file: docs/enterprise/tech-implementation/implementation-workstreams.md
  • Updated Markdown file: docs/enterprise/tech-implementation/managing-platform-credentials.md
  • Updated Markdown file: docs/enterprise/tech-implementation/multiple-use-cases.md
  • Updated Markdown file: docs/enterprise/tech-overview/architecture/overview.md
  • Updated Markdown file: docs/enterprise/tech-overview/architecture/shared-responsibility-model.md
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  • Updated Markdown file: docs/expenses/config-and-categorize.md
  • Updated Markdown file: docs/expenses/configure-customer.md
  • Updated Markdown file: docs/expenses/data-types.md
  • Updated Markdown file: docs/expenses/faq.md
  • Updated Markdown file: docs/expenses/fx-management.md
  • Updated Markdown file: docs/expenses/getting-started.md
  • Updated Markdown file: docs/expenses/overview.md
  • Updated Markdown file: docs/expenses/sync-process/expense-transactions.md
  • Updated Markdown file: docs/expenses/sync-process/reimbursable-expense-transactions.md
  • Updated Markdown file: docs/expenses/sync-process/syncing-expenses.md
  • Updated Markdown file: docs/expenses/sync-process/transfer-transactions.md
  • Updated Markdown file: docs/expenses/sync-process/uploading-receipts.md
  • Updated Markdown file: docs/get-started/accounting-for-beginners.md
  • Updated Markdown file: docs/get-started/first-steps.md
  • Updated Markdown file: docs/get-started/first-ten-minutes.md
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  • Updated Markdown file: docs/guides/overview.md
  • Updated Markdown file: docs/guides/retool-dashboard.md
  • Updated MDX file: docs/index.mdx
  • Updated Markdown file: docs/integrations/accounting/dynamics365businesscentral/accounting-dynamics-365-business-central-reference.md
  • Updated Markdown file: docs/integrations/accounting/dynamics365businesscentral/accounting-dynamics365businesscentral-setup.md
  • Updated Markdown file: docs/integrations/accounting/exact-online/accounting-exact-setup.md
  • Updated Markdown file: docs/integrations/accounting/freshbooks/accounting-freshbooks.md
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  • Updated Markdown file: docs/integrations/accounting/netsuite/accounting-netsuite-how-deleting-bill-payments-works.md
  • Updated Markdown file: docs/integrations/accounting/netsuite/oracle-netsuite-faq.md
  • Updated Markdown file: docs/integrations/accounting/netsuite/oracle-netsuite-integration-reference.md
  • Updated Markdown file: docs/integrations/accounting/overview.md
  • Updated Markdown file: docs/integrations/accounting/pandle/accounting-pandle.md
  • Updated Markdown file: docs/integrations/accounting/quickbooksdesktop/accounting-quickbooksdesktop.md
  • Updated Markdown file: docs/integrations/accounting/quickbooksdesktop/installing-the-quickbooks-connector.md
  • Updated Markdown file: docs/integrations/accounting/quickbooksdesktop/quickbooks-desktop-faq.md
  • Updated Markdown file: docs/integrations/accounting/quickbooksdesktop/quickbooks-desktop-troubleshooting.md
  • Updated Markdown file: docs/integrations/accounting/quickbooksdesktop/software-and-hardware-requirements.md
  • Updated Markdown file: docs/integrations/accounting/quickbooksonline/accounting-quickbooksonline-new-setup.md
  • Updated Markdown file: docs/integrations/accounting/quickbooksonline/faq-quickbooks-online.md
  • Updated Markdown file: docs/integrations/accounting/quickbooksonline/qbo-app-assessment-questionnaire.md
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  • Updated Markdown file: docs/integrations/accounting/sage50/accounting-sage50.md
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  • Updated Markdown file: docs/integrations/accounting/sage50/pushing-data-to-sage-50.md
  • Updated Markdown file: docs/integrations/accounting/sage50/restart-the-sage-50-connector.md
  • Updated Markdown file: docs/integrations/accounting/sage50/sage-50-requirements.md
  • Updated Markdown file: docs/integrations/accounting/sage50/sage50-multi-company-mode.md
  • Updated Markdown file: docs/integrations/accounting/sage50/sage50-troubleshooting.md
  • Updated Markdown file: docs/integrations/accounting/sage50/uninstalling-the-sage-50-connector.md
  • Updated Markdown file: docs/integrations/accounting/sagebusinesscloud/accounting-sagebusinesscloud-reference.md
  • Updated Markdown file: docs/integrations/accounting/sagebusinesscloud/accounting-sagebusinesscloud-setup.md
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  • Updated Markdown file: docs/integrations/accounting/wave/accounting-wave.md
  • Updated Markdown file: docs/integrations/accounting/xero/accounting-xero-setup.md
  • Updated Markdown file: docs/integrations/accounting/xero/accounting-xero.md
  • Updated Markdown file: docs/integrations/accounting/xero/partner-certification/checkpoints-AP-Payments.md
  • Updated Markdown file: docs/integrations/accounting/xero/partner-certification/checkpoints-app-store.md
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  • Updated Markdown file: docs/integrations/accounting/xero/partner-certification/checkpoints-lending.md
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  • Updated Markdown file: docs/integrations/accounting/xero/use-cases/expenses.md
  • Updated Markdown file: docs/integrations/accounting/xero/use-cases/general-lending.md
  • Updated Markdown file: docs/integrations/accounting/xero/use-cases/invoice-finance.md
  • Updated Markdown file: docs/integrations/accounting/xero/xero-app-partner-program.md
  • Updated Markdown file: docs/integrations/accounting/xero/xero-faq.md
  • Updated Markdown file: docs/integrations/accounting/zoho-books/accounting-zohobooks-setup.md
  • Updated Markdown file: docs/integrations/accounting/zoho-books/zoho-book-limits.md
  • Updated MDX file: docs/integrations/all-integrations.mdx
  • Updated Markdown file: docs/integrations/bank-feeds/netsuite-bank-feeds/netsuite-bank-feeds-setup.md
  • Updated Markdown file: docs/integrations/bank-feeds/overview.md
  • Updated Markdown file: docs/integrations/bank-feeds/qbo-bank-feeds/qbo-bank-feeds-push-bank-transactions.md
  • Updated Markdown file: docs/integrations/bank-feeds/qbo-bank-feeds/qbo-bank-feeds-setup.md
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  • Updated Markdown file: docs/integrations/bank-feeds/sage-bank-feeds/sage-bank-feeds-use.md
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  • Updated Markdown file: docs/integrations/bank-feeds/xero-bank-feeds/xero-bank-feeds-partner.md
  • Updated Markdown file: docs/integrations/bank-feeds/xero-bank-feeds/xero-bank-feeds-push-bank-transactions.md
  • Updated Markdown file: docs/integrations/bank-feeds/xero-bank-feeds/xero-bank-feeds-setup.md
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  • Updated Markdown file: docs/integrations/banking/overview.md
  • Updated Markdown file: docs/integrations/banking/plaid/banking-plaid-setup.md
  • Updated Markdown file: docs/integrations/banking/plaid/banking-plaid.md
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