What's new with Paragon - January 5, 2021

What's new with Paragon - January 5, 2021

QuickBooks customer and vendor names in list view

With our new ParagonSMB product, you can connect your QuickBooks Online account as soon as you sign up and be up and running in a matter of seconds. 

When you first connect to QuickBooks Online from within Paragon, the list view will now show both the auto-sequenced identifier and the customer or vendor name by default. This will make it even easier to identify and navigate between your customers.



Attributes needed for customer and product export will always show in the attribute panel

In ParagonSMB, if the automatic export switches are turned on in the integration screen, certain attributes are mandatory in order to export products and customers to QuickBooks Online. Now, these attributes are set to always show in the attribute panel by default so that you can easily determine what you need to fill out for successful export.



Bugs

Here's a list of bugs we've eliminated with this update:
  1. Various field mapping fixes were made for customers and vendors on import and export to QuickBooks Online.
  2. Payments created in Paragon from paid Shopify orders now get exported to QuickBooks Online as expected.
  3. Chat tool and help checklist still show after refreshing ParagonSMB or connecting an add on.
  4. Special characters are now allowed in the company name during a free trial signup.

The new features and eliminated bugs mentioned above are only applicable to ParagonSMB users.


    • Related Articles

    • What's new with Paragon - January 10, 2017

      Here’s what we've been working on to make ParagonERP work better for you. Print box labels directly from the boxing function We've also added the box labels report that allows you to print more than one box label at a time. Create a stock receipt ...
    • What's new with Paragon - January 3, 2017

      Here’s what we've been working on to make ParagonERP work better for you. Pack shipments right before you box them If you go to box a shipment, you'll now notice that there's a tab called shipment packing list. In this tab you can review all of the ...
    • What's new with Paragon - April 4, 2017

      Here’s what we've been working on to make ParagonERP work better for you. Additional transactions added to the activity panel Did you know that you can access transactions associated to a product within the product module itself? This is called the ...
    • What’s new with Paragon – January 22, 2018

      Here’s what we’ve been working on to make ParagonERP work better for you. Creating a credit note from a receipt You can now create a credit note directly from an existing receipt.  This is particularly useful to ensure that you credit your customer ...
    • What's new with Paragon - January 17, 2023

      Configure your transaction creation workflow Paragon’s flexibility allows you to create transactions from a variety of sources. For example, orders might go through both a picking and packing stage before being shipped. Other times, the hassle of ...