💼 Product Update — 11/8/2025

Welcome to our weekly product update. Each week, we highlight Briefcase’s latest features and AI improvements designed to make bookkeeping and accounting workflows simpler and more efficient. Here’s what’s new.

Sales transactions for Quickbooks

A few weeks ago, we introduced sales transactions support for Xero clients. Today we launch the support Quickbooks clients too.

Briefcase now automatically detects and processes sales transactions:

1. Enable Sales Transactions in Business Settings → Sales Transactions.

2. Upload documents via web, email, or WhatsApp.

3. Our AI Agent sorts each upload into the right category and extracts product or category details.

You can publish sales transactions as a sales receipts and specify the account destination.

Keyboard shortcuts

We’ve expanded keyboard shortcuts to let you control all common functions in Briefcase, making it faster to navigate and work.

Press ? at any time to see the full list.

Mutliple attachments per transaction

You can now add additional attachments for a given transaction by clicking + Add button in attachments section. On publish, all attachments will be sent to underlying Xero or Quickbooks account.

That’s all for this week. Have any questions, ideas or feedback? Hit reply to this email and let us know.