# Summer 2025 Updates: QuickBooks, Email Reminders, Magic Folder Links and more!

## post by vivienne on Aug 5, 2025

Hi everyone!

Sharing with you a highlight of the latest updates Copilot has made in our [Summer 2025](https://www.copilot.app/blog/summer-2025-edition) release, including:

#### New & Improved QuickBooks Integration

We’ve rebuilt the QuickBooks integration from the ground up. It’s still one-way (Copilot → QuickBooks), but now lets you map and automatically sync products, invoices, and clients from Copilot to QuickBooks.

Here’s what’s new:

- Map Copilot products directly to existing QuickBooks items. Don’t have a matching item in QuickBooks? We’ll auto-create one for you.
- Sync invoice statuses (paid, voided, deleted) directly with QuickBooks, with invoice numbers attached.
- Tax information is now synced with QuickBooks.
- Ability to download a CSV audit log of the sync history.
- Ability to use company names when syncing invoices billed to companies.
- Ability to sync absorbed fees to an automatically created Copilot Processing Fees expense account in QuickBooks.

Still using the old QuickBooks App? Follow [our migration guide](https://www.copilot.app/guide/quickbooks-app#upgrading-to-the-new-quickbooks-integration) to upgrade your experience.

#### Improved Client Billing Experience

Your clients now have a redesigned Billing page that brings together everything related to payments. They can easily add and manage payment methods, view active subscriptions, and see and pay invoices — all in one place.

#### Automated Reminder Emails

We’ve rolled out automated reminder emails across the platform to save you time and reduce manual chasing. Here’s what’s live now:

- **Form requests**: Reminders at 3 and 7 days after a form is assigned
- **Contract requests**: Reminders at 3 and 7 days after a contract is requested
- **Invoices & subscriptions** (except with auto-charge): Reminder 3 days before due date, on due date, and follow-ups 3 and 7 days after

#### Tasks App Performance Improvements

We’ve seen rapid adoption of the Tasks App, especially among larger businesses. We’ve now shipped major performance improvements — you’ll notice dramatically faster load times when opening the app and navigating around it. For example, loading a workspace with 100 clients and 10,000 tasks now takes 0.25s, down from 3.9s.

#### Smart File Links

In the Files App, you can now copy a link to a folder that takes your clients directly to the destination. We’ve made sure it works seamlessly:

- If magic links are enabled in your workspace and you’re copying a link from an individual Files Channel, the folder opens directly — no manual authentication needed.
- If the folder is ever moved within the Files Channel, the link still works. So don’t worry about reorganizing your folder structures.

#### Other Improvements

- On the Customizations page, you can now hide your portal on search engines.
- Improved the design and layout of Copilot Stores in different conditions (i.e. different numbers of subscriptions plans and one-off items).

#### Also a progress update on Multi-Company Clients:

We know this has been one of the most requested features and we apologize about the delays. After months of development, multi-company support is now in alpha with a few customers and almost ready for prime time.

If you’d like early access, you can apply to our [Launchpad program](https://copilotplatforms.typeform.com/to/ZkzwqZvl?typeform-source=www.copilot.app). Access will go out this week, and we expect the general availability release to be a few weeks later.

Thanks all! Feel free to share any feedback in the thread.