September 17, 2026

Invoices now include sales tax, addresses, payment terms, and discounts

Invoices and sales receipts created in Double — from Client Uploads, the quick-add menu, or Ask Double — now carry additional fields:

Sales tax, calculated for you.
Mark line items taxable or non-taxable (defaults come from the product's QBO tax category), and Double calculates the rate and total from the ship-to address using QBO's automated sales tax.
Bill-to and ship-to addresses
, with a one-click option to reuse bill-to as ship-to. Override the Ship From address on invoices and Location of Sale on sales receipts per transaction, too.
Payment terms.
Choose Net 30, Net 45, or any term configured in QBO, and the due date fills in automatically.
Discounts
. Apply a dollar or percentage discount to the whole invoice; tax is calculated on the post-discount amount.
Currently for QBO only.

Check out the video below to see it in action.

General improvements

See who consented to 1099 e-delivery.
The Prepare 1099s report now shows whether each vendor opted into electronic delivery when they submitted their W-9, so you know exactly who still needs a paper copy — plus a refreshed report UI.
Accrual schedules attach themselves to reconciliation tasks.
Turn on the new setting in Client Settings → Workflow → Account reconciliations, and when an account rec task tied to an accrual is marked Done, Double generates the schedule for that period and attaches it to the task — for every linked account, including accumulated depreciation and depreciation expense. Clients reviewing a close get the support without you exporting it by hand.
Create accruals from transactions with Ask Double.
Ask Double can now build an accrual directly from a ledger transaction in the New tab, linking the two so the transaction clears from your list.
Completion times in the task list.
The Completed at column now shows the time of day, not just the date.
Archive a loan, or delete it.
Loans with posted payments can be archived — past closes keep their tasks and schedule, future closes stop generating them, and auto-posting turns off. Delete remains available for loans with nothing posted yet.
Quick-add now supports creating multiple transactions at once.
A better default "Create a task" prompt in Ask Double
— it no longer sets high priority automatically and pre-fills the selected client.
Ask Double now filters client lists by status more reliably
when you ask for a list of clients.
More reliable new-client setup
, including fixes to setup, access, and onboarding.
Know when a long chat is costing you.
Ask Double now shows a banner when a single chat has run long enough that starting a new one would be cheaper.
Faster Reporting and Capacity Planning
on practices with large time-tracking volumes.

Bug fixes

Ask Double can once again read standard PDF uploads that were being reported as corrupted.
Clicking your user icon no longer opens Ask Double by mistake.
Uploading a fully depreciated fixed-asset schedule in Ask Double no longer triggers an unnecessary books-closed check.
Flux analysis now picks up section-level rows in report payee drilldowns.
Fixed an issue where the exclude list would load indefinitely when faster close was enabled.
Fixed Compare To loan balances not appearing int the account reconciliation section when faster close was enabled.
Fixed a bug that could let client setup be copied from a client the user didn't have access to.
Fixed an error that occurred when connecting to Sage Intacct.
Fixed an issue where accounts weren't showing up when creating a custom 1099 report after reconnecting to QuickBooks Online.
Fixed an issue causing the sales by customer report to fail to load for some QuickBooks Online connections.
Fixed the publish button getting stuck in a loading state when pushing reports to the client portal.
Fixed an issue where a failed optional setup step could leave a client's onboarding incomplete and prevent report creation.
Fixed a bug where practice default templates could overwrite workflows that had been explicitly copied to a new client.
Fixed a bug that could create duplicate clients when NetSuite onboarding ran more than once at the same time.
Fixed an issue where the bank feed account setup window wouldn't close.
Fixed an issue where viewing a journal entry in AI Transactions wasn't specific to the correct ledger.
Fixed task reordering for closing, tax, and firm tasks.
Fixed a missing "View comment" button in comment notification emails.
Fixed the Ask Double icon display in the add transaction window.
Fixed errors that could occur when deleting files.
Fixed an issue where certain fields in Client Details couldn't be edited.