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General Settings

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QuickBooks Online (QBO)

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Customer Management

• Import customers directly into the system.
• Import workers from QuickBooks to maintain synced records.

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Invoice Configuration

• Customer invoices
  • Set invoice terms.
  • Enable payment-on-delivery terms.
  • Assign invoice product/service mapping.
• Worker bills
  • Configure standard bill terms.
  • Map to expense accounts.
  • Map to accounts payable.

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Connection Controls

• Disconnect or Reconnect your QuickBooks Online account at any time.

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Zoom

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Account Management

• Refresh accounts to update account information.
• Connect new Zoom accounts to the system.
• Set an account as default for scheduling.
• Rename accounts for easier identification.
• Refresh authentications to renew expired tokens.
• Delete accounts when no longer needed.