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QuickBooks Online (QBO)

Customer Management

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

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.

Connection Controls

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