Admin
System Configuration
Integrations
Every outside service the app talks to, set up in one place. Secrets are stored encrypted and never shown again once saved.
Mail
Where proposals, invoices, POs and hold notices go out — server-side, no Outlook.
- Transport
- …
- From identity
- …
- Reply-To
- The person who sent it
- Sender copy
- …
Open mail settingsTransport, credentials, follow-ups, test send.
QuickBooks Online
Invoices, credit memos and vendor bills are pushed after commit; payments made in QuickBooks come back by webhook or “Sync payments”.
…
Loading QuickBooks settings…
- Connected
- not yet — save the keys, then Connect
- Last sync
- never
QuickBooks GL account mapping
Vouchers post to QuickBooks as bills; each GL line needs the QuickBooks account it books to.