Configure Integrations And Firm Admin
Manage integrations, QuickBooks sync, firm members, email automations, billing, audit logs, and high-impact settings.
Integrations Hub
Use the integrations area when you need to request a client connection, connect an available integration, or inspect source-system status. Each integration should have a clear state: connected, requested, blocked, stale, unavailable, or not needed.
Request Client Connections
Use Request Client when the client must authorize a bank, QuickBooks, or app connection. Keep the request specific so the client knows which system to connect.
QuickBooks Online And Desktop
Use QuickBooks Online screens to review sync state and live data. Use QuickBooks Desktop sync screens to refresh diffs, inspect queued actions, and post approved changes back to QuickBooks Desktop.
Plaid Bank Connections
Use Plaid connection screens to review linked institutions, account status, sync state, and stale or broken connections.
Client Information And Accounting Setup
Use client settings to update client details, chart of accounts, classes, locations, assignments, and access. Make the smallest safe change and return to the workflow that required it.
Firm Members And Email Automations
Use firm Settings to invite members, manage roles, set client access, connect or disconnect Gmail sync, edit email templates, preview messages, insert variables, and save or reset templates.
Firm Profile And Billing
Use firm profile and billing settings when firm identity, portal branding, subscription status, client usage, invoice history, or plan details need review.
Audit Logs And Danger Zone
Use audit logs to understand who changed what and when. Use danger-zone actions only when the impact is understood and the firm intends to make a high-impact or destructive change.
Recommended Order
Confirm the connection or setting needed -> make the smallest safe change -> refresh status or inspect logs -> return to the operating workflow.