Use this section when you need to manage connected systems, team access, firm settings, email automations, audit logs, or high-impact client settings.
Start With The Screen You Need
Integrations
Use this area when you need to request a client connection, connect an available integration, or inspect source-system status.
QuickBooks Desktop Sync
Use this area when you need to refresh the sync diff or queue a post-back to QuickBooks Desktop.
Firm Members And Automations
Use this area when you need to invite users, manage member access, sync Gmail, or edit automated email templates.
Firm Profile And Billing
Use this area when firm identity, portal branding, subscription status, client usage, or invoice history needs review.
Sensitive Client Settings
Use this area when assigned owners, audit history, or destructive client settings need review.
Open The Detailed Page
Open The Integrations HubRequest A Client IntegrationConnect QuickBooks, Banks, And AppsReview QuickBooks Online SyncReview Plaid Bank ConnectionsReview QuickBooks Desktop SyncUpdate Client InformationManage The Chart Of AccountsManage Classes And LocationsManage Firm MembersConfigure Email AutomationsManage Firm Members And Email AutomationsUpdate Firm Profile And BillingSet Client AssignmentsReview Audit LogsUse Danger Zone CarefullyManage VendorsManage CustomersRecommended Order
Confirm the setting or connection you need, make the smallest safe change, refresh or inspect logs, then return to the operating workflow.
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