Settings & Sync

QB Portal syncs six data types from your QuickBooks account:

• Customers — names, emails, balances, addresses
• Products — items, descriptions, prices, categories, parent/child hierarchy
• Invoices — all open and paid invoices with line items
• Payments — all payments received, linked to their invoice
• Credit memos — remaining credit balances per customer
• Tax codes — your QB tax rates available on orders

Sync happens via webhooks — changes in QB appear in your portal within seconds. You can also trigger a manual sync from the Sync page.

The order edit window is a configurable time limit (set in Settings) during which a customer can still modify their order after placing it. Once the window closes, the order is locked and can only be edited by a business owner. This prevents last-minute changes that conflict with your fulfilment process.

The three dashboard widgets give you an at-a-glance view of today's activity:

• Today's orders — number of new orders placed today
• Needs action — orders confirmed but not yet assigned to a driver
• Revenue this month — total value of invoices created in the current calendar month, pulled from QuickBooks