This panel is where you connect PSS to QuickBooks Online and decide how clients, catalog items, invoices and payments flow between the two systems. It is fully documented in Section 4; in short, once connected it shows four areas:
- Clients — how many clients are linked, plus Import Clients from QBO, Manage Client Connections and Sync Tax Rates.
- Invoices — how many invoices are linked, plus Import Catalog Items from QBO, Manage Catalog Connections, Send PSS Invoices to QBO and Update PSS Invoices with QBO Payments.
- Catalog — what PSS does when a catalog item is added or updated in QBO.
- Configuration — departments, automatic payment sync, who sends invoices, client and invoice sync behavior, and the default tax agency, tax code, deposit account and transaction fee account.
PSS returns you to this panel automatically after the QuickBooks authorization step, and opens it when you follow a QuickBooks link from elsewhere in the app.