Implementation handbook: office and money setup

Cost codes and catalog

1. Import or type your cost codes (match QuickBooks items if you use it).
2. Add common items with unit costs to the catalog.

Connect accounts

1. Settings → Integrations → payments to accept card and bank payments on invoices.
2. QuickBooks Online (Whole Job): connect, map accounts, run the first sync and review anything flagged.

Your monthly rhythm

• Weekly: approve bills and timesheets.
• Monthly: progress invoices from each job's schedule of values.
• Schedule a monthly custom report — invoices with a balance, grouped by project — to the owner.
• Review Budget vs. actual per job and update forecasts.