QuickBooks mappings
Review account mappings used by financial dashboards, budget comparisons, and instruction exports.
Open QBO mappingsSettings
Workspace settings
Manage configuration that supports the board meeting cycle. More tenant, board, and export settings can live here as the workflow expands.
Cost category accounts
Edit category defaults, active status, and QuickBooks account references used by cost reporting.
Review accountsTenant and board settings
Reserved for association profile, board preferences, and meeting-cycle defaults.
PlannedExport settings
Reserved for instruction defaults, report naming, and publishing preferences.
Planned