Help Center/Integrations

Integrations

Connecting QuickBooks

Connect under Settings → Integrations → QuickBooks. Paid invoices, fees and payouts sync nightly as journal entries mapped to accounts you choose once. continue reading

Calendar sync for scheduled jobs

Documents with a scheduled date — work orders, visits — can publish to Google Calendar or Outlook. The event links back to the paper. continue reading

Exporting your data

Settings → Export produces every document as PDF and every table — clients, rates, payments — as CSV. Exports are yours; there is no lock-in by inconvenience. continue reading

Zapier and webhooks

The Zapier app fires on document sent, signed and paid, and can create documents from a trigger. Prefer raw webhooks? Register any URL under Settings → Developer. continue reading

API keys and rate limits

Create keys under Settings → Developer. The REST API covers documents, clients, rates and payments; keys are scoped read or read-write. continue reading