Settings
Company setup, catalog, taxes, team, and shop preferences
Suggestions
Invite Team
Add employees and assign Admin, Sales, Production, or View-only roles.
Open Team →Set up Product Pricing
Add catalog products so they appear in the quote line Product dropdown.
Open Products →Pricing Sheet
Bulk-edit wholesale, markup, and retail in a live Matrix / Products spreadsheet.
Open Pricing Sheet →Create tax rates
Add the rates you charge. New Quote lists only the rates you create.
Open Taxes →Connect Accounting
Manage QuickBooks Desktop, terms, payment methods, and account mapping.
Open Accounting →Payment Gateway
Connect a provider for secure credit card, ACH, and terminal payments.
Open Payment Gateway →Help
Getting started
Set Account, add Products, add Taxes, then invite your Team.
Help Center
Guides for quotes, invoices, and team roles. Coming soon.