Sample data · practice only. All records are fictional. Saves and selected files stay in this page’s memory and reset when you leave or reload. Real stock, company records and integrations are never changed. Use sample files, not confidential documents.

Integrations · sample workspace

These are fictional connections. You can practice connecting, reviewing mappings, item sync and mailbox actions. No provider account is opened, no email is sent and no accounting record changes.

Each inventory item belongs to one company. Connect each company to its own QuickBooks company file. This setup checks connections; it does not send inventory or accounting transactions.

EcoSave

Sample connection not started

Simulate a connection to this fictional company. No Intuit sign-in or accounting changes.

Sunshine Solar

Sample connection not started

Simulate a connection to this fictional company. No Intuit sign-in or accounting changes.

Item links preview

Fictional equipment. No live data or accounting changes.

Confirmed saves: 0

Link Warehouse items · Sample company

Choose the same item in each app, then confirm the link. A matching SKU alone is not enough.

Searches the Warehouse items loaded for this company.

Linked items show their current QuickBooks purchase cost. This link does not certify an AHRI match or move stock. Landed costs require separate freight and expense records.

Account mappings · Fictional EcoSave

Approve defaults for new QuickBooks products. Existing products keep their accounting accounts.

Item exception, then exact category, then company default. Saving does not send anything to QuickBooks.

Saved mappings

    Review mapping

    Fictional EcoSave · Company default

    Sales income account
    Purchase expense / COGS account
    New product type
    Non-inventory product
    Rule status
    Inactive
    Items in this scope
    1 · More specific exceptions take priority.

    Existing QuickBooks products and stock quantities will not change.

    Sync item details to QuickBooks

    Fictional EcoSave · Review names, SKUs and descriptions before sending them. Stock quantities and prices stay unchanged.