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
Sunshine Solar
Sample connection not started
Item links preview
Fictional equipment. No live data or accounting changes.
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
Sync item details to QuickBooks
Fictional EcoSave · Review names, SKUs and descriptions before sending them. Stock quantities and prices stay unchanged.