For the complete documentation index, see llms.txt. This page is also available as Markdown.

Accounting

Connect your accounting system, choose account mappings, and understand what syncs from Essential.

Accounting setup lives in Settings > Invoicing. The Accounting section is available to users who can set up integrations and whose business has invoicing enabled.

QuickBooks Online and QuickBooks Desktop are the standard in-app accounting connections. NetSuite and Sage Intacct can also be set up for customers whose accounting team needs those providers; if they are not visible in Settings, contact Essential to enable and configure them.

Common tasks

All guides

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