Actions
Setup requiredUse the QuickBooks connect flow once per environment, then return to the dashboard and trigger a refresh.
Readiness
Environment checks
4/6- Database connectionRequired
- Finance encryption keyConfigured
- QuickBooks client idConfigured
- QuickBooks client secretConfigured
- Cron secretConfigured
- QuickBooks redirect overrideOptional
QuickBooks connection
Not connectedCompany idQuickBooks realm/company binding
Not connectedRealm idReturned by Intuit during OAuth
Not connectedLast updatedMost recent token persistence time
Not availableLatest sync
Never runMessageMost recent sync state
No sync has run yet.StartedAmerica/Chicago
Not availableFinishedAmerica/Chicago
Not availableNotes
- The app is still operating in staged/local-file mode until DATABASE_URL is configured.
- DSO and Projections still relies on the existing staged pipeline outputs.
- Scenario Override falls back to browser-local storage until the finance database is configured.