Excelsus IQ

Main Menu

Section

Overview

Start from the dashboard or jump straight into the most common create flows.

Section

Customers

Keep accounts, contacts, and customer records easy to reach without stretching the menu.

Section

Sales / Quotes

Quote intake, estimating, product templates, and CRM work stay together.

Section

Orders / Production

Orders, scheduling, time capture, quality, and shop-floor control stay together in one operational section.

Section

Purchasing / Inventory

Material demand, purchase orders, receiving, and inventory controls.

Section

Finance / Reports

Analytics and accounting views are split into short groups so the list does not turn into one long column.

Section

Settings

Administrative setup is grouped by company, shop controls, and system tools so it stays discoverable.

Workspace

Operations Dashboard

Quick Start

New Customer New Quote New Order New Purchase Order

Accounts

Customer List New Customer

Quoting

Quotes Quote Intake Request Intake Review Queue New Quote Product Catalog

CRM

CRM Dashboard Accounts Contacts Activities Follow-Ups Pipeline Quote Requests Rep Scorecard

Orders

Orders New Order

Scheduling

Production Board Workstation Calendar Resource Queues Production Meeting My Tasks Order Pull

Time Tracking

Tracking Dashboard My Time Time Reports Estimated vs Actual

Quality

NCRs

Purchasing

Purchase Orders Receiving New Purchase Order Material Requirements

Inventory

Inventory Dashboard Material Stock Stock Alerts Alerts

Analytics

Reports Center Standard Reports Report Builder Dashboards Invoice Reports Accounting Reports

Accounting

Accounting Dashboard Financials A/R Aging Revenue Job Profitability Commissions Cash Score

Workspace

Settings Home Manual Home Modules

Company

Company Info Team Members

Shop Controls

Catalog Settings Shop Hours Schedule Settings Tax Rates

Sandbox Administrator

Owner

Excelsus Solutions

Appearance

Settings / Accounting / Integrations / QuickBooks Online

QuickBooks Online Integration

Configure OAuth credentials, sync cadence, field protections, and entity mapping for this provider.

Status

Connection

QuickBooks Online

No organization connected yet.

disconnected Connect QuickBooks Online

Environment

Sync Frequency (minutes)

Used by scheduled and CLI-driven sync runs.

OAuth Client ID

OAuth Client Secret

Leave blank to keep the stored secret unchanged.

Token Storage

OAuth secrets and tokens are stored encrypted in Postgres using `pgcrypto`.

Enable scheduled sync

Enabled Entities

Customer Invoice Payment Invoice Status

Source Of Truth By Entity

Customers Source Of Truth

Invoices Source Of Truth

Payments Source Of Truth

Invoice Status Source Of Truth

Field Overwrite Protection

JSON object keyed by entity. Example: {"customer": ["account_code"]}.

Entity Mapping

Optional JSON for provider-specific item/tax/entity mapping.

Tax Handling

Optional JSON for tax code behavior and fallback rules.

Account Mapping

Optional JSON for income, receivables, payment, and COGS account mapping.

Class / Location Mapping

Optional JSON for QBO class/location or other provider dimensions.

Notifications