14. Integrations (Pro)¶

Connect Remnant Finder with your existing business tools.

Note: Integrations require an active Pro subscription.

14.1 QuickBooks¶

Sync your Remnant Finder data with QuickBooks Online for streamlined accounting.

Connecting QuickBooks¶

Go to Settings > Integrations.
Find QuickBooks and tap Connect.
Sign in to your QuickBooks Online account.
Authorize Remnant Finder to access your QuickBooks data.
Configure sync preferences (see below).

Sync Configuration¶

Setting	Description
Auto-Sync Invoices	Automatically create invoices in QuickBooks when you create them in Remnant Finder
Sync Clients	Keep client records in sync between both platforms
Sync Payments	Record payment updates in both systems
Default Income Account	QuickBooks account to use for revenue entries
Default Tax Rate	Map your Remnant Finder tax rate to a QuickBooks tax code

What Gets Synced¶

Data	Remnant Finder → QuickBooks	QuickBooks → Remnant Finder
Clients	Yes	Yes
Invoices	Yes	--
Estimates/Quotes	Yes	--
Payments	Yes	Yes
Products/Services	Yes	Yes
Suppliers/Vendors	Yes	Yes

Quote → Estimate → Invoice Flow¶

When you send a quote from Remnant Finder:

The quote is exported to QuickBooks as an Estimate.
When the client accepts the quote, the Estimate is automatically converted to a QuickBooks Invoice.
Payment recording syncs between both systems.

Tax Mapping¶

Map your Remnant Finder tax rates to QuickBooks tax codes:

Go to Settings > Integrations > QuickBooks > Tax Mapping.
Match each Remnant Finder tax rate to the corresponding QuickBooks tax code.
Tap Save.

Sync History¶

View the history of all sync operations:

Go to Settings > Integrations > QuickBooks > Sync History.
Review successful syncs, pending items, and any failed exports.
Retry failed exports by tapping Retry.

QuickBooks Payments¶

Pro Feature

QuickBooks Payments integration requires a Pro subscription and an active QuickBooks Payments account.

Accept credit card and ACH/bank debit payments directly through QuickBooks Payments:

Go to Settings > Integrations > QuickBooks > Payments.
Enable QuickBooks Payments.
When sending an invoice, clients receive a payment link.
Payments are automatically recorded in both Remnant Finder and QuickBooks.

Disconnecting¶

Go to Settings > Integrations > QuickBooks.
Tap Disconnect.
Existing synced data remains in both systems but stops updating.

14.2 Client Portal¶

Pro Feature

The Client Portal requires an active Pro subscription.

Give your clients a dedicated online portal to view projects, approve quotes, pay invoices, and communicate with your team — all under your company's brand and subdomain.

Enabling the Client Portal¶

Go to Settings > Company > Portal Settings.
Enable the Client Portal.
Choose your portal subdomain (e.g., yourcompany.remnantfinderapp.com).
Customize the portal appearance (logo, colors).
Tap Save.

What Clients Can Do¶

Once the portal is enabled, your clients can:

Feature	Description
Dashboard	Overview of their projects, quotes, and invoices
View Projects	See project status, timeline, and progress
Approve/Reject Quotes	Review and respond to quotes directly
View Invoices	Access invoice details and payment history
Make Payments	Pay invoices online (if payment methods are configured)
Send Messages	Chat with your team about projects
Download Files	Access shared project files and documents

Client Authentication¶

Clients can access the portal through:

Magic Link — A secure, passwordless login link sent via email
Google Sign-In — Sign in with their Google account
Apple Sign-In — Sign in with their Apple ID
Password — Set a password for traditional login

Inviting Clients¶

When you send a quote or invoice, clients automatically receive a link to the portal. You can also invite clients manually:

Open a client's profile.
Tap Send Portal Access.
The client receives an email with a magic link to access the portal.

Portal Branding¶

The portal uses your company's logo, name, and brand colors for a professional, white-labeled experience.

Display your available stone pieces on your own website using an embeddable widget:

Go to Settings > Integrations > Website Widget.
Copy the embed code provided.
Paste the code into your website's HTML.

Displays your available pieces with photos, dimensions, and pricing.
Visitors can browse, filter, and view piece details.
View and click tracking — See how many visitors view and interact with your listed pieces.
Automatically updates when you add, edit, or sell pieces.

Analytics¶

Track widget performance in Analytics > Piece Performance to see:

Views from your website vs. the marketplace
Click-through rates
Which pieces generate the most interest from your website traffic

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