Configuration

Related documentation for configuring ProjectHound.

Back to Home Guide

Configuration Home Screen

Configuration is the setup hub for company settings,categories, templates, vendors, customers, and QuickBooks account mapping.

Core Sections

• Company Settings
• Categories
• Project Templates
• Vendors
• Customers
• QuickBooks Accounts (when connected)

Menu Highlights

• Import/Export Configuration Data
• Import/Export Vendors (only when QuickBooks is not connected)
• Import Customers from CSV (only when QuickBooks is not connected)
• QuickBooks sync options when connected (company info, vendors, customers, accounts)

Related Documentation

• Cost Item CSV Import
• Vendor CSV Import/Export