Quentl

Settings

Theme, global assumptions, and shortcuts to catalog and burn inputs.

Data entry

Accounting connections

Connect Xero or QuickBooks Online to pull accrual (invoice totals by invoice date) and cash (customer payments by payment date) into Quentl. Configure client IDs and APP_BASE_URL in server env; redirect URLs must match your OAuth apps.

Xero callback:
QuickBooks callback:

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Connect Xero Connect QuickBooks

Actuals legend

    Month Basis Total

    Recent synced lines

    Link a row to a pipeline lead by ID (from Sales planner after adding the lead). Auto-linking: map a provider contact ID once below.

    ID Date Basis Amt Contact Lead

    Link line → lead

    Map contact → lead (auto on sync)

    Global assumptions

    Planning defaults (tax, discount rate, starting cash). Persisted in this browser until wired to the API.