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Company Files

One row per QuickBooks company file. Each row shows:

  • the file label,
  • its DUNS, with a copy button,
  • connection status,
  • time since last sync (hover for the exact UTC time),
  • invoices processed this billing cycle,
  • the action button described in Configuring a company file.

Filter with the status chips across the top, search by label or DUNS, sort any column, and page through long lists. Refresh re-reads status without running a sync.

Connection statuses​

StatusMeaning
ReadyQuickBooks reachable; invoices flow on schedule
PendingNot yet connected
OfflineQuickBooks not reachable right now; resumes automatically
Action neededNeeds a reconnect or support. See Connection problems

Select a row to open the company file detail.