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Overview

Units represent individual locations or entities in your organization. Connect integrations, manage files, and use unit data in Reports, Benchmarks, and Scorecards.

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Connect integrations

For the most value, connect QuickBooks, Banking, and POS per unit.
1

Open Integrations

Go to Settings > Integrations.
2

Connect QuickBooks

Authorize the unit’s QuickBooks company.
3

Optional: Banking/POS

Link banking via Plaid and POS (e.g., Square) to enrich reports.
Notes:
  • Financial reports work with QuickBooks alone; banking/POS add cash and sales context
  • Monitor sync status in the Financials area

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Files and pages

Each unit can have file folders and Doc Editor pages. Use Files to organize contracts, SOPs, or audits.

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Forms

Publish forms for unit submissions (e.g., onboarding checklists). See Forms for builder details.

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Access

Grant access to specific units for users and organizations. Folder-level sharing inherits to subfolders and files. If users can’t see a file, verify both unit access and folder sharing.