G and D East Bay Holdings, Inc.

Real receipt and job evidence from verified account exports.

These are saved source exports. Loading this view does not contact a provider. Receipt and job totals support review and matching; they are not new ledger entries or bank movements.

Refresh Pipeline from an export

Pipeline uses export/import because Salesforce API access is not available to this integration. Export QB Revenue Reconciliation as Details Only → CSV → UTF-8, then validate and save it here. Review the report date filters before exporting; this report omits split payments.

Pipeline CSV

Automatic connection status

Dext: direct receipt API access is pending vendor confirmation. Its existing QuickBooks publisher remains connected; the app needs QuickBooks OAuth to read those published entries automatically.

Pipeline: export/import is the active path. A Salesforce report API adapter is prepared for future approved access; no API poller is running.

Loading saved source exports…

Prospr — reporting access pending

The current login is a Team Member. Ben’s own attendance is accessible; team reporting requires the manager/admin access you’re arranging.