CANOPY digital ยท Software

Business systems

QuickBooks operations QBO Mail Dashboard

A small SvelteKit admin dashboard that connects to QuickBooks Online, syncs customer and vendor email contacts, and hands controlled mail requests to a PHP endpoint.

Internal admin dashboard QBO Mail Dashboard Ready surface

Problem

Operations teams using QuickBooks need a controlled way to sync customer and vendor contacts before an owner-managed communication handoff.

Impact

Less spreadsheet handling, cleaner contact exports, and a practical bridge between accounting data and reviewed mail infrastructure.

Context

A deliberately small internal admin tool; the saleable lane is consulting/productized ops workflow, not public SaaS yet.

What it includes

  • QuickBooks Online OAuth 2.0 connection
  • Customer and vendor email sync
  • PHP endpoint mail handoff with export/import backups
  • Auth, tenancy, consent, and audit logging marked as public-release blockers

Technical shape

SvelteKitQuickBooks OnlinePHP

Internal admin dashboard