All Product Updates
Aug. 20, 2025

Default Folders and Tags for QBO & CompanyCam Files

Automatically organize files imported from QuickBooks Online and CompanyCam by assigning default folders and tags.
How it Works:
  • In your integration settings, select the job file folder where new files will be saved.
  • Choose a file tag to automatically apply to all imported files.
  • For clarity, consider using the source name (e.g., “QBO” or “CompanyCam”) as the folder or tag, or categorize by purpose (e.g., “Financials” or “Field”).
    • After saving your settings, all future files pulled from QBO or CompanyCam will follow your defaults.
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