Your SideQuest setup, six steps.

Check each step off as you finish it. Your progress saves in this browser, so closing the tab and coming back later picks up where you left off.

• Read the welcome kit

  5 min · what happens in the next 48 hours

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  The welcome kit explains the 48-hour onboarding rhythm, the email you'll receive, and the things to have handy before you click any setup link.

  Open the welcome kit →
• Connect QuickBooks Online

  3 min · OAuth, item list + Sales Order scopes

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  You sign in as your QuickBooks admin and grant SideQuest read access to your item list, customer list, and price list, plus read/write on Sales Orders. We don't request anything else.

  This button is a placeholder. In the live product it kicks off the OAuth handshake with Intuit. For now, walk through the steps in the quick-start guide.

  Open setup steps →
• Connect Gmail

  2 min · OAuth, read labeled emails + send confirmations

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  SideQuest asks for read access to emails carrying the "purchase-orders" label (or whatever label you choose) and send access so it can auto-reply to your customers with the confirmation number. We never read emails without your chosen label.

  Open setup steps →
• Upload your cross-reference list

  15 min one-time · the single biggest match-quality lever

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  A CSV with two columns: customer_part and qb_sku. Maps your customers' weird part numbers to your QB SKUs. SideQuest remembers forever. Most distributors upload 100-300 mappings on Day 1 and immediately see Day-1 match rate jump from 85% to 99%.

  If you skip this step, SideQuest still works. It just asks you to confirm matches on the first few orders from each customer until it learns.

  See the format →
• Run a test PO

  5 min · dry-run mode, nothing commits to QB

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  Forward a real PO email from a recent customer to the test address. SideQuest parses it, matches every line, flags variances, shows you the would-be draft. Nothing gets written to QuickBooks. Adjust your cross-references if anything looks wrong, then try again.

  See what the output looks like →
• Process your first live PO

  1 min · tag with "purchase-orders", approve in QB

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  Take the next real PO. Add the purchase-orders Gmail label. Within 30 seconds you'll see a draft Sales Order in QuickBooks with every line matched and any flags marked. Review. Approve. SideQuest auto-replies to the customer with the confirmation number.

  That's the whole loop. From here it runs itself.

  Open the live-run steps →

Where to go from here