Setting Up Your Account

Getting started with Missing Toolkit: Templates takes just a few minutes.

Create your account

1. Visit the registration page and enter your name, email, and password
2. A team is automatically created for you — this is your workspace
3. You'll be taken to the dashboard

Connect a data source

Before you can generate documents, you need to connect at least one data source.

1. Click Team in the sidebar (visible to team owners)
2. Go to the Integrations tab
3. Click Connect to QuickBooks (or your preferred data source)
4. Follow the OAuth authorization flow
5. Once connected, you'll see a "Connected" badge with your company name

Configure your preferences

Under Team > Settings, you can:

• Team name — Update your team's display name
• Date format — Choose how dates appear in generated documents (e.g., MM/DD/YYYY, Month DD, YYYY)

The date format you select applies to all date fields in every document your team generates.