Optimal Research Sites, LLC • ORS Finance Reconciliation
Build Path

Setup path

This page summarizes the production rollout path for the ORS finance reconciliation app and its QuickBooks integration.

Phase 1

Use this site for review

Keep the public app pages live here for QuickBooks production review, legal/trust references, support contact, and integration routing.

Phase 2

Operate on the finance domain

The production review domain is optimalresearchfinance.com. It is separate from the main ORS website and dedicated to finance reconciliation workflows.

Phase 3

Enable live accounting pulls

After approval, authorized users can connect QuickBooks Online accounting data for invoices, payments, credits, customers, and receivables reporting.

Current production details

  • Company: Optimal Research Sites, LLC
  • Address: 2541 S Volusia Ave, Suite 100, Orange City, FL 32763
  • Host domain: optimalresearchfinance.com
  • Support: ccopeland@optimalresearchsites.net

Finance operations scope

  • CTA files by study
  • Final Looker report fields
  • QuickBooks production accounting approval
  • Portal export patterns and matching rules