Financials
What your clients paid and owe, from your own books, and your suite subscription, in one place.
QuickBooks and Stripe are added together. If Stripe pays into your QuickBooks, a payment counts twice: turn one of them off above.
All years: the tiles, the chart, profit and loss and the vendors are for one year. Choose a year to see them.
Expenses by category
From your QuickBooks expense accounts.
Transactions
All payments, invoices and related activity.
For your records and your tax preparer, not a tax form or tax advice.
Profit and loss
For your records and your tax preparer, not a tax form or tax advice.
Receivables aging
For your records and your tax preparer, not a tax form or tax advice.
Vendors and recurring costs
Vendors paid
For your records and your tax preparer, not a tax form or tax advice.
Accounts and balances
For your records and your tax preparer, not a tax form or tax advice.
Income by client
For your records and your tax preparer, not a tax form or tax advice.
Unmatched customers
Customers in your books with invoices or payments this year that match no client. Pick the client once: the link is kept in that client's file and its figures follow.
For your records and your tax preparer, not a tax form or tax advice.
Your subscription
Year-end statement
A one-page statement of what you paid for the suite in a calendar year, for your records and your tax preparer.
For your records and your tax preparer, not a tax form or tax advice.