Everyday Money

Today’s business picture

See what is coming in, going out, and waiting on you. Detailed accounting is there when you need it—not where you have to start.

Money available—

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Customers owe (A/R)—

Open customer balancesAccounts receivable aging

Bills you owe (A/P)—

Open bills to payAccounts payable aging

What needs your attention

Open an item only when a decision is needed.

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Common money tasks

Use everyday language here; the detailed books stay one level deeper.

point_of_sale See money coming inCustomer balances beside sales still waiting for reviewPosted customer balances beside unposted sales evidence Open receipt_long Review billsBills and payment preparation waiting to be handled Open account_balance Check bank activityMatch what cleared the bank to your records Open query_stats See how the business is doingIncome, spending, and the full source report Open

Safe summary: This view does not approve or post accounting records, move money, file taxes, or write to QuickBooks.

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