Financial snapshot
See open receivables and unpaid bills across every business.
This page pulls a live QuickBooks snapshot for each business so you can see current accounts receivable, bills owed, and the documents driving those totals before you dig into the accounting system.
Load the snapshot to see totals by business and review the open document lists.
Business summary
Daily open balances
| Business | A/R total | Open invoices | Bills owed | Open bills | Status | Report |
|---|---|---|---|---|---|---|
| Load financials to see business balances. | ||||||
Selected business
Profit and Loss
| Account | Total |
|---|---|
| Select a business to load the selected-range P&L. | |
Selected business
Accounts receivable
Accounts receivable
Load the snapshot to see open invoices.
| Invoice | Customer | Issued | Due | Total | Balance | QuickBooks | |
|---|---|---|---|---|---|---|---|
| Load financials to see open invoices. | |||||||
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Selected business
Bills owed
Bills owed
Load the snapshot to see unpaid bills.
| Bill | Vendor | Issued | Due | Total | Balance | QuickBooks | |
|---|---|---|---|---|---|---|---|
| Load financials to see unpaid bills. | |||||||
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