Accountant
Back Office
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Accountant.

A/R, Payments, Vendor Bills & QuickBooks Exports

Dashboard

Real-time snapshot of receivables, payments, and bills
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W
Work Orders
Ready to Invoice + Awaiting Payment — billing pipeline
I
Invoices
Create, send, track customer invoices
$
Payments & Payouts
Stripe reconciliation and payouts
P
Purchase Orders
Review & create POs — what vendors billed us
A
A/R Aging
See who owes what, bucketed by age
Q
QuickBooks Export
Download CSVs to import into QB

Work Orders — Billing Pipeline

Closed = QA released, ready to invoice · Awaiting Payment = invoice sent · Paid = closed + paid
Ready to Invoice
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QA released, no invoice yet
Awaiting Payment
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Paid (last 30d)
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closed + paid
Total Open Revenue
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unpaid across pipeline
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Customer Invoices

Create, send, track customer invoices
Total
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invoices on file
Outstanding
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Paid
—
invoices marked paid
Revenue
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from paid invoices
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Payments & Reconciliation

Every charge · every payout · every fee — matched to the bank
Gross (30d)
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before fees
Fees (30d)
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stripe processing
Net (30d)
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deposited to bank
To Reconcile
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payouts unchecked
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Purchase Orders

Every PO we've cut — vendor bills tracked here
Open full PO screen →
Total
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POs on file
Open
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Draft
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not yet sent
Committed
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total $ across POs
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A/R Aging

Unpaid invoices grouped by days outstanding
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QuickBooks CSV Export

Download filtered CSVs for QuickBooks Online import

Pick the data type and a date range, then download. Each CSV matches a QuickBooks Online import template: Invoices → Sales > Import Invoices; Payments → reconcile against the Undeposited Funds account; Bills → Expenses > Enter Bills.