QBO
Bookkeeping Dashboard
10 clients connected · v3.2.0
INTERNAL VIEW
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10
Clients
0
Errors
14
Warnings
$1,362,220
Total AR
$620,329
Total AP
…
Last Updated
Auto-refresh in
60:00
C
Schumacher
3 Warnings
›
AR Open
$106,510
26 invoices
AP Open
$58,719
82 bills
Revenue YTD
$1,456,528
Net Income
$377,042
Eng Setup
May 2026
1/12
Pre-Close
May 2026
5/49
C
OBMSA
4 Warnings
›
AR Open
$10,000
4 invoices
AP Open
$0
0 bills
Revenue YTD
$130,340
Net Income
$26,682
Eng Setup
May 2026
2/12
Pre-Close
May 2026
0/28
C
Brick LLC
4 Warnings
›
AR Open
$19,993
2 invoices
AP Open
$94,542
4 bills
Revenue YTD
$21,206,309
Net Income
$4,069,973
Eng Setup
May 2026
2/12
Pre-Close
May 2026
2/27
D
Rivers Safety
3 Warnings
›
AR Open
$1,225,718
237 invoices
AP Open
$467,068
315 bills
Revenue YTD
$3,342,210
Net Income
-$122,147
Eng Setup
May 2026
0/12
Pre-Close
May 2026
0/69
A
Bild Devlopment LLC
Clean
›
AR Open
$0
0 invoices
AP Open
$0
0 bills
Revenue YTD
$0
Net Income
$0
Eng Setup
May 2026
0/12
Pre-Close
May 2026
0/26
A
Pacific Coast Pools
Clean
›
AR Open
$0
0 invoices
AP Open
$0
0 bills
Revenue YTD
$0
Net Income
$0
Eng Setup
May 2026
0/12
Pre-Close
May 2026
0/29
A
Roam Energy
Xero
Clean
›
AR Open
$0
0 invoices
AP Open
$0
0 bills
Revenue YTD
$0
Net Income
$0
Eng Setup
May 2026
0/12
Pre-Close
May 2026
0/8
Grate Fireplace
Manual
›
Striven
Bookkeeping Only
Financial data not available — task management only
Eng Setup
May 2026
0/12
Pre-Close
May 2026
0/26
The Locksmith Co
Manual
›
Xero
Bookkeeping Only
Financial data not available — task management only
Eng Setup
May 2026
0/12
Pre-Close
May 2026
0/26
Fireplace Service & Repair Of Lake Tahoe
Manual
›
Striven
Bookkeeping Only
Financial data not available — task management only
Eng Setup
May 2026
0/12
Pre-Close
May 2026
0/26
📅 Due This Week
View Calendar →
Schumacher
s3
OVERDUE — 2026-05-28
Schumacher
s1
OVERDUE — 2026-05-29
Schumacher
s2
OVERDUE — 2026-05-29
Schumacher
s4
OVERDUE — 2026-05-30
Schumacher
s5
2026-06-01
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Client Name *
Accounting Software
QuickBooks Online
Xero
Striven
Other
Billing Tier
Bookkeeping Only
Controller
CFO
Assigned Team Member
Matt
Jack
Tom
Kristin
Stanfox
Contact Name
Contact Email
QuickBooks Online:
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Xero:
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