This is a live preview
Preview shown is a close representation of the application and may differ from the live experience. The actual dashboard includes additional features, refinements, and enhanced functionality.
Quick actions
Import Wizard
Upload a spreadsheet and post transactions straight into QuickBooks.
Export Wizard
Pull any date range of QuickBooks data out to Excel or CSV.
Chart of Accounts
Browse and search every account synced from your company file.
Connected Companies
Manage which QuickBooks companies are linked to your workspace.
Import History
Review every past import, with one-click revert on any batch.
Settings
Control matching rules, auto-create behavior, and defaults.
User Management
Invite your team and assign Admin, Manager, or Viewer roles.
Download Sample Template
Get a ready-made Excel template for any supported transaction type.
Account
Manage your profile, notification preferences, and subscription.