Accounting — P&L, balance sheet, journal
Open Accounting
Sidebar → Accounting. This is a richer set of books than the Reports page — full financial statements, journal entries, and a chart of accounts. Owner and office only.
Financial snapshot
Top of the page: revenue, expenses, net, AR outstanding, cash on hand (if QBO is connected). Date range selectable.
Reports
P&L, Balance Sheet, and Cash Flow statements generate from your invoices, payments, and expense entries. They export for your accountant.
Expenses
Track expenses by category (Chemicals, Fuel, Vehicle, Payroll, etc.). Upload receipts. Each expense auto-generates a journal entry mapped to the right account number.
QuickBooks sync
If QBO is connected, invoices, payments, and expenses sync bidirectionally. If not, everything still works — DeweyIQ is your source of truth and you can export to an accountant manually.
We're here.
Ask Dewey in plain English, or tell us what feature you wish existed.
