Accounting is the money: what came in, what went out, what you are owed, what you owe, and what it all adds up to.
Unlike most areas, Accounting is a set of pages rather than tabs, because there is more here than a tab strip can hold.
Where the numbers come from
Every source feeds one place. Your bank, your accounting software, your field service system, card processing and anything you upload all land in the same ledger, and each entry keeps a record of where it came from.
Where two sources describe the same event — a payment in your books and the bank line for it — they are counted once, with the bank treated as the authority on cash. Where they genuinely disagree, the difference is shown rather than averaged away.
Reports are built from that ledger. See the unified ledger.
The main pages
Income and Expenses — money in and money out.
Money owed and Debts — what customers owe you and what you owe others.
Transactions — every individual movement.
Reconciliation — confirming the bank and the books agree.
Balance sheet and Worth — what the business owns and owes.
Reports — profit and loss, cash flow, and the rest.
Chart of accounts — the categories everything is filed under.
Customers, Vendors, People — who the money moves between.
Jobs and Job margins — profitability per job rather than per month.
Accounts, Sources, Connect — the connected banks and accounting systems.
Recurring — what repeats.
Tax filing and Packages — what your accountant needs.
Action plan — what to do about any of it.