BetterWayIQ QBO
  • Dashboard
    • Board
    • CPA cleanup12
    • Cashflow
    • Overview
    • Budget
    • Vendors
    • Expenses
    • Credit cards
    • Banks
    • Payroll
  • Settings
    • Account mapping
    • Integrations
  • DemoAn Islamic Center

Dashboard

Financial overview

Key financial indicators alongside the most recent general-ledger activity.

Revenue YTD
-6.2%
$1,284,350
All revenue accounts
Cost of services YTD
-9.7%
$418,200
Cash position
+1.4%
$714,700
3 bank accounts
Credit card balance
$18,400
Open A/P
$20,000
Payroll YTD
$234,000

Net surplus trend

Monthly revenue minus expenses · 12-month trailing

  • Net surplus

Recent transactions

Most recent general-ledger activity across all accounts

DateDescriptionAccountAmount
Apr 22, 2026Monthly utilities payment
AdminG&A — Utilities
−$2,840
Apr 20, 2026Venue rental — client event
MarketingSales & Marketing — Events
+$4,200
Apr 19, 2026Project materials — direct labor
ProgramCost of Services — Direct Labor
−$1,650
Apr 18, 2026Client lunch — prospect meeting
ProgramCost of Services — Materials
−$3,100
Apr 15, 2026Payroll — semi-monthly
PayrollG&A — Salaries
−$34,500