Board
The one-page read — revenue YTD, expenses YTD, net income, cash position, open A/P, payroll YTD, and open CPA cleanup items. Every number clickable.
Features
Ready-made dashboards, plus the custom views you actually need. Live from QuickBooks. Zero spreadsheets.
Every number on every screen traces back to an entry in your QBO. When you drill down, you see the underlying transaction, not a copy of it.
The dashboards
Overview
Cash position across operating, reserve, and earmarked accounts. Recent transactions, budget pacing, and a snapshot of where the month stands.
Budget
Per-account budget vs. actuals for the current fiscal year. Variance % highlighted. Month-by-month pacing so you see problems before year-end.
Vendors
Top 10 by YTD spend, full vendor list with open A/P balances, and aging buckets (1–30, 31–60, 61–90, 90+ days).
Expenses
Cost of services, operating expense, and payroll split by canonical category — even when your chart of accounts uses custom labels. Account-level drill-down.
Credit Cards
Corporate card balances, recent transactions, and reconciliation status across every credit line on your books.
Banks
Every bank account your QuickBooks touches, with current balance and last-reconciled date so you know which accounts are stale.
Payroll
Pay-period-by-pay-period payroll runs, YTD gross/net/taxes/benefits, monthly average, and headcount trend.
CPA
Cleanup items surfaced from your ledger: miscategorizations, missing receipts, duplicate postings. The list your CPA wants, ready for their next visit.
How the QuickBooks connection works
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Self-serve OAuth
One-click connect from Settings → Integrations. Authorize once, stay connected.
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Nightly auto-sync
Every night we pull the latest GL, budget, vendors, and payroll. Manual sync button when you want it now.
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Read-only
We request the com.intuit.quickbooks.accounting scope and nothing else. We never write back to your books.
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Custom account mapping
Every QBO account gets a canonical category we auto-infer — you override any that don't match how your team thinks about them.
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Multi-company support
One BetterWayIQ tenant per QuickBooks company. Run multiple entities? Spin up a tenant for each, fully isolated.
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Hands-off setup
Our team can do the whole setup for you — included with every plan for your first organization.
Want the guided tour?
The demo tenant is synthetic but fully interactive — mapping UI, settings, every ready-made dashboard. Or book a 20-minute walkthrough and we’ll show you what your own numbers would look like.