Your Business Dashboard
Your business dashboard is where you work inside a single business—your financials, transactions, and reports for that one business.
How is the Business Dashboard different from your Organization Dashboard?
They work at two different levels:
Scope
Your whole account
A single business
Use it to
Manage your team, organization settings, and your list of businesses
Work on the books—view financials, review transactions, run reports
Get there
Where you land at login; or top-left menu → View All Entities
Click a business card from your Organization Dashboard
In short: use your Organization Dashboard to manage who has access and how your account is set up, and a business dashboard to do the actual accounting work for one business.
How Do I Get to My Business Dashboard?
From your Organization Dashboard, click any business card (or select a business under All Entities) to open its dashboard.
To switch businesses or go back up, open the menu in the top-left corner and pick another business, or select View All Entities.
What Can I Do in My Business Dashboard?
The left navigation gives you access to that business's books and tools. What you see depends on your plan and role, but it commonly includes:
Financials & Reports — view your books, statements, and key metrics.
Accounting — review and categorize your transactions and ledger activity.
Connections — link your bank and other accounts.
Bills, Invoices, and more — manage payments and billing, depending on your plan.
You can also comment and collaborate with your team and accounting firm right in context—on transactions, reports, and more. To manage settings for the business, use its Settings (the gear icon).
For more on roles, see Manage Your Team