SalesVu Cloud's accounting tools let you create expense categories, filter transactions by date and payee, and run profit and loss reports by category or payment method. The system syncs with QuickBooks Online and Desktop so your data stays in sync across both platforms.
Our accounting feature is a part of the SalesVue Cloud solution. With our accounting feature, you can use SalesVu's own accounting solution called SalesVu Easy Accounting or integrate your SalesVu account with QuickBooks online or desktop. Let's first take a look at SalesVu Easy Accounting. Here you can create your own expense categories. These can be variable labor or fixed cost. If you want, you can make this a subcategory of a parent category. Next we have a transaction log. By default you will be shown the current month, but you can filter your transactions by date, payee and outstanding or paid status. In this log you can see the payment method and the transaction amount, whether it's positive or negative. Lastly, we have a profit and loss report. Here you can see the number of transactions per month per category, your revenue per month per category, your revenue by payment method per month, and your reconciled status. Here in the reconcile table you can see where you're over and short. It looks like the month of March isn't fully reconciled yet. If you want a more detailed profit and loss report, you can also filter it by individual products. SalesVU integrates with QuickBooks Online and QuickBooks Desktop. Once you create the initial link between your SalesVU account and your QuickBooks account, all the transactional data from SalesVU will sync over to QuickBooks. Your SalesVU categories will sync over as income categories. Get the accounting module and the SalesVue Cloud solution today or contact our support by phone, chat or email. 24. 7. If you have any questions, we'll be happy to help you get up and running.
