Viewing Your QuickBooks Records

Created by Kylah Brown, Modified on Fri, 17 Jul at 2:55 PM by Kylah Brown

Integrations Guide

Viewing Your QuickBooks Records

Before you begin: QuickBooks needs to be connected first — see the guide “Connecting QuickBooks & the Dashboard.” The tabs in this guide are mostly read-only views of information that lives in QuickBooks, so you can check your records without leaving Hashio.

About These Tabs

These tabs let you review your invoices, bills, purchases, payments, and journal entries inside Hashio. Most of this information comes from QuickBooks and is shown for reference — QuickBooks stays your source of truth for balances.

Invoices

Invoices are created in Hashio and pushed out to QuickBooks. The Invoices tab lets you see each one and confirm it synced.

Step 1 Open the Invoices tab and read the list

From the dashboard tabs, click Invoices.
Each row shows the Doc #, Customer, Invoice date, Due date, a Status (Open, Overdue, or Paid), whether it’s Synced to QuickBooks, when it was created in QuickBooks, and the Total and Balance.

Step 2 Filter the list

Use the status filters to show All, Open, Overdue, or Paid invoices.
Use the sync filters to show All, Synced to QBO, or Not synced invoices.

You can also search by document number or customer name.

Step 3 View invoice details

Click the eye icon on any invoice row.
A window opens showing the line items — product, quantity, unit price, and amount — along with the invoice status.

Bills & Purchases

Bills and purchases you entered in QuickBooks import into Hashio. The Bills tab gives you accounts-payable visibility, and the Purchases tab lists purchases pulled from QuickBooks.

Step 1 Open the Bills tab and read the list

From the dashboard tabs, click Bills.
Each row shows the Vendor, Bill date, Due date, a Status (Open, Overdue, Partial, or Paid), and the Total and Balance.

Use the status filters or the search box to find a specific bill.

Step 2 View bill details

Click the eye icon on any bill row.
A window opens showing each line — category, QuickBooks account, description, and amount.

Good to know: Bills are tracked for accounts-payable visibility and are not allocated to batches. Only purchases (and manual expenses) feed batch costs in the Accounting module. You’ll find the Purchases tab right next to Bills in the dashboard tabs.

Payments

The Payments tab shows the payments recorded in QuickBooks — both money you’ve paid to vendors and money customers have paid you.

Step 1 Open the Payments tab

From the dashboard tabs, click Payments.
Switch between the Bill payments and Customer payments sub-tabs.

Bill payments show what you paid vendors; customer payments show what customers paid you.

Step 2 View a payment

Click the eye icon on any payment row.
A window opens showing which bill or invoice the payment was applied to, and the amount.

Good to know: Payments are a read-only mirror of QuickBooks. Balances in Hashio aren’t recomputed from these payments right now, so use QuickBooks as your source of truth for payment balances.

Journal Entries

The Journal Entries tab is a read-only view of the journal entries in QuickBooks, so you can see your ledger activity without leaving Hashio.

Step 1 Open the Journal Entries tab

From the dashboard tabs, click Journal Entries.
Each row shows the Date, Description, number of Lines, and the Amount.
Click Sync from QuickBooks to refresh the list.

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