Organize the accounts
Maintain the chart of accounts and journals so transactions have a consistent place in your books.
Finance & accounting
Give every entry a place in the bigger picture.
Organize your accounts, journals and expenses, then review financial statements from recorded entries. Keep the financial view connected to the everyday work that creates it.
Trial balance · illustrative entries
| Account | Debit | Credit |
|---|---|---|
| Cash | $2,400 | — |
| Inventory | $1,600 | — |
| Opening capital | — | $4,000 |
A structured chart of accounts
Traceable journal entries
Statements for a defined period
Built for daily work
The details that keep work connected.
Review journal entries
Create and review double-entry journal records with debit and credit lines and supporting document context.
Control expense records
Record expenses by category, review approval status and track payment status from the expense workspace.
Read the financial position
Review trial balance, profit and loss, balance sheet and account-level general ledger with the relevant date filters.
One connected workflow
From preparation to review.
Set up accounts and journals for your business.
Record entries and review expense approvals.
Review balances and statements for the chosen period.
Finance starts with daily operations.
Explore checkout, receipts, payment records and sales history on the Sales & POS page, then review their context in your financial records.
A few practical questions
Clarity before your next step.
Which financial statements are available?
The accounting workspace includes trial balance, profit and loss, balance sheet and general ledger views.
Where can I explore checkout and sales history?
The Sales & POS page explains checkout, payment records, customer receipts and sales history. This page focuses on accounting and expenses.
How do I choose the right plan and setup?
This module is available from Growth. Review the plan comparison and discuss your team and location requirements during the demo. Compare plans →
Start with your workflow
Let’s see how QuickTap fits your business.
Tell us about your team, locations and working day so we can focus the walkthrough on what you need.