Overview
Revenue vs Expenses by Location
| Client | Location | Amount | Status |
|---|
| Date | Client | Location | Amount | Status | Notes | Actions |
|---|
| Date | Vendor | Category | Location | Amount | Notes |
|---|
| Period | Stylist | Location | Hours | Rate | Tips | Gross Pay |
|---|
Profit & Loss
Income Statement — All Locations
Period to date
Profit by Location
| Location | Revenue | Expenses | Payroll | Net |
|---|
Balance Sheet
Statement of Financial Position
As of today
💡 Note: This balance sheet is dynamically calculated from your invoices, expenses, and payroll. To add fixed assets (equipment, furniture) or long-term liabilities (loans), ask Claude to add those sections!
Import from QuickBooks
⏳ Connecting to Firebase...
How to export from QuickBooks
- In QuickBooks, go to Reports
- Run each report: Invoice List, Transaction List by Vendor, Payroll Summary
- Click Export → Export to Excel / CSV
- Drop the files below — Salon Books will auto-detect the type
Import Invoices (CSV)
⇪ Drop or click to upload Invoice CSV
Expected columns (any order):
Date, Customer/Client, Location, Amount, Status, Memo/Notes
QuickBooks Invoice List export works directly.
Date, Customer/Client, Location, Amount, Status, Memo/Notes
QuickBooks Invoice List export works directly.
Import Expenses (CSV)
⇪ Drop or click to upload Expense CSV
Expected columns (any order):
Date, Vendor/Payee, Category/Account, Location, Amount, Memo
QuickBooks Transaction List by Vendor works directly.
Date, Vendor/Payee, Category/Account, Location, Amount, Memo
QuickBooks Transaction List by Vendor works directly.
Import Revenue (Deposit Detail CSV)
⇪ Drop or click to upload Deposit Detail Excel
Use the Deposit Detail report from QBO.
Date range: Jan 1, 2026 to today. Export as Excel.
Date range: Jan 1, 2026 to today. Export as Excel.
Import Payroll (Excel)
⇪ Drop or click to upload Payroll Summary Excel
Use the Payroll Summary report from QBO.
Date range: Jan 1, 2026 to today. Export as Excel (.xlsx).
Date range: Jan 1, 2026 to today. Export as Excel (.xlsx).
Clear All Data
Remove all demo data and start fresh before importing your real figures.