Overview

Revenue vs Expenses by Location

Revenue Expenses Net
Recent Revenue Entries
DateClientLocationAmountStatus

Revenue

Date Client Location Amount StatusNotesActions

Expenses

Date Vendor Category Location Amount NotesActions

Payroll & Tips

Period Stylist Location Hours Rate Tips Gross Actions

Profit & Loss

Income Statement - All Locations Combined
Jan 1 - present, 2026

P&L by Location

Averages & Analytics

Balance Sheet

Statement of Financial Position
Note: Balance sheet is calculated from your imported data. Ask Claude to add fixed assets or long-term liabilities when ready.

Import from QuickBooks

Connecting to Firebase...

Import Expenses

Upload Transaction List by Vendor (.xlsx)
QBO: Reports -> Transaction List by Vendor -> Export to Excel

Import Revenue

Upload Deposit Detail (.xlsx)
QBO: Reports -> Deposit Detail -> Export to Excel

Import Payroll

Upload Payroll Summary (.xlsx)
QBO: Reports -> Payroll Summary -> Export to Excel

Clear All Data

Remove all data before re-importing fresh QB exports.