Use the Accounting Hub

Open Accounting in the website's sidebar to review expenses, vendor bills, profit, money customers owe, labor, tax, and mileage. Owners, managers, and bookkeepers can open it. The hub summarizes the records you have entered in KeyBolt.

Choose the View and Date Range

The date range starts with the last 30 days. Change it to the period you want to review, then choose a tab:

• Overview: the main figures for the period.
• Expenses: paid business costs and recurring expenses.
• Vendors and Bills: who you buy from and what you owe them.
• Profit & Loss: recorded revenue and expenses, compared with the previous period.
• Accounts Receivable: unpaid customer bills.
• Payroll & labor: hours and labor costs.
• Tax Center: the shop's tax records and estimates.
• Mileage: business trips entered by your team.

Understand Profit and Loss

The view uses cash-basis figures: revenue counts invoices marked paid within the date range, and expenses count by their recorded date. It compares the previous period of the same length. This is a quick profit view, not a complete accounting statement or a bank reconciliation.

Record shop costs such as rent, fuel, insurance, and supplies so the view reflects them. See Record Expenses and Vendor Bills.

Keep Customer Bills and Vendor Bills Straight

Invoices are what customers owe your shop. Accounting > Bills is what your shop owes vendors. Marking a vendor bill paid records a business expense; it does not charge or pay the vendor for you.

See Find the Right Report, Log Business Mileage, and Connect or Export to QuickBooks.