You can view a great deal of accounting data from the Financials tab. You cannot enter any financial data here as this screen is only a reflection of what has been entered into QuickBooks. If numbers on this screen do not seem to be correct, first troubleshoot by looking at what was entered into Quickbooks. Once corrected in QuickBooks the next bridge run will correct what you see here.
- At the top of the screen, click the Financial tab.
- For receivable and billing information: Click Views and choose what you want to see.
- For other information: Click Other Views, and then choose what you want to see.