Welcome to Iris
Connect a client’s QuickBooks and Iris will show you their accounts, what needs fixing, and where to start.
Bank & card accountsLive from QuickBooks
Cash in the bank—
Revenue
This fiscal year
Expenses
This fiscal year
Net income
Customers · Vendors
From QuickBooks
Income and expenses by month
IncomeExpenses
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Click a month to open the Income StatementIncome Statement
Needs attention
Checking the books…
Month-end close
The usual order, one step at a time1
Statements to ExcelTurn bank and card PDFs into one master sheet.Open
2
Reconcile the bankMatch the master sheet to QuickBooks, fix the gaps.Open
3
Reconcile the cardSame check for credit cards, plus card payments.Open
4
Attach receiptsMatch receipt photos to transactions in QuickBooks.Open
5
Review the reportsBalance Sheet and Income Statement, click to fix.Open