Quotes, invoices & money

Use the unified Money workspace

Reviewed: 2026-10-15

Sales, expenses, accounting and reports share one navigation area.

Step-by-step guide

1. Open Money for recorded receipts, outstanding invoices, paid expenses and unpaid expenses. Select a total to inspect its source records.
2. Use Sales & collections for quotes, invoices and payments; Expenses & bills for expenses and vendors; Accounting for accounting work.
3. Open Reports & forecasts and choose the report and period. Reconcile balances with source transactions; forecasts are estimates, and recorded receipts are not bank reconciliation.

Features depend on your plan, permissions and enabled provider connections. These guides explain tasks; reading a guide does not perform an action or confirm completion.