The QuickBooks Dashboard is your at-a-glance view of the integration. It shows whether you're connected, what needs your attention, and what's happened recently — all on one page so you can spot problems fast and confirm the integration is doing its job.
The Dashboard combines connection status, sync health, action items, and recent activity in a single view.
Who can use this: Admins only. The Manager, Shift Lead, Buyer, and Cashier roles don't have QuickBooks access.
Where to find it
From the admin sidebar: QuickBooks > Dashboard. Direct URL: /admin/{typeNum}/quickbooks.
This is the landing page for the QuickBooks section — every other QuickBooks page links back here via the "Back to Dashboard" link in the page header.
The header — status chips
The page title row shows three quick-glance chips:
Three chips next to the title: Connected · Manual sync · N unmapped (only when something needs attention).
Chip | When it appears | What it tells you |
● Connected / Disconnected | Always | Green dot = OAuth tokens are valid. Red dot = you need to reconnect in Settings. |
● Manual sync / Auto sync / Disabled sync | Always | Your current sync mode. Click into Settings to change. |
● N unmapped (amber) | Only when critical mapping fields are unmapped | The system is blocked from posting because critical fields don't have QBO accounts assigned. |
The subtitle line below the chips shows your QBO company name and the time since the last sync.
"Needs your attention" — actionable items only
The first panel below the header is a dynamic card grid that surfaces only what you can act on right now:
Three card types: warn (amber, critical), info (neutral, action available), quiet (gray, demoted).
Card | When it appears | Click → |
🟧 Critical fields unmapped | When unmapped fields are in critical categories (payments/sales/cogs/buys/cash/other) — sync is blocked | Account Mapping page |
🟦 Pending approvals | When there are entries waiting in the queue | Approval Queue |
⚪ Failed syncs | When auto-sync has failed in the last 7 days | Sync Log filtered to failures |
When everything is clean, the entire panel hides. If you don't see it, that means there's nothing actionable right now — the dashboard's body leads with the activity log instead.
The warn card names the specific fields so you can see what's flagged before clicking through (e.g. "buyPaidOffsite, buyPaidDigital" — useful for distinguishing genuine setup work from fields that should be marked "Not used at this store" — see the Account Mapping article).
Recent activity — what happened, by whom
The bottom panel is an event log of the last 10 audit events for this store. Each row shows:
The kind of event (Sync · Edit · Approval · Settings) as a colored pill
A short verb describing what happened (Posted, Failed, Edited, Approved, Rejected, Changed)
The business date or setting key
Who did it
When it happened (relative — "23h ago" / "5d ago" / a date for older)
A one-line detail summary (e.g. "Auto → Manual" for a settings change, or a clickable Doc # link for a sync_posted event)
Posted sync events show "Posted to QuickBooks · Doc #BK-pc00-20260501" — the Doc # is a clickable link to the journal entry in QuickBooks Online.
Filter tabs
Above the rows, five tabs filter the feed:
Tab | Shows |
All | Every event |
Syncs | sync_staged, sync_posted, sync_failed, re_synced, manual_sync, connected, disconnected |
Edits | edited, voided |
Approvals | approved, rejected |
Settings | settings_changed |
The tabs are client-side — they filter what's already loaded, no extra network call. The count next to the title updates to "N of M" when you have a filter active.
Tip: When you want to verify that auto-syncs are actually running, click Syncs and look for recent Posted events. When you want to see what an admin changed, click Settings.
Doc # → QBO deep-link
Whenever a posted (or voided) event has a Doc # in its detail line, that Doc # is a clickable link that opens the journal entry directly in QuickBooks Online (right page in the right company). Hover for the cue underline + external-link icon.
Refresh
The Dashboard auto-refreshes every 60 seconds so the activity feed and counts stay current without you reloading. If you've just performed an action elsewhere and want to see it immediately, just navigate away and back.
What's next
Connect & Configure — change sync mode, set variance thresholds, customize memos.
Account Mapping — fix the "N unmapped" chip by completing critical field mappings.
Daily Approval Workflow — what to do with pending approvals.
Sync Log — the unified history of every posted entry.