Where to Find Everything
Every screen in BizBooks Pro, and the exact clicks to reach it.
The BizBooks Pro window has three ways in. The menu bar across the top holds the main screens; anything that does not fit on a narrow window moves into its More ▾ menu at the right-hand end. The left-hand menu groups screens and reports by topic (click ◀ Hide Menu to fold it away). And the header at the very top has the + Quick Action button, the 🔔 support-ticket bell and the ⋮ menu.
A few labels follow your terminology setting — for example Clients may read Customers, and Income Statement may read Profit & Loss. You can also drag items on the top menu bar into your own order (More ▾ → ⚙️), so yours may not be in the order shown here.
The menu bar across the top
Click the item on the top menu bar. If you cannot see it, click More ▾ at the right-hand end of the bar.
- Business Center — top menu bar → Business Center.
- Chart of Accounts — top menu bar → Chart of Accounts.
- Client Center — top menu bar → Client Center.
- Vendor Hub — top menu bar → Vendor Hub.
- Employee Center — top menu bar → Employee Center.
- Transaction Hub — top menu bar → Transaction Hub.
- 📦 Inventory — top menu bar → 📦 Inventory.
- ⏱️ Time Tracking — top menu bar → ⏱️ Time Tracking. Included in Professional, Professional 15 and True Enterprise, and the matching firm plans; hidden on plans without it.
- 📅 ServiceHub — top menu bar → 📅 ServiceHub.
- 🏦 Bank Import — top menu bar → 🏦 Bank Import.
- 📸 Receipt Scanner — top menu bar → 📸 Receipt Scanner.
- 💰 Payroll Connect — top menu bar → 💰 Payroll Connect. Included in Professional, Professional 15 and True Enterprise, and the matching firm plans; hidden on plans without it.
- ✓ Reconciliation — top menu bar → ✓ Reconciliation.
- 📊 Reports Studio — top menu bar → 📊 Reports Studio.
- 📋 Memorized Trans — top menu bar → 📋 Memorized Trans.
- 🔗 Checkout Links — top menu bar → 🔗 Checkout Links.
- 🏢 Fixed Assets — top menu bar → 🏢 Fixed Assets. Included in Professional, Professional 15 and True Enterprise, and the matching firm plans; hidden on plans without it.
- 📈 Revenue Recognition — top menu bar → 📈 Revenue Recognition. Included in Professional, Professional 15 and True Enterprise, and the matching firm plans; hidden on plans without it.
- ✈️ Travel Bookings — top menu bar → ✈️ Travel Bookings. Industry edition, included on Professional and higher plans at no extra cost.
- ⚖️ Law Firm — top menu bar → ⚖️ Law Firm. Industry edition, included on Professional and higher plans at no extra cost.
- 🏠 Real Estate — top menu bar → 🏠 Real Estate. Industry edition, included on Professional and higher plans at no extra cost.
- 🏗️ Construction — top menu bar → 🏗️ Construction. Industry edition, included on Professional and higher plans at no extra cost.
- ⛪ Church — top menu bar → ⛪ Church. Industry edition, included on Professional and higher plans at no extra cost.
- 🧸 Preschool — top menu bar → 🧸 Preschool. Industry edition, included on Professional and higher plans at no extra cost.
- 📊 Budget Manager — top menu bar → 📊 Budget Manager.
- 📈 Cash-Flow Forecast — top menu bar → 📈 Cash-Flow Forecast. Included in Professional, Professional 15 and True Enterprise, and the matching firm plans; hidden on plans without it.
- 📈 Project Profitability — top menu bar → 📈 Project Profitability.
- 💳 Virtual Terminal — top menu bar → 💳 Virtual Terminal.
- 🚗 Mileage Tracker — top menu bar → 🚗 Mileage Tracker.
- 🤝 Client Retainers — top menu bar → 🤝 Client Retainers.
- 🏦 Loan Manager — top menu bar → 🏦 Loan Manager.
- 📄 Customer Statements — top menu bar → 📄 Customer Statements.
- ✅ JE Approvals — top menu bar → ✅ JE Approvals. Included in Professional, Professional 15 and True Enterprise, and the matching firm plans; hidden on plans without it.
- 🧙♂️ Setup Wizard — top menu bar → 🧙♂️ Setup Wizard.
- 📊 Speed Stats — top menu bar → 📊 Speed Stats.
- ⚙️ Company Settings — top menu bar → ⚙️ Company Settings.
- 💼 Accountant Tools — top menu bar → 💼 Accountant Tools. Included in the accounting firm plans, nonprofit plans and government plans.
- 🔐 System Admin — top menu bar → 🔐 System Admin. Only the primary administrator sees this.
The left-hand menu
Business Overview
- Dashboard — left menu → Business Overview → Dashboard.
- Chart of Accounts — left menu → Business Overview → Chart of Accounts.
- Transactions — left menu → Business Overview → Transactions.
- Payroll — left menu → Business Overview → Payroll.
Contacts & Billing
- Clients — left menu → Contacts & Billing → Clients.
- Registration Portals — left menu → Contacts & Billing → Registration Portals.
- Vendors — left menu → Contacts & Billing → Vendors.
- Employees — left menu → Contacts & Billing → Employees.
- Invoices — left menu → Contacts & Billing → Invoices.
- Sales Receipts — left menu → Contacts & Billing → Sales Receipts.
- Bills — left menu → Contacts & Billing → Bills.
- Estimates — left menu → Contacts & Billing → Estimates.
- Purchase Orders — left menu → Contacts & Billing → Purchase Orders.
- Products & Services — left menu → Contacts & Billing → Products & Services.
PayFlow
- Request Dashboard — left menu → PayFlow → Request Dashboard. Included in Professional, Professional 15 and True Enterprise, and the matching firm plans; hidden on plans without it.
- Approval Chains — left menu → PayFlow → Approval Chains. Included in Professional, Professional 15 and True Enterprise, and the matching firm plans; hidden on plans without it.
- Portal Users — left menu → PayFlow → Portal Users. Included in Professional, Professional 15 and True Enterprise, and the matching firm plans; hidden on plans without it.
- Portal Profiles — left menu → PayFlow → Portal Profiles. Included in Professional, Professional 15 and True Enterprise, and the matching firm plans; hidden on plans without it.
Reports
- Income Statement — left menu → Reports → Income Statement.
- Balance Sheet — left menu → Reports → Balance Sheet.
- Cash Flow — left menu → Reports → Cash Flow.
- All Reports — left menu → Reports → All Reports.
- Budget Manager — left menu → Reports → Budget Manager.
- 1099 Center — left menu → Reports → 1099 Center.
- Tax Center — left menu → Reports → Tax Center.
- Auto-Accruals — left menu → Reports → Auto-Accruals.
- Revenue Recognition — left menu → Reports → Revenue Recognition. Included in Professional, Professional 15 and True Enterprise, and the matching firm plans; hidden on plans without it.
- Travel Bookings — left menu → Reports → Travel Bookings. Shown when your company uses this industry edition; it is always on the top menu bar too.
- Law Firm — left menu → Reports → Law Firm. Shown when your company uses this industry edition; it is always on the top menu bar too.
- Real Estate — left menu → Reports → Real Estate. Shown when your company uses this industry edition; it is always on the top menu bar too.
- Construction — left menu → Reports → Construction. Shown when your company uses this industry edition; it is always on the top menu bar too.
- Church — left menu → Reports → Church. Shown when your company uses this industry edition; it is always on the top menu bar too.
- Preschool — left menu → Reports → Preschool. Shown when your company uses this industry edition; it is always on the top menu bar too.
- Consolidation Groups — left menu → Reports → Consolidation Groups.
- Donor-Restricted Funds — left menu → Reports → Donor-Restricted Funds. Nonprofit Edition only.
- Nonprofit Reports — left menu → Reports → Nonprofit Reports. Nonprofit Edition only.
- Donors & Statements — left menu → Reports → Donors & Statements. Nonprofit Edition only.
- Funds — left menu → Reports → Funds. Government Edition only.
- Government Reports — left menu → Reports → Government Reports. Government Edition only.
Tools
- AI Staged — left menu → Tools → AI Staged.
- Scheduled Tasks — left menu → Tools → Scheduled Tasks.
- Bank Feeds — left menu → Tools → Bank Feeds.
- Bank Import — left menu → Tools → Bank Import.
- Receipt Scanner — left menu → Tools → Receipt Scanner.
- QuickBooks Import — left menu → Tools → QuickBooks Import.
- Firm Client Portal — left menu → Tools → Firm Client Portal.
⚙️ Company Settings
Company Settings shows one section at a time. Open it from the top menu bar (⚙️ Company Settings, or More ▾ → ⚙️ Company Settings), then pick the section from the Jump to: dropdown at the top right of the page. 📋 Show All Sections lists every section on one page.
Getting started
- 🧙♂️ Setup Assistant — ⚙️ Company Settings → Jump to → 🧙♂️ Setup Assistant.
Company & people
- 👨💼 Accountant Access — ⚙️ Company Settings → Jump to → 👨💼 Accountant Access.
- 🏢 Company Information — ⚙️ Company Settings → Jump to → 🏢 Company Information.
- ⚙️ Company Preferences — ⚙️ Company Settings → Jump to → ⚙️ Company Preferences.
- 👤 My Preferences — ⚙️ Company Settings → Jump to → 👤 My Preferences.
- 👥 User Management — ⚙️ Company Settings → Jump to → 👥 User Management.
Getting paid
- 💸 Alternative Payment Methods — ⚙️ Company Settings → Jump to → 💸 Alternative Payment Methods.
- 🎨 Invoice Branding — ⚙️ Company Settings → Jump to → 🎨 Invoice Branding.
- 🧩 Invoice Custom Fields — ⚙️ Company Settings → Jump to → 🧩 Invoice Custom Fields.
- 📄 Invoice Templates — ⚙️ Company Settings → Jump to → 📄 Invoice Templates.
- 💳 Payment Gateway — ⚙️ Company Settings → Jump to → 💳 Payment Gateway.
- 👤 Sales Reps — ⚙️ Company Settings → Jump to → 👤 Sales Reps.
- 🧾 Sales Tax Codes (Canada GST/HST/PST) — ⚙️ Company Settings → Jump to → 🧾 Sales Tax Codes (Canada GST/HST/PST).
- 🔄 Create Subscription Plans — ⚙️ Company Settings → Jump to → 🔄 Create Subscription Plans.
Paying out
- 🖨️ Check Printing — ⚙️ Company Settings → Jump to → 🖨️ Check Printing.
- 💼 Payroll Connect — ⚙️ Company Settings → Jump to → 💼 Payroll Connect.
- 🖨️ Printer Tray Routing — ⚙️ Company Settings → Jump to → 🖨️ Printer Tray Routing.
- ⏱️ Time Clock — ⚙️ Company Settings → Jump to → ⏱️ Time Clock.
Books & compliance
- 📋 Audit Log — ⚙️ Company Settings → Jump to → 📋 Audit Log.
- 📝 Custom Fields — ⚙️ Company Settings → Jump to → 📝 Custom Fields.
- 🔒 Lock Date — ⚙️ Company Settings → Jump to → 🔒 Lock Date.
- 🏷️ Tracking Dimensions (Class, Location, Supplier) — ⚙️ Company Settings → Jump to → 🏷️ Tracking Dimensions (Class, Location, Supplier).
- 📅 Year-End Close — ⚙️ Company Settings → Jump to → 📅 Year-End Close.
Data
- 💾 Backup & Restore — ⚙️ Company Settings → Jump to → 💾 Backup & Restore.
- 📊 Data Export — ⚙️ Company Settings → Jump to → 📊 Data Export.
Connections
- 🔑 API Keys — ⚙️ Company Settings → Jump to → 🔑 API Keys.
- 🔌 Integrations — ⚙️ Company Settings → Jump to → 🔌 Integrations.
- 🌐 Remote Access — ⚙️ Company Settings → Jump to → 🌐 Remote Access.
- 📮 Webhooks — ⚙️ Company Settings → Jump to → 📮 Webhooks.
This app
- 🤖 AI Assistant (Name, Voice, Key & Model) — ⚙️ Company Settings → Jump to → 🤖 AI Assistant (Name, Voice, Key & Model).
- 🧊 Anti-Freeze Recovery — ⚙️ Company Settings → Jump to → 🧊 Anti-Freeze Recovery.
- 🖥️ Display Mode — ⚙️ Company Settings → Jump to → 🖥️ Display Mode.
- 📧 Email Templates & Signature — ⚙️ Company Settings → Jump to → 📧 Email Templates & Signature.
- 🔔 Notification Sounds — ⚙️ Company Settings → Jump to → 🔔 Notification Sounds.
- 🔄 Software Updates — ⚙️ Company Settings → Jump to → 🔄 Software Updates.
Help & community
- 🧪 Beta Program — ⚙️ Company Settings → Jump to → 🧪 Beta Program.
- 🐛 Bug Reporting & Diagnostics — ⚙️ Company Settings → Jump to → 🐛 Bug Reporting & Diagnostics.
- 💬 Discord Community — ⚙️ Company Settings → Jump to → 💬 Discord Community.
- 🚀 Kantivo Platform — ⚙️ Company Settings → Jump to → 🚀 Kantivo Platform.
🔐 System Admin
Installation-wide settings — every company and every user on this computer. Only the primary administrator sees 🔐 System Admin on the top menu bar (or under More ▾). It opens on tabs across the top of the page:
- All Users — 🔐 System Admin → All Users tab.
- All Companies — 🔐 System Admin → All Companies tab.
- License Info — 🔐 System Admin → License Info tab.
- Backup & Restore — 🔐 System Admin → Backup & Restore tab.
- 🌐 Network Access — 🔐 System Admin → 🌐 Network Access tab.
+ Quick Action
The + Quick Action button in the header opens the most common forms from any screen:
- 📝 Journal Entry — header → + Quick Action → 📝 Journal Entry.
- 👤 Add Client — header → + Quick Action → 👤 Add Client.
- 🏭 Add Vendor — header → + Quick Action → 🏭 Add Vendor.
- 👔 Add Employee — header → + Quick Action → 👔 Add Employee.
- 🏦 New Account — header → + Quick Action → 🏦 New Account.
- 💰 Receive Payment — header → + Quick Action → 💰 Receive Payment.
- 💳 Record Expense — header → + Quick Action → 💳 Record Expense.
The header
- 🔔 Support tickets — the bell in the header. Report a problem, request a feature, or read our replies.
- Your plan and licence — click the plan badge in the header (it shows your plan name, or Trial and the days left).
- 💬 Join Community — header → ⋮ menu → 💬 Join Community.
- 🔗 Connection Status — header → ⋮ menu → 🔗 Connection Status.
- 🔍 Zoom Controls — header → ⋮ menu → 🔍 Zoom Controls.
- 🚪 Sign Out — header → ⋮ menu → 🚪 Sign Out.