entity books
read-only views across the QBO companies
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Balances →
bank cash across all companies (latest snapshot)
Close cockpit →
cross-entity month-end close review — every month since 2025-01, with intercompany and adjustment flags
Reconciliation →
drift check across companies — where the books have gone stale against a live bank balance
Bookkeeper's exceptions →
the questions only a bookkeeper or the CPA can answer — picking an account queues a journal entry for approval. Asks for its own PIN
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