AccountingHub New · Add-on

Run your shop.
Automate your accounting.

Turn daily shop activity into connected books, send customer statements on schedule, and automate routine adjusting entries—all inside ShopView.

Accounting overview
Sample dashboard
All locations
Cash
$184,250
Up this month
Customers owe
$62,810
12 open invoices
Gross margin
42.6%
On target
Bills due
$18,420
Next 7 days
Revenue & gross profit 6 months
Needs attention
Bank items 9
Past-due invoices 4
Unmapped activity 0
Less repeat work. More control.

Your Shop Already Entered the Data. Your Books Shouldn't Need It Again.

Carry your daily shop activity into the books, keep customer statements going out, and automate routine adjusting entries. Give your team more time to follow up with customers, review the numbers, and run the business.

01

Record the Work Once

Invoices, payments, and purchasing activity flow into your books through your account mappings. Keep the original shop record connected to the numbers.

02

Send Statements on Schedule

Automate customer statement sending so balances stay in front of customers without your office sending each statement manually.

03

Automate Adjusting Entries

Reduce the repetitive entry work around month-end. Automate routine adjusting entries so your accounting team can spend more time reviewing the books.

One shop or many

See Where the Business Makes Money

Understand what labor and parts bring in, what they cost, and what is left over. Running more than one location? Compare results across shops without building a separate spreadsheet for each one.

Revenue mix
Labor · Parts · Other
Effective labor rate
By shop or class
Gross margin
Company and location
P&L comparison
Side-by-side columns
General Ledger

Every Number Has a Source

ShopView activity and manual accounting entries meet in one balanced ledger. Move from a financial result to the underlying transaction without hunting through separate systems.

  • Balanced journal entries built from account mappings
  • Source detail for connected ShopView activity
  • Manual journals for activity outside the shop workflow
  • Reversals and activity history instead of silent deletion
Journal entry
Customer invoice · ShopView source
Balanced
AccountDebitCredit
Accounts Receivable$4,280.00
Labor Revenue$2,760.00
Parts Revenue$1,520.00
SourceInvoice #10482 →
Financial Statements

Know What You Earn. Understand What You Keep.

See how revenue, costs, and expenses affect your profit. Review cash flow and outstanding balances, then drill into the transactions behind the totals. Your accountant gets the detail; you get a clearer basis for the next decision.

The big picture. The detail behind it.

Financial statements, customer balances, vendor bills, tax, and asset reporting.

Financial Statements

Profit & loss, balance sheet, cash flow, and trial balance

Accounts Receivable

Aging, customer balances, invoices, and collections

Accounts Payable

Aging, vendor balances, unpaid bills, and detail

Tax

Sales tax, sales tax detail, and 1099 reporting

Accounting

General ledger, register, entries, and reconciliations

Fixed Assets

Asset register and depreciation schedule

Drill into report totals Filter by location and class Export CSV, Excel, or PDF
A/R & Collections

Know Who Owes You, How Long, and What to Do Next

Keep customer balances visible with automatically scheduled statements. When an account needs attention, see the invoices, payments, and history behind the balance before you follow up.

Customer Statements, Sent Automatically

Schedule customer statements and let AccountingHub handle the sending. Keep communication consistent without adding another recurring task to your office’s list.

Aging You Can Act On

Move from the aging summary to customer balances and invoice detail without rebuilding a collections list.

Payments Stay Connected

Apply payments, deposits, credits, and refunds while keeping the customer account easy to understand.

Collections With Context

See the customer, invoice, due date, balance, and source record before your team follows up.

Bills & Payables

Know What You Owe Before It Is Due

Keep supplier bills, vendor credits, and payments together. See what is outstanding and when it is due, so you can plan the money going out alongside the money coming in.

See your accounting workflow
01

Keep the whole bill picture together

Track shop purchases and enter outside bills in the same accounting system.

02

See what needs paying

Review unpaid bills, due dates, and vendor balances before deciding what to pay.

03

Keep the history with the vendor

Follow bills, credits, checks, and payments without piecing together separate records.

Operating account
9 transactions to review
Reconcile
Fleet Services payment
Match found
+ $6,420.00
Parts supplier
Rule suggested
- $1,248.72
Shop utilities
Needs review
- $684.11
Bank Reconciliation

Know What Cleared—and What Still Needs Attention

Bring bank and credit-card activity into the same accounting workflow, then review it with the context your shop data provides.

Connected bank and card feeds
CSV import fallback
Match, post, split, or transfer
Reusable transaction rules
Batch customer deposits
Statement reconciliation
Chart of Accounts

Map the Books to How Your Shop Actually Operates

Start with a structured chart of accounts, then map labor, parts, fees, taxes, inventory, payments, and purchasing activity to the accounts your business uses.

Fine-grained mappings

Control where different types of shop activity land.

Locations and classes

Review results across the company or by the way you operate.

Controlled account changes

Use active accounts and accounting permissions to keep the structure dependable.

Shop activity mapping
Labor sales Labor Revenue
Inventory part sales Parts Revenue
Parts used on work orders Cost of Parts Sold
Customer card payments Undeposited Funds
Shop supplies Shop Supplies Revenue
Month-End Close

Finish the Month With Books You Can Trust

Automated adjusting entries take repetitive work out of month-end. Give your office team and accountant more time to review activity, reconcile balances, and finish the month with confidence.

1

Review

Resolve unmapped and unusual activity.

2

Reconcile

Complete bank and credit-card statements.

3

Adjust

Automate routine adjusting entries and handle corrections.

4

Lock

Protect the completed fiscal period.

Fiscal Period Controls

Keep new activity out of a completed period unless an authorized user reopens it.

Reversal Trail

Correct accounting records with traceable reversals instead of deleting history.

Role-Based Access

Give owners, office staff, and accounting professionals the access appropriate to their work.

A complete accounting foundation

More Than Invoices and Expenses

AccountingHub supports the work around the ledger, so the books can stay in one product as the business grows.

Fixed Assets

Maintain the asset register, run depreciation, record adjustments, and report on disposals.

Tax & Year-End

Track sales tax by authority and keep 1099-eligible vendor activity organized for year-end.

A clear starting point

Make the Move With a Plan for Your Books

Start the conversation with your current books and the people who know them. Use your accounting demo to walk through what you need to bring over, how your accounts should be set up, and where your team needs help.

Choose your starting point

Plan your catalogs, opening balances, and accounting start date. Confirm which records you need before making the move.

Connect the shop to the books

Map labor, parts, taxes, and purchasing to your accounts so shop activity lands in the right place.

Bring your accountant along

Give your accountant or bookkeeper access to the reports and accounting tools they need, with permissions suited to their work.

AccountingHub Questions

The practical details teams usually want to know before a demo.

What accounting work can we automate?

AccountingHub connects shop activity to your books, sends customer statements on a schedule, and automates routine adjusting entries. Your team can focus on customer follow-up, reviewing financials, and completing the close.

Is AccountingHub a complete accounting system?

Yes. It includes the general ledger, receivables, payables, banking and reconciliation, financial statements, fixed assets, tax reporting support, fiscal periods, and accounting controls.

What ShopView activity flows into AccountingHub?

Day-to-day sales, payment, purchasing, catalog, and inventory activity can create accounting records through your configured mappings. Your demo team can walk through the exact workflow for your shop.

Can we enter transactions that did not originate in ShopView?

Yes. Your accounting team can enter outside bills, bank activity, journal entries, adjustments, and opening balances directly in AccountingHub.

Can our outside accountant use it?

Yes. AccountingHub uses role-based access so an accountant or bookkeeper can work with the ledger, periods, reconciliation, and reports without giving every user the same permissions.

How do we get started?

Start with an accounting demo to review your current setup, catalogs, account mappings, opening balances, and intended start date. Confirm the records and assistance needed for your transition with the ShopView team.

What if we want to keep QuickBooks?

You can. QuickBooks remains available as a separate ShopView integration for shops that want to keep their existing accounting system.

Is managed bookkeeping included?

AccountingHub is the accounting software inside ShopView. Managed bookkeeping is a separate service conversation, so your ShopView team can help you choose the right setup.

Ready to Run the Shop and the Books in One Place?

See connected books, scheduled customer statements, and automated adjusting entries in one accounting workflow. Put less time into repeat work and more into your shop.