👤 Test Client

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Client Information
Client ID:
2
Name:
Test Client
Business:
Test Business
Email:
test@example.com
Status:
Active
Created:
2025-10-08
QuickBooks Connection
✅ Connected
Company ID: 123146088408109
Accounts: 137
Stripe Connection
✅ Connected
Mode: Live
Enabled Modules
Stripe revenue dashboard
Open Dashboard QBO Settings
QuickBooks Accounts (137)
Show/Hide Account List
Account ID Name Type Active
112 2024 Clean Up Expense Adjustment Expense ✓
113 224 Clean Up - Other Income Other Income ✓
77 Accounts Payable (A/P) Accounts Payable ✓
49 Accounts Receivable (A/R) Accounts Receivable ✓
3 Advertising & Marketing Expense ✓
82 Branding & Web Design Expense ✓
81 Coaching Expense ✓
123 Affiliate Income Income ✓
129 Affiliate Payouts Expense ✓
62 Ally Checking Bank ✓
20 Ask My Accountant Expense ✓
122 Bank Charges and Fees Expense ✓
60 Billable Expense Income Income ✓
74 Bookkeeping Consulting Income ✓
51 Bookkeeping Income Income ✓
64 Bookkeeping Subcontractor Income Income ✓
4 Car & Truck Expense ✓
69 CCA Expert Income Income ✓
146 Channel adjustments Cost of Goods Sold ✓
147 Stripe adjustments Cost of Goods Sold ✓
135 Channel discount Income ✓
136 Stripe discount Income ✓
150 Channel expenses Expense ✓
151 Stripe expense Expense ✓
142 Channel sales Income ✓
143 Stripe sales Income ✓
137 Channel sales tax payable Other Current Liability ✓
138 Stripe sales tax payable Other Current Liability ✓
144 Channel selling fees Cost of Goods Sold ✓
145 Stripe fees Cost of Goods Sold ✓
140 Channel shipping income Income ✓
141 Stripe shipping income Income ✓
110 Chase Business Ink Credit Card ✓
126 Client Portal Software Cost of Goods Sold ✓
37 Client Quickbooks/Xero Subscriptions Cost of Goods Sold ✓
121 Client Software Income Income ✓
83 Continuing Education Expense ✓
6 Contractors Expense ✓
47 Copywriting Income ✓
65 Cost of Goods Sold Cost of Goods Sold ✓
34 Courageous Writing School Income ✓
84 Credit Card Loan Other Current Liability ✓
79 Credit Card Receivables Other Current Asset ✓
85 Credit Card Rewards Other Income ✓
1150040005 Customer Prepayment / Retainer Other Current Liability ✓
154 Deferred Revenue Other Current Liability ✓
108 Discounts/Refunds Given Income ✓
1150040002 Dummy Account (for Undeposited Funds) Bank ✓
128 Etsy (ModernStitchTherapy) Bank ✓
40 Etsy Sales Income ✓
92 Etsy Sales Tax Clearing Other Current Liability ✓
90 Etsy Shop Fees Expense ✓
96 Advertising Expense ✓
101 Listing Expense ✓
100 Merchant Expense ✓
99 Shipping Expense ✓
98 Subscription Expense ✓
97 Transaction Expense ✓
89 Etsy Shop Sales Income ✓
95 Discounts Income ✓
93 Product Income ✓
102 Refunds Income ✓
94 Services Income ✓
124 Health Insurance Expense ✓
7 Insurance Expense ✓
63 Interest Earned Other Income ✓
8 Interest Paid Expense ✓
38 Inventory Asset Other Current Asset ✓
16 Job Supplies Expense ✓
68 Judith Postage Cost of Goods Sold ✓
9 Legal & Professional Services Expense ✓
39 Life Coaching Income ✓
10 Meals & Entertainment Expense ✓
5 Merchant Account Fees Expense ✓
41 Etsy Fees Expense ✓
120 Monthly Bookkeeping Income ✓
12 Office Supplies Expense ✓
28 Opening Balance Equity Equity ✓
11 Other Business Expenses Expense ✓
149 Other Stripe Expense Expense ✓
148 Other Stripe Income Other Income ✓
75 Owner's Donation Equity ✓
21 Owner's Draw Equity ✓
103 Prepaid Taxes Equity ✓
22 Owner's Investment Equity ✓
53 Owner's Tax Payments Equity ✓
30 PayPal Sales Income ✓
130 Payroll Expenses Expense ✓
132 Payroll Taxes Expense ✓
131 Wages Expense ✓
1150040001 Payroll Liabilities Other Current Liability ✓
114 CT Paid Leave Other Current Liability ✓
115 CT Unemployment Other Current Liability ✓
116 CT Withholding Other Current Liability ✓
117 IRS Liability Other Current Liability ✓
133 Wages Payable Other Current Liability ✓
125 Phone / Internet Expense ✓
70 Professional Dues Expense ✓
35 Purchases Expense ✓
107 QuickBooks Checking Account Bank ✓
109 Reconciliation Adjustments Equity ✓
45 Reconciliation Discrepancies Other Expense ✓
13 Reimbursable Expenses Expense ✓
105 Relay Checking 2.0 Bank ✓
104 Relay Savings Bank ✓
14 Rent & Lease Expense ✓
15 Repairs & Maintenance Expense ✓
2 Retained Earnings Equity ✓
1 Sales Income ✓
36 Sales of Product Income Income ✓
111 Shareholder's Distribution Equity ✓
46 Shipping/Postage Expense ✓
1150040003 Stripe (WSC) Bank ✓
127 Stripe (Xero) Bank ✓
152 Stripe cash advance Other Current Liability ✓
134 Stripe Gift card Other Current Liability ✓
153 Stripe holds and disputes Other Current Asset ✓
139 Stripe Tips Other Current Liability ✓
17 Taxes & Licenses Expense ✓
56 Technology Expense ✓
43 Hosting & Domain Fees Expense ✓
44 Software / Software Subscriptions Expense ✓
1150040004 Test for Mabel Income ✓
18 Travel Expense ✓
78 Unapplied Cash Bill Payment Expense Expense ✓
50 Unapplied Cash Payment Income Income ✓
25 Uncategorized Asset Other Current Asset ✓
24 Uncategorized Expense Expense ✓
23 Uncategorized Income Income ✓
31 Undeposited Funds Other Current Asset ✓
1150040000 US Bank Credit Card Credit Card ✓
19 Utilities Expense ✓
48 VA Income Income ✓
76 Web Design Loan Other Current Liability ✓
26 ZBillable Expense Income Income ✓
52 Credit Card Convenience Fee Income ✓
58 Quickbooks Subscription Fee Income ✓