Now that you have added a Business and created a connection with an Accounting Service provider you can view and download the financial summary & reports in Railz Dashboard.
- In the left sidebar navigation menu, go to Businesses.
- Select the Business Name.
- Click on View Data under the Overview column.
- The Financial Summary tab will show you visualizations of the overall financial health of a business. You can also access the Reports tab to view detailed financial reports like financial statements, invoices and more!
Updated 4 months ago
Congratulations, you have completed the Railz Quickstart! From here, we invite you to learn more about all the features and next steps to get you ready for production.