Print & Finance · In progress
Print Shop Finance Hub
One dashboard for the print shop's money: QuickBooks, sales, cash flow, and alerts in a single view.
This tool is not published, so there is no public screen to show
Status
In progress
Built for
Noonday leadership and print shop management
Features
7 included
Runs on its own
3 automations
Executive summary
Print Shop Finance Hub answers the question leadership actually asks: how is the shop doing this month? It connects to QuickBooks, pulls in accounts, transactions, and invoices, adds online sales and completed jobs, and shows revenue, expenses, and a running cash-flow view on one screen. Alerts flag things that need attention, and a sync history page shows exactly when the numbers were last refreshed so nobody argues about stale data.
What it is
A private, login-protected financial dashboard for the print business, with an automatic nightly-style sync endpoint rather than manual exports.
Purpose for Noonday
Financial reality for the shop lived across QuickBooks, the online store, and job records. This puts the whole picture in one place so decisions are based on current numbers instead of month-old exports.
Who it serves — Noonday leadership and print shop management
- Executive leadership reviewing performance
- Print shop management watching cash and invoices
- Admins managing the QuickBooks connection
Features included
- Dashboard with monthly revenue, expenses, and category totals
- Cash-flow view with a running balance
- Invoices, transactions, and jobs screens
- Alerts page for items needing attention
- Sync history showing every refresh and its result
- QuickBooks connection managed in settings
- PDF report generation
How it works
- 1An admin connects the QuickBooks account once through a secure sign-in.
- 2The system pulls accounts, transactions, and invoices into its own database.
- 3Online order revenue and completed jobs are added to the picture.
- 4Totals are calculated by month and category and shown on the dashboard.
- 5Alerts surface anything unusual; sync history records each refresh.
What runs automatically
- A scheduled sync endpoint refreshes QuickBooks data without anyone clicking a button
- Financial totals and cash-flow running balances are calculated automatically
- No AI and no email sending in this tool
Notes for leadership
Not published yet. Access is admin-only.