Web Dashboard: Manage on both PC & Mac

A critical part of the InvoiceASAP system is the Web Dashboard.

This is where you access all the data you created with the InvoiceASAP mobile app, and where you manage your InvoiceASAP account.

The Web Dashboard is necessary for:

• Team management

• Company management

• QuickBooks sync

• Reporting

You can also create and edit invoices & estimates here. 

Any changes made on the Web Dashboard will automatically sync back to the InvoiceASAP app on your phone.

 

1.  To access the Web Dashboard, open a browser and log into InvoiceASAP

This is what the Web Dashboard looks like.

 

2.  The right of the screen contains a summary of how your business is doing for the current calendar year.  The default date range is YTD.

 

3.  You can change this screen to view by month if you want.  Simply change YTD to Month and select the month you want to view.

 

4.  If you're more a data person, then you can change Graphs to Data.

 

5.  Now you can see the numbers for your business.  Like with the graphs, you can switch between YTD or Month.

 

6.  The left navigation allows you to view/manage other areas of your account.

 

A frequently asked question about the Web Dashboard is whether changes made here transfer back to the app.

The answer is yes.

Since your InvoiceASAP data is saved in our cloud, any changes you make here are reflected in the mobile app, and vice-versa.

 

What is the Cloud?

In short, the cloud is secure, data storage accessible via an internet or wifi connection.

A common misconception about the mobile app is that your data is stored only on your mobile device.  While any invoices/products/etc. that you create in the app are indeed saved on your device, we take the extra step to back up and sync your data to our secure servers.  Using this common storage, any additional devices you use to log into InvoiceASAP  -- whether phones, tablets, or computers -- have the most up-to-date information and stay consistent across your account.

The way this works is simple:  whenever you make a change in either the mobile app or the Web Dashboard, the data is securely copied to the InvoiceASAP Cloud.   The cloud then notifies any other devices attached to your account of the changes and updates the data accordingly.

Meanwhile, Quickbooks Online or QuickBooks Desktop interfaces directly with the data in the InvoiceASAP Cloud.  Changes you make in the InvoiceASAP mobile app or Web Dashboard also are sent through the cloud and into your accounting software.

The Web Dashboard is a powerful tool for working with your business data and managing your account.  With the InvoiceASAP Cloud, all of your data stays secure and consistent across all your devices.