> ## Documentation Index
> Fetch the complete documentation index at: https://zenofirm.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Work in the firm workspace

> Prepare and review bookkeeping work for your QuickBooks Online clients from one workspace.

<div className="zeno-intro">
  <p className="zeno-eyebrow">QuickBooks Online · In your browser</p>
  <p>Use your assistant to prepare the bookkeeping. Use the Zeno console to see what needs attention, check the evidence, and approve the proposed entries.</p>
</div>

<span id="start-here" />

## New to the workspace?

[Set up your first company](/docs/cloud/getting-started): create a workspace,
connect your AI assistant, then authorize QuickBooks Online. If your firm
already uses Zeno, ask its owner to invite you with the right
[role and client access](/docs/cloud/team).

<span id="what-zeno-owns" />

## Pick up the work

<CardGroup cols={2}>
  <Card title="Code a bank or card statement" icon="building-columns" href="/docs/cloud/bank-feeds">
    Import transactions, check for entries already in the books, and prepare the rest for review.
  </Card>

  <Card title="Process bills and receipts" icon="inbox" href="/docs/cloud/documents">
    Upload or forward documents, assign the company, and prepare a plan from the evidence.
  </Card>

  <Card title="Review an expense claim" icon="receipt" href="/docs/cloud/expenses">
    Check the receipt and business purpose, then approve the claim or send it back.
  </Card>

  <Card title="Review a posting plan" icon="clipboard-check" href="/docs/cloud/governed-work">
    Check proposed entries, hold back lines that need work, and verify what posted.
  </Card>

  <Card title="Import a spreadsheet" icon="file-import" href="/docs/cloud/imports">
    Map the columns and review the proposed batch before it reaches QuickBooks.
  </Card>

  <Card title="Get an answer from a client" icon="comments" href="/docs/cloud/client-questions">
    Record the question and track the answer with the work it belongs to.
  </Card>
</CardGroup>

## Find what needs attention

Start on [**Today**](/docs/cloud/console#today) for work across the firm. Open a
client to check its connection and sync status. For repeat jobs,
[set up recurring work](/docs/cloud/cadence) and choose the
[notifications](/docs/cloud/notifications) you need.

<span id="what-remains-in-the-ledger" />

## Know where the records live

QuickBooks remains the accounting record for transactions, balances, and
reports. Zeno stores documents, proposed plans, review decisions, coding
rules, and the history of its work. Its synced copies help the assistant
search the books; check [connection freshness](/docs/cloud/connections) when an
answer appears out of date.

<span id="bring-your-own-agent" />

To use Claude, ChatGPT, or another client with this workspace,
[connect your AI assistant](/docs/cloud/clients).

Working with a company file on Windows? Use the
[QuickBooks Desktop guide](/docs/quickbooks-desktop).


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