Dealership accounting built into your DMS: P&L statement, Balance Sheet, General Ledger, Deal Profitability, AR Aging, Financial Ratios, Budget vs Actual, Accounting Periods, and QuickBooks sync — all inside Desk2Deal, no separate software.
Every completed deal flows straight into your books. Front-end gross, back-end gross, and total net profit are calculated automatically and roll up into your P&L, with PVR metrics per deal, per salesperson, and per location.
The pre-configured Chart of Accounts uses six dealership-specific categories — Assets, Liabilities, Equity, Revenue, COGS, and Expenses — organized hierarchically with parent and sub-account support.
AR Aging tracks receivables in 30/60/90+ day buckets so overdue accounts surface before they become write-offs, and accounting periods close sequentially to keep every month audit-locked.
For dealers who file through an accountant, the QuickBooks integration syncs your Desk2Deal books out for tax preparation — use Desk2Deal as the operational front-end and QuickBooks for filing.
Key Features & Benefits
- Profit & Loss — Automated P&L with Revenue, COGS, Gross Profit, Operating Expenses, and Net Income — updated in real-time from deals.
- Balance Sheet — Current Assets, Fixed Assets, Current Liabilities, Long-Term Debt, and Equity. Shows 'Balanced ✓' status and CSV export.
- Deal Profitability — Front-end gross, back-end (F&I) gross, total net profit per deal. PVR metrics vs industry targets.
- Bookkeeping — 5 nested tabs: Expenses, Income (auto-fill from deals), Vendor management, Categories, and Inventory cost basis.
- General Ledger — Complete GL with journal entries: ID, Date, Description, Type, Category, Status, and QuickBooks sync status.
- AR Aging — 5-column aging: Current, 31-60, 61-90, 90+ days, and Total AR. Color-coded summary with customer breakdown.
- Financial Ratios — 4 ratio groups: Liquidity, Efficiency, Profitability, and Dealer PVR — all color-coded against targets.
- Budget vs Actual — Departmental budgets vs actual performance. Variance amounts and percentages, color-highlighted.
- Cash Flow — 3-section statement: Operating Activities, Investing, Financing. Beginning/ending cash cards.
- Trial Balance — Account Code, Name, Type, Debit, Credit columns. 'Balanced ✓' or 'Out of Balance' status.
- Accounting Periods — Grid of 12 monthly cards with Close/Reopen actions. Sequential closing enforced. Clean audit trail.
- QuickBooks Sync — Two-way integration: push deals & expenses, pull accounts & vendors. Every ledger entry shows sync status.
Frequently Asked Questions
What accounting features does Desk2Deal include?
Desk2Deal includes 13 accounting modules: Overview dashboard, Bookkeeping (expenses, income, vendors, categories, inventory), P&L Statement, Balance Sheet, Cash Flow, Deal Profitability (front-end vs back-end), Trial Balance, AR Aging, Financial Ratios, Accounting Periods (month-end close), Budget vs Actual, Chart of Accounts, and General Ledger — all built into the DMS.
Can I sync with QuickBooks?
Yes. Desk2Deal integrates with QuickBooks Online with two-way sync. Push deals, expenses, and income to QuickBooks; pull customers, accounts, and vendors back. Every GL entry shows its QuickBooks sync status (✓ synced or — pending).
How does deal profitability tracking work?
Every completed deal automatically calculates front-end gross (vehicle profit), back-end gross (F&I products, reserve income), and total net profit. Results display per deal, per salesperson, per deal type, and per location — with PVR (Per Vehicle Retailed) metrics compared to industry targets.
Is there a Chart of Accounts?
Yes. Desk2Deal includes a pre-configured Chart of Accounts with 6 dealership-specific categories: Assets (1xxx), Liabilities (2xxx), Equity (3xxx), Revenue (4xxx), COGS (5xxx), and Expenses (6xxx). Accounts are organized hierarchically with parent/sub-account support.
Can I manage accounting periods?
Yes. The Periods tab shows a grid of 12 months. You can close and reopen periods sequentially — closing a period locks all transactions in that month to maintain audit integrity.
What are the financial ratios?
The Ratios tab calculates 4 ratio groups: Liquidity (Current Ratio, Quick Ratio), Efficiency (Inventory Turnover, Days to Sell), Profitability (Gross Margin, Net Margin, ROA), and Dealer-Specific PVR (Front-End, Back-End, Total PVR). Each metric is color-coded green/yellow/red against industry targets.
Do I still need separate accounting software?
For many independent dealers, Desk2Deal's built-in accounting is sufficient. For larger operations or franchise requirements, the QuickBooks integration lets you use Desk2Deal as your front-end and sync to QuickBooks for tax filing.