In a chat, Haruno can look up a company's figures, statements, checks and ledger in the books. It reads them. It cannot change them, apart from a company's mapping when you ask.
Mac appAvailable
Windows appAvailable
You do not have to open a company's page to learn something about it. You can ask in a chat. Haruno looks the answer up in the books and tells you.
What you can ask
Ask in your own words. For example:
How much cash does each company have, and how long does it last?
Which companies have findings, and what are they?
What was Nimbus Biotech's operating expense in June compared with budget?
What do customers owe Harborline?
Which accounts are not on any statement line?
Haruno looks up the figures, the statements, the checks, the months that are closed, and the company's ledger. It can run read-only searches over the ledger when a question needs them. It says which month the books run through.
The books are the only source
Haruno answers from the books on this Mac. It does not read QuickBooks while you chat. The books hold what the last close put in them. A month that QuickBooks gained after the last one is not in the books until you Sync it and close it. The chat says which month its figures run through, and tells you to sync and close for a later month. See QuickBooks sync and Closing a month.
Ask Haruno buttons
Most cards on a company page have an Ask Haruno button, and each finding has Explain this finding. The button puts a ready-made question in the chat box, with the card's figures in it.
Nothing is sent. You read the question and send it.
You stay on the page. The chat docks beside it. It stays open as you move between pages until you close it. ⌥⌘0 shows and hides it.
A second press replaces a question you have not touched, and adds to one you have.
On a company's page, the chat opens in that company's own project. See Company projects.
Yes, when you ask. The company's page re-reads it when the turn ends
Read or change anything in QuickBooks
No
Send the questions for management
No. You copy or share them
Which chats get the books
A chat outside any project can read the whole portfolio.
A company's own project chat is held to that company. It cannot read another company, and says which company it reads if you ask about one.
A project chat also reads the companies that were read from annual reports in its project. See Annual reports in a project.
A scheduled task that runs by itself is not given the books. See Scheduled tasks.
Is it safe to ask?
Haruno works in an isolated space and only reads the books. Reports and drafts leave through an export or a copy. Nothing is sent to anyone for you.
What to tell a customer
The chat knows the books. A customer can ask a plain question and get the figure, the month it is from, and where it came from. If the answer is not in the books yet, Haruno says so and says what to do: sync and close.