Companies in DarkLion represent legal business entities — an S-Corp, LLC, Partnership, Trust, or even a joint 1040 being tracked as a discrete entity. Each Company belongs to one Relationship and has its own documents, pipeline cards, bookkeeping connection, and portal presence.

Entity Types

  • 1040 — Joint individual return treated as an entity for tracking purposes.
  • S-Corp — S Corporation (1120-S return).
  • LLC — Limited Liability Company (may file as partnership, S-Corp, or disregarded entity).
  • Partnership — Partnership return (1065).
  • Trust — Trust or estate (1041).
  • Sole Proprietorship — Schedule C filer with business activity.
  • Other — Any other entity type.

Company Fields

  • Company Name
  • Entity Type — From the list above.
  • Relationship — Which household this entity belongs to.
  • Tax Year End — End of the fiscal year (e.g., 12/31 for calendar year filers).
  • Billing Method — How this company is billed for services.
  • Bookkeeping Service — Either Firm Manages or Client Prepared (see below).
  • Address — Business address (line 1, line 2, city, state, zip).

Bookkeeping Service Types

Firm Manages

Your firm handles the bookkeeping for this entity in QuickBooks Online. When set to Firm Manages:

  • Staff connects QuickBooks from the Bookkeeping tab on the Company record.
  • The Bookkeeping tab shows full sub-tabs: Close Package · Uncategorized · P&L Variance · Liability Health · Statements · Statement Calendar.
  • Staff can generate a Tax Prep package from the Docs tab: click Send to Tax Prep → DarkLion pulls P&L + Balance Sheet + Trial Balance from QBO → generates a branded PDF → saves to documents and fires the tax_financials_generated trigger.

Client Prepared

The client manages their own books. DarkLion gives the client an option in their portal to:

  • Connect QuickBooks Online — OAuth flow directly from the client portal.
  • Upload P&L and Balance Sheet PDFs — If they don't use QBO.

When the client submits their financials, they appear in the Company's Docs tab under "Uploaded by Client" and the client_financials_submitted trigger fires.

Connecting QuickBooks Online

  1. Open the Company record → click the Bookkeeping tab.
  2. If no QuickBooks account is connected, you'll see the full connect card.
  3. Click Connect QuickBooks — a QBO OAuth popup opens.
  4. Authorize DarkLion to access the QuickBooks company.
  5. The popup closes and the connection is live.

If the QBO token expires (tokens expire every 100 days), a red Disconnected badge appears on the Bookkeeping tab. Click Reconnect to re-authorize.

Company Detail Tabs

  • Overview — Summary, linked relationship, people with access.
  • Docs — Documents for this company, plus the Send to Tax Prep button.
  • Tax — Tax-specific fields and prior year data.
  • Bookkeeping — QuickBooks connection and bookkeeping tools.
  • Communication — Message threads related to this company.
  • Organizers — Any organizers sent for this entity.
  • Workflow — Active pipeline cards for this company.
  • Notes — Internal staff notes.

Portal Access

When a Company is created, portal access is automatically granted to all People in the same Relationship. Each person will see a tab for this company in their portal. No manual linking required.

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The Send to Tax Prep button (on the Docs tab for Firm Manages companies) is one of the biggest time-savers in DarkLion — one click pulls the full QBO trial balance, P&L, and balance sheet and generates a presentation-ready PDF ready to attach to the tax file.