QuickBooks Online Advanced · Advanced accounting
Evidence folio E.02 · Public-safe edition
Information architecture · Classification & reporting
Designing information architecture for advanced accounting workflows
I shaped advanced accounting workflows that help teams understand multi-dimensional classification, reporting, and decision-making inside a complex financial product.
Stage 02 · Structure
Classification had to feel clear, not heavier.
Advanced accounting becomes difficult when teams need to classify, compare, and report across multiple dimensions. The challenge was not only to expose more structure, but to make that structure understandable and useful.
The problem
Users need to understand what each classification means, how it affects reporting, and how to act with confidence—without absorbing unnecessary cognitive load.
My role
I shaped workflow concepts, information architecture, and interaction patterns that made dense classification and reporting workflows easier to understand, navigate, and act on.
Stage 03 · Prototype
The model became an interface people could reason through.
Four principles connected classification structure to the reporting decisions it ultimately shaped.
Make dimensions understandable
Help users see what each dimension means, how it relates to others, and where it shows up in their workflow.
Show structure in context
Surface classification and reporting structure where people need it — not as an abstract settings layer.
Reduce classification ambiguity
Clarify labels, relationships, and consequences so teams can classify with more confidence.
Support reporting confidence
Connect classification choices to reporting views and decision context people can evaluate.
Stage 04 · Evidence
From classification ambiguity to reporting confidence.
The design helped users understand not only where a classification belongs, but how that choice affects reporting, review, and downstream decision-making.
Dimensional classification grid
A structured view that helps teams see how classifications relate across multiple dimensions.
Reporting context layer
A layer that connects classification choices to the reporting views and decisions they affect.
Account structure model
An abstract model that makes hierarchy and relationships easier to understand at a glance.
Review and confirmation moment
A deliberate step where users can confirm classification before it affects downstream reporting.
Clarify the model
Make the underlying dimensions and relationships easier to understand.
Keep context close
Show classification choices alongside the reporting or decision context they affect.
Support review
Create moments where users can confirm structure before it shapes downstream reporting.
Withheld / NDA materialCustomer data, internal product screens, project dates, and unverified impact metrics remain omitted.
Stage 05 · Story
The abstract model stayed connected to real decisions.
Synthetic diagrams show the classification and reporting logic with generic labels— keeping the system legible without exposing confidential product UI.
Exhibit E.02a · Classification and reporting studies
How structure, context, and review can turn classification ambiguity into reporting confidence.
A public-safe model for making multi-dimensional classification easier to inspect.
How classification choices connect to reporting context and decision-making.
A simplified model for showing relationships without exposing product or customer data.
A checkpoint that helps users review classification before downstream reporting impact.
- Classification
- Synthetic category assignment
- Impact
- Reporting lens preview
- Review
- Pending confirmation
- Confirm
- Awaiting action
- Recorded
- Not yet saved