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Short, specific guides, written from the product, not a generic manual
Bookkeeping
- Approve a bill
- Attach a receipt to a bank charge
- Auto-categorize a vendor with rules
- Categorize bank transactions
- Connect a bank or add a statement
- Connect Square, PayPal or Stripe
- Connect your Shopify store
- Declare and pay dividends
- Enter opening balances
- Enter your accountant's year-end adjustments
- Find the GST/HST worksheet
- Fix a statement that doesn't tie
- Hand your books to your accountant
- Import a bank statement
- Import your data from QuickBooks
- Lock a period
- Manage bank accounts and opening balances
- Match a bill to a bank transaction
- Pay several bills with one payment
- Pay someone back
- Post a manual journal entry
- Read the AP and AR aging reports
- Read the Books Health panel
- Read your Balance Sheet
- Read your Profit and Loss
- Receipts vs bills
- Reconcile a month
- Record a bill you paid personally
- Record a credit-card payment
- Record a customer refund
- Record orders paid outside your processor
- Record owner salary and remittances
- Review possible duplicates after connecting a bank
- See who the business owes
- Set up a new book
- Set up a recurring bill
- Snap a receipt with your phone
- Switch between cash and accrual reporting
- Track mileage
- Upload a bill or receipt
- Work with the chart of accounts
Ecommerce
Invoicing
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