Help center
Help center
Find setup guidance, workflow instructions, and answers to common accounting questions.
Search help articles
Getting started and onboarding
Set up your first business, defaults, and account structure.
Create your first business
Use onboarding to select business type, fiscal year start, and chart-of-accounts defaults. If you skip fields, you can complete them later in Settings.
Choose the right business type template
Pick the template closest to your day-to-day work. The template only controls initial account suggestions and can be customized later.
Switch between businesses
Use the business switcher in the top bar. All lists, reports, and totals are scoped to the active business.
Chart of accounts and categorization basics
Keep expense and income categorization consistent over time.
Understand chart of accounts categories
Revenue accounts track money in. Expense accounts track costs. Asset and liability accounts support cash, receivables, payables, and cards.
Categorize expenses with confidence
Use smart suggestions as a starting point, then confirm or change before saving. Suggestions never persist values until you submit the form.
Use saved reconciliation rules
In Reconciliation, create rules like description contains 'NETFLIX' to suggest a category. You can review and apply the suggestion before creating the expense.
Invoices, reminders, and late fees
Create invoices, collect payment, and follow up on overdue balances.
Invoice lifecycle from draft to paid
Draft invoices become sent when you send them manually or through bulk send. Payments update status and outstanding amounts automatically.
Send reminders to overdue clients
Use invoice-level reminders or bulk reminder actions for selected sent/overdue invoices with eligible client emails.
Configure late fee behavior
Set late-fee defaults in Settings and review reminders before sending so clients receive consistent, policy-aligned follow-ups.
Time tracking and project workflows
Track billable work and analyze project performance.
Track time with timer or manual entry
Use the live timer for active work and manual entries for backfilling. Include client, project, rate, and notes for cleaner billing records.
Review project-level billable totals
Open Projects to see total time, billable amount, status, and budgets. Project detail pages show linked time entries and summary metrics.
Use bulk actions on time entries
Select multiple entries and mark them billed in one step to reduce repetitive updates before invoicing.
Reports, taxes, and exports
Understand financial outputs and prepare records for filing.
Run the core financial reports
Use profit and loss, balance sheet, and supplemental reports from the Reports area. Forecast pages show cash outlook assumptions and projections.
Prepare for quarterly and annual tax work
Keep expense categories and tax mappings clean during the year to reduce end-of-period cleanup and improve estimate accuracy.
Export data and backups
Use settings/data export tools for CSV and backup packages when sharing records with an accountant or migrating systems.
Account, billing, and integrations
Manage access, subscriptions, and external services.
Secure your account access
Enable MFA, keep recovery options current, and use strong unique passwords for owner/admin users.
Choose and manage your billing plan
Billing supports subscribe, upgrade with proration, and downgrade-at-renewal flows. Plan limits control business count.
Configure Stripe and email integrations
Set Stripe keys and price IDs for checkout and payment features. Configure SMTP to send invoice and reminder emails reliably.