Help centre
Short, specific guides, written from the product, not a generic manual
Bookkeeping
- Add a transaction by hand
- Approve a bill
- Attach a receipt to a bank charge
- Auto-categorize a vendor with rules
- Cancel a bill you already approved
- Categorize bank transactions
- Connect a bank or add a statement
- Connect Square, PayPal or Stripe
- Connect your Shopify store
- Count your stock and post the adjustment
- Declare and pay dividends
- Download your reporting pack
- Duplicate bills, and vendors that send a bill plus a receipt
- Enter opening balances
- Enter your accountant's year-end adjustments
- Find the GST/HST worksheet
- Fix a statement that doesn't tie
- Foreign-currency bank and card accounts
- 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
- Match a customer deposit to an invoice
- Pay several bills with one payment
- Pay someone back
- Point a posting category at your own account
- Post a manual journal entry
- Proformas and supplier deposits
- Read the AP and AR aging reports
- Read the Books Health panel
- Read your Balance Sheet
- Read your Cash Flow statement
- Read your General Ledger
- Read your Profit and Loss
- Read your Trial Balance
- Receipts vs bills
- Reconcile a month
- Record a bill you paid personally
- Record a credit-card payment
- Record a customer credit from a deposit
- Record a customer refund
- Record a GST/HST payment from the bank line
- Record a GST/HST refund from the CRA
- Record a PST remittance to the province
- Record money that settles a balance your books already carry
- Record owner salary and remittances
- Record when you last counted stock
- Recurring charges with no bill
- Review possible duplicates after connecting a bank
- Rules for a supplier's bank charges
- See everything about a vendor
- 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
- Switch from another accounting system
- Track mileage
- Two ways to track the cost of your stock
- Upload a bill or receipt
- Work out the tax when you only have the total
- Work with the chart of accounts
- Your books changed after you filed
- Your books don't match the bank
Ecommerce
Invoicing
- Attach a source document to an invoice
- Create a quote and convert it to an invoice
- Create an invoice
- Create an invoice from an uploaded document
- Delete, archive, or cancel a job
- Email an invoice to your client
- Invoice a job's unbilled work
- Log hours against a job
- Record a payment on an invoice
- Send invoices and record payments from your phone
- Set up recurring invoices
- Track a job's costs, budget, and quote
Settings
Ask a bookkeeping question
Can't find it? Ask. We answer real questions from real Canadian small businesses