- Getting Started
How does it work?
Just upload your receipts and documents to our chat system and see your bookkeeping done usually within hours.
What is a transaction?
A transaction is a journal entry with its own journal id. Any purchase or sale would usually only need one transaction unless you bought or sold on credit. You'd be able to view all the journals in the ledger. For a better understanding of what a journal entry is, you can check out this link: Journal Entry Basics
How do I upload documents?
You can easily upload files through our chat system. Just send the file with along with a short description and we will take care of the rest. You can find the chat in the bottom right corner.
What types of file do you accept?
Most common files, such as jpg, png, or pdf will be able to work with our accounting system. If you don't know for sure, you can always ask the account managers. We will try our best to find a way to integrate.
What is CRM?
Customer relation management, or CRM, is used by companies to manage their customers. Our CRM is able to store basic information about your customers, such as phone number, email, and addresses, and can integrate with other parts of the accounting system, such as accounts receivable, for customers who buy on credit.
How does your inventory tracking work?
The inventory tracking is the newest part of our system. When you add products into our system, you can choose whether or not you'd like to use the inventory tracking feature. If you did, you can view report on the amount of inventory you have based on your filter (dates and items).
What reports are available to me?
The following reports are available to you: balance sheet, income statement, inventory report, ledger, sales report, purchases report, aged accounts receivable, aged accounts payable, bank report, customer statements, vendor summaries, sales summary, employee report, and trial balance. We will also add more reports in the future.
How to manage employees?
You can store employee information in our system under the employee tab in the sidebar. You can also attach employees to sales and purchases. You can see all the sales and purchases of any employee in the employee report.
What plan should I be on?
If you don't have any accounting history, than you would be starting with our Seed Plan. You can view how many transactions you have used in the current month in your Profile. We will also contact you if your accounting needs have changed.
What if my bookkeeping needs fluctuates?
Our account managers will automatically downgrade you if your bookkeeping needs are less than the plan you are enrolled in. A notification will be send to you to ask you to authorize any upgrade the account managers suggest. You can also pre-approve plan upgrades.
What if I need to pause my subscription?
Is your business seasonal? Just let your account manager know and he/she will pause your subscription. Your account will still be available for viewing. When you are ready to return to business, the process is the same. The charges to your card will stop on the day you pause account.
How do I cancel?
Go to profile->account settings->cancel. Charges will stop immediately on the date of your cancellation and all your data will be organized and send to you within 1-2 business day.