FAQ
- How to Add an Expense Learn More
- How to Turn on/off Credit Transactions Learn More
- How to Manually add Credits to a User Learn More
- How to handle Advance Payments Learn More
- How to handle bounced checks/NSF? Learn More
- I already created a bank account, but I don't see where to add an opening balance Learn More
Accounting
- Bank Reconciliation 2.0 (Beta version - December 2024) Learn More
- Create Invoices (new in November 2024) Learn More
- Create and Manage Budgets Learn More
- Bulk deposit checks Learn More
- Reconcile your Bank Accounts with AI: BankSync (U.S. only) Learn More
- What is a 1099 and why are they important? Learn More
Payments
- Managing Bank Deposits in Bulk Learn More
- Credits Overview Learn More
- How to set up and print Checks Learn More
- How do I record a manual payment that was completed outside of the system? Learn More
- I see my bank account in my accounting, but I still can't accept payments Learn More
- How do I change my ePayment Limits? Learn More