Help Center / Books
Books help
Accounting your accountant will like.
Getting started
Key tasks
- Create and send an invoiceBill a customer, email the invoice with a PDF, and follow it until it is paid.
- Record a payment you receivedMark one or more invoices as paid, and keep any extra amount as credit for the customer.
- Add a customerCreate a customer with their contact, GST and address details so invoices fill in automatically.
- Record an expenseRecord money your business spent, choose where it was paid from, and bill it to a customer if needed.
- Add a bank account and reconcile itAdd a bank or card account, import your statement, match each line to your books, and reconcile.
- Run a reportOpen a report, set the dates, export it, save your own version and keep favourites.
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