Search our knowledge base or browse categories below to find answers to your questions.
Installation, first company setup, and essential configuration to get up and running quickly.
5 articlesUnderstand your financial overview and use quick action buttons for common tasks.
4 articlesSet up and manage your account structure, create sub-accounts, and organize your books.
6 articlesRecord journal entries, write checks, make deposits, and manage all your transactions.
8 articlesManage your customers, vendors, track balances, and maintain contact information.
5 articlesCreate professional invoices, track payments, send reminders, and manage receivables.
8 articlesCreate invoices for multiple customers at once. Perfect for dues, memberships, and group billing.
8 articlesCreate professional estimates, track acceptance, and convert to invoices with one click.
7 articlesRecord customer payments, manage undeposited funds, and create bank deposits.
5 articlesGenerate financial statements, profit & loss, balance sheet, and custom reports.
10 articlesMatch transactions with bank statements and keep your books accurate.
4 articlesTrack billable hours, manage projects, and invoice clients for your time.
5 articlesRun payroll from Gusto, ADP, Patriot, OnPay, Square, or any provider and import journal entries in one click.
9 articlesWork with multiple currencies, set exchange rates, and manage international transactions.
4 articlesProtect your data with automatic backups and learn how to restore when needed.
3 articlesManage users, roles, permissions, company settings, and system configuration.
6 articlesTask management for deadlines, tax filings, payroll, reconciliations, and accounting workflows.
4 articlesSet it and forget it. Automatic backups, monthly report generation, and bank feed syncing.
5 articlesProfessional tools for accountants managing multiple client companies.
5 articlesMulti-company financial reports: trial balance, comparative P&L, client summary.
7 articlesManage business debt with automated amortization schedules and one-click payment recording with principal-interest journal entries.
7 articlesInvoice customers incrementally against estimates. Monitor billed amounts, retainage holdbacks, and outstanding balances.
6 articlesAutomated quality checks for every client. Color-coded dashboards surface reconciliation gaps, stale activity, and overdue items.
6 articlesEnforce review and sign-off before journal entries post to the ledger. Configurable rules, reviewer comments, and complete audit history.
7 articlesCapture business-specific data directly on invoices, bills, estimates, customers, vendors, and transactions with eight flexible input types.
7 articlesImport your complete QuickBooks history - invoices, payments, bills, and more.
6 articlesImport CSV, Excel, and PDF bank statements. Smart transaction matching workflow.
9 articlesHow BizBooks Pro securely connects to your bank using Teller. Your credentials are never stored.
4 articlesAI-powered setup wizard with personalized account recommendations for your business.
8 articlesSmart automatic detection with user-controlled closing. Close your books with confidence.
6 articlesStep-by-step installation guide for Windows
Set up your company profile and chart of accounts
How to create manual double-entry transactions
Step-by-step guide to invoicing customers
Match transactions with your bank statement
Generate your profit & loss report
Can't find what you're looking for? Our support team is here to help.
support@bizbooks.pro