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The exact clicks to reach every screen, report and setting in BizBooks Pro.
Every menuInstallation, first company setup, and essential configuration to get up and running quickly.
5 articlesDescribe transactions to BizBuddy in everyday words, approve what it prepares, and pick the screen you open on.
NewUnderstand 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 articlesGST, HST, PST, and QST tax codes for every province — each tax tracked in its own payable account.
8 articlesRecord customer payments, manage undeposited funds, and create bank deposits.
5 articlesGenerate financial statements, profit & loss, balance sheet, and custom reports.
10 articlesEvery QuickBooks report and its BizBooks Pro equivalent by name, including grant tracking for nonprofits.
ReferenceMatch 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 articlesEarn the free BizBooks Pro Certified Bookkeeper credential: coursework, exam rules, and your public directory listing.
8 articlesProfessional tools for accountants managing multiple client companies.
5 articlesThe two ways an accountant can reach your books — a one-toggle relay or a direct VPN link where your data never crosses our servers — and how to remove access.
6 articlesFocused reference for the Tailscale VPN that BizBooks Pro uses for remote access: the URLs to bookmark, sharing, team invites, and the Windows tray icon fix.
7 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 articlesSee how fast your books run and how much you've tracked - measured live on your own data. A one-click speed check, no jargon.
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 articlesBank feeds, Stripe and PayPal, 1099 e-filing, QuickBooks migration - and how connections keep your books local.
14 articlesHow BizBooks Pro securely connects to your bank using Stripe. 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
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support@bizbooks.pro