How can we help you?

Search our knowledge base or browse categories below to find answers to your questions.

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Browse by Category

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Getting Started

Installation, first company setup, and essential configuration to get up and running quickly.

5 articles
📊

Dashboard & Quick Actions

Understand your financial overview and use quick action buttons for common tasks.

4 articles
🏦

Chart of Accounts

Set up and manage your account structure, create sub-accounts, and organize your books.

6 articles
📝

Transactions

Record journal entries, write checks, make deposits, and manage all your transactions.

8 articles
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Customers & Vendors

Manage your customers, vendors, track balances, and maintain contact information.

5 articles
📄

Invoicing

Create professional invoices, track payments, send reminders, and manage receivables.

7 articles
💰

Receiving Payments

Record customer payments, manage undeposited funds, and create bank deposits.

5 articles
📈

Reports

Generate financial statements, profit & loss, balance sheet, and custom reports.

10 articles
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Bank Reconciliation

Match transactions with bank statements and keep your books accurate.

4 articles
⏱️

Time Tracking

Track billable hours, manage projects, and invoice clients for your time.

5 articles
🌍

Multi-Currency

Work with multiple currencies, set exchange rates, and manage international transactions.

4 articles
💾

Backup & Recovery

Protect your data with automatic backups and learn how to restore when needed.

3 articles
⚙️

Administration

Manage users, roles, permissions, company settings, and system configuration.

6 articles
🧮

Accountant Tools

Professional tools for accountants managing multiple client companies.

5 articles
📊

Consolidated Reports

Multi-company financial reports: trial balance, comparative P&L, client summary.

7 articles
📥

QuickBooks Import

Import your complete QuickBooks history - invoices, payments, bills, and more.

6 articles
📅

Year-End Close

Smart automatic detection with user-controlled closing. Close your books with confidence.

6 articles

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support@bizbooks.pro