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Articles on:Accounting
Your chart of accounts, journal entries, account registers, deposits, and the rules that categorize for you.

Categories

  • Getting started
  • Copilot
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  • Banking and transactions
  • Invoicing and bills
  • Accounting
  • Inventory
  • Reports
  • For bookkeepers
  • Workspace and setup
  • Account and billing
  • Personal
  • Categorization rules: teach it once
    Decide a merchant once and have every future transaction filed the same way.Some readers
  • Post an adjusting journal entry
    Post a balanced debit and credit, then correct, adjust or reverse a posted entry with its history kept.Some readers
  • Build and edit your chart of accounts
    Add accounts, nest sub-accounts, rename, retire, or merge. Type and Detail type stay editable after posted history, with a preview of what your reports would move.Some readers
  • How to record a loan
    Create the loan liability, book the proceeds deposit to it, and split each payment into principal and interest.Some readers
  • Open an account register
    The ledger behind one account, with a running balance and the C and R reconciliation marks.Few readers
  • Group payments into one bank deposit
    Group the payments you are holding into the single line your bank actually shows.Few readers
  • Activity: a month of what happened to the books
    Review a month of what your rules filed, what people changed, what was approved, and put a change back with Undo.Few readers

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