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Articles on:Getting started
Set up your workspace, connect your bank, and see how BooksGPT keeps your books current.

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  • Getting started
  • Copilot
  • Switch to BooksGPT
  • Banking and transactions
  • Invoicing and bills
  • Accounting
  • Inventory
  • Reports
  • For bookkeepers
  • Workspace and setup
  • Account and billing
  • Personal
  • Get started with BooksGPT
    Set up your workspace, bring in your transactions, review them, and read your first Profit & loss.Popular
  • Why your dashboard or P&L shows $0
    Your data is fine. Transactions count in reports once you review them. Here is how to confirm them in one click.Few readers
  • Read your Panel dashboard
    Panel is the one-page summary of how the business is doing. It answers four questions a bookkeeper asks first: how much did we earn, how much did we spend, how much cash do we have, and how much are customers still owing us. Every number links to the full report behind it. Open Panel Home opens on Chat. Click Panel beside it, or open All pages in the left sidebar, then click Daily work and Panel. ![Panel on Last 30 days: the date rFew readers

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