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Accounting

Categories, the cash basis, reconciling, bills, and reports, with sources.

12 articles

Categories and accountsThe difference between a financial account and a category, and how both fit the chart of accounts.
Cash basisIncome and expenses count when money moves. Bills and receivables count when they are paid.
Done and reconciledDone means that you checked a transaction. Reconciled means that the statement agrees.
Transfers, owner money, and loansMoney that moves between your accounts, money that you put in or take out, and loans.
Attachments and records to keepWhich supporting documents to keep, and for how long.
Bank and card statementsWhat a statement is, and why your books must agree with it.
Invoice designChoose the look of invoice PDFs, the business details, and how to pay.
Bills and receivablesRecord money that you owe and money that customers owe you, and their payments.
Reconcile an accountCompare an account with its statement, and verify the period.
Reports and analyticsThe five financial statements on the cash basis, drill-down, export, and analytics.
Vendors and tax remindersVendor payment totals and editable estimated tax reminders.
Activity, undo, and correctionsSee who changed what, undo changes safely, and correct posted entries.