Guides

Step-by-step walkthroughs of the things you actually do in the product — connecting a channel, getting your costs in, working out why a number looks wrong.

Start with Setup if you are new. Each guide names the screens you will be on and the buttons you will click, and ends by telling you how to check it worked.

In this section

• Turn on Accounting
• Set up your chart of accounts
• Choose your posting accounts
• Keep your tax rates
• Review and reverse journal entries
• Check your books with the trial balance
• Check your marketplace settlements
• Find a financial report
• Import a bank statement
• Find your suppliers in your bank lines
• Forward bank alerts by email
• Post bank lines with rules
• Read your balance sheet
• Read your cash flow
• Read your profit and loss
• Send bank transactions from an automation
• Trace a balance with the general ledger
• Find your customers in your bank lines
• Read a profit report
• Record what your suppliers bill you
• Sell to a customer outside a marketplace
• Connect a marketplace
• Add your product costs
• Link listings to products
• Find the products that are distorting your profit
• Label your products