Help center
Each guide is the clicks in order. Play the steps on a guide, or ask Support to do the move-over with you.
- Move your books overThe short path from a new login to a bank, a client list, and an invoice that sends itself.About 20 min
- Connect a bank or cardHow to attach checking, savings, and credit cards, and what to do when a bank will not connect.About 8 min
- Import clientsUpload a spreadsheet or a photo of the list, map the columns, and fix addresses that arrived as one line.About 10 min
- Send the same invoice every monthPool cleaning, landscaping, and any flat monthly rate. Set it once and both client emails get it.About 8 min
- Snap a receiptPhotograph or upload a receipt and attach it to the bank line.About 5 min
- Categorize transactionsCategory Scan suggests categories. A rule remembers the ones you want repeated.About 8 min
- Keep household spending off the businessPersonal is your free personal account, not a company. It is not where you invoice clients.About 4 min
We'll move you over
If the software is the easy part and the setup is the hard part, ask for a move-over. Support connects the path with you: banks, the client list, and the first repeating invoice.
- A screen-share to connect the business bank and cards. You still approve the bank login. We never ask for that password.
- Import the client spreadsheet, map the columns, and split addresses into street, city, state, and ZIP.
- Set the monthly, quarterly, twice-a-year, or yearly invoice so both client emails get it.
- A pass through receipts, categories, and where to ask the AI Bookkeeper.
The software stays $39 a month. Move-over is a separate one-time setup. Support confirms the fee with you before anything is charged.