Practical guides for clearer books.

Moving your books, checking the bank or wrapping up the month? These short reads help you know what to check before you move on.

Moving your books? Start with these four checks

Get the starting balances right before you record anything new.

Check whether a payment is already in your books before you record it again.

Check the company, period and source records before you start mapping.

Finish the month knowing what is checked, what is open and who will follow up.

Pick a task in the help centre. We will walk you through what you need, what to do and how to check the result.