Answers for every stage of your books.
Browse step-by-step guides, tax explanations, and reporting tips built for Canadian businesses.
Getting started
Set up your company, taxes, and core data quickly.
- Getting started checklist
- Import customers and vendors
- Create your first invoice
Invoicing & payments
Create, send, and reconcile invoices with Canadian tax rules.
- Create your first invoice
- Send and track invoices
- Record payments
- Recurring invoices
Expenses & mileage
Track expenses, receipts, and business travel.
- Record expenses and receipts
- Track mileage trips
Taxes & compliance
Stay ready for CRA filings with clean tax coding and exports.
- Set up tax rates
- Tax summary for filings
Reports & exports
Pull the reports your accountant and lenders need.
- Export reports and data
- Balance sheet, P&L, and cash flow
Team & settings
Invite owners, staff, and accountants with the right permissions.
- Invite team members and roles
- Billing and subscription
Articles & guides
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Getting started checklist
Set up your company, taxes, and data in under 20 minutes.
Import customers and vendors from CSV
Use templates to bring data in cleanly and avoid rework.
Create your first invoice
Build a CRA-ready invoice with taxes and clear due dates.
Send and track invoice status
Understand invoice states and keep receivables current.
Record payments against invoices
Apply full or partial payments and keep totals accurate.
Create recurring invoices
Automate billing schedules with consistent tax settings.
Record an expense and attach a receipt
Capture expenses with tax details and audit-ready receipts.
Track mileage trips
Log business travel and export mileage reports.
Set up tax rates and defaults
Configure GST, HST, or PST rates for accurate billing.
Use tax summary reports for filings
Prepare tax filings with accurate collected and paid totals.
Export reports and data
Share reports with accountants or keep secure backups.
Invite team members and assign roles
Give owners, staff, and accountants the right access.
Manage billing and subscription
Update payment methods and change plans.
Popular guides
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Save time with curated walkthroughs for the tasks our customers ask about the most.
FAQ
Quick answers.
Can't find what you need? Search the library or reach out to support.
How do I import data from another system?
Use the Import button on Customers, Vendors, Invoices, or Expenses. Download the CSV template first to match the required fields.
Where do I update invoice branding and numbering?
Go to Settings > Invoice to upload your logo, letterhead, and adjust invoice defaults.
How do I invite my accountant or staff?
Open Settings > Team and invite them by email. Choose the role that matches their access needs.
How do I export reports for my accountant?
Use Reports to run P&L, cash flow, tax, or aging, then export CSV, Excel, or PDF. For full backups, use Settings > Backup.
Where do I manage billing and plan changes?
Visit Settings > Billing to update payment methods, change plans, and review seat usage.