A little guidance.
A clear next step.
Practical guides for your business, your practice, and the work in between.
Start with your workspace.
Browse by topic.
From the first connection to the last follow-up.
Time & timesheets
Set up your people, record hours, and export time. Enable timesheet approval if your firm needs a review step.
3 guidesGetting started
Choose your workspace and get ready for your first follow-up.
4 guidesInvoices & accounting
Connect QuickBooks, import a spreadsheet, and keep records clear.
6 guidesReminders & follow-ups
Prepare messages, approve them, and understand delivery.
3 guidesReplies & payments
Handle conversations, payment promises, and changing balances.
4 guidesTeam, access & security
Work with your team or bookkeeper and stay in control.
4 guidesPlans & billing
Understand your trial, subscription, and reminder allowance.
3 guidesAll guides, in one place.
27 guides
Invoice your firm work
Find unbilled client hours, prepare an invoice, and send it or sync it to your firm books.
Invoices & accounting · For bookkeepers · 2 min readRecord time and submit a timesheet
Use a timer, add individual entries, or fill in a week. Submit your hours when they are ready for review.
Time & timesheets · Both workspaces · 4 min readSet up your firm or company for time recording
Add people while keeping your firm and each client company separate.
Time & timesheets · Both workspaces · 4 min readReview, approve, and export recorded hours
Follow the correction history and prepare an approved-time export for your next step.
Time & timesheets · Both workspaces · 3 min readChoose the right workspace
Understand My business, Bookkeeping practice, and the people who can share each workspace.
Getting started · Both workspaces · 2 min readSet up your business
Go from signup to a workspace ready for your own invoices.
Getting started · For business owners · 2 min readSet up your practice and first client
Create your practice, add a company, and choose its invoice source.
Getting started · For bookkeepers · 2 min readFind your way around My business
Find customers, edit company details, and manage your accounting connection.
Getting started · For business owners · 1 min readStill need a hand?
Tell us which step you are on. We will help you find the next one.