Bookkeeping

+4
42 articles in this collection
Written by Alexa, Miji Zhou, and Travis Fortney and 4 others

Discounts: How to customize discounts, and view on your Profit & Loss report

Written by Alexa
Updated over a week ago

What Happens If I Disconnect My Synced Bank Account?

Written by Miji Zhou
Updated over a week ago

What are the online payment options with 17hats?

Written by Alexa
Updated over a week ago

How do I create a HAR file?

Written by Alexa
Updated over a week ago

How do I find my bank?

Written by Travis Fortney
Updated over a week ago

How do I manage my payments?

Written by Betty Fleming
Updated over a week ago

How Do Category Auto-Suggestions Work?

Written by Jeff
Updated over a week ago

How do I add custom bookkeeping categories?

Written by Jeff Haynes
Updated over a week ago

How do I categorize bookkeeping transactions?

Written by Jeff Haynes
Updated over a week ago

Why is my bank not connecting or updating automatically?

Written by Alexa
Updated over a week ago

How Do I Manually Add a Bank Account?

Written by Alexa
Updated over a week ago

How Do I Manually Record Expenses?

Written by Alexa
Updated over a week ago

Importing Older Bank Transactions

Written by Alexa
Updated over a week ago

Bank Account: Manual Refresh

How do I manually refresh my bank account in 17hats?
Written by Alexa
Updated over a week ago

How do I export my 17hats Bookkeeping to QuickBooks Desktop?

Written by Alexa
Updated over a week ago

Quickbooks Self Employed Version

Can I use 17hats with the Quickbooks Self Employed Version?
Written by Alexa
Updated over a week ago

How often are transactions imported from my linked bank account?

Written by Australia K.
Updated over a week ago

Bookkeeping: Login Error

What does, "Login error - User needs to complete USP conversion at FI website" mean?
Written by Alexa
Updated over a week ago

Banking Passwords: Characters Accepted by 17hats

What characters can I use in my online banking password when connecting my bank to 17hats?
Written by Alexa
Updated over a week ago

What is the Profit and Loss report in 17hats?

Written by Jeff Haynes
Updated over a week ago

Quickbooks: Canada or UK Account

Can I connect 17hats to my Canada or UK Quickbooks account?
Written by Alexa
Updated over a week ago

How should I handle gratuities in 17hats?

Written by Jeff
Updated over a week ago

How do I connect my Barclays UK Bank account to 17hats?

Written by Alexa
Updated over a week ago

How do I connect my HSBC UK account to 17hats?

Written by Alexa
Updated over a week ago

Invoice Payments: Undeposited Funds (Quickbooks Online)

Why do synced invoices from 17hats show up under "Undeposited Funds" in Quickbooks Online?
Written by Alexa
Updated over a week ago

17hats: Quickbooks Online Integration

Written by Alexa
Updated over a week ago

How do I sync my invoice number from 17hats to Quickbooks Online?

Written by Alexa
Updated over a week ago

17hats Invoicing & Bookkeeping

How does 17hats invoicing and bookkeeping work?
Written by Alexa
Updated over a week ago

"Script Not Written Yet" Error

What does the warning "Script not written yet?" mean when I try to connect my bank?
Written by Alexa
Updated over a week ago

MFA 303 Error

What does MFA 403 error mean when I try to connect my bank?
Written by Alexa
Updated over a week ago

How do I categorize payments deposited into my bank?

Written by Jeff Haynes
Updated over a week ago

How can I rename my bank account?

Renaming a bank account that has already been added to 17hats
Written by Alexa
Updated over a week ago

Connect Key Bank to 17hats

What do I do if I'm having trouble connecting to Key Bank?
Written by Alexa
Updated over a week ago

How do I record a payment manually?

Written by Jeff Haynes
Updated over a week ago

"Your institution returned zero accounts associated with your login"?

What does it mean when I try to connect my bank and see "Your institution returned zero accounts associated with your login"?
Written by Alexa
Updated over a week ago

Connecting to a bank: Error Code 192

What does Error Code 192 mean when trying to connect my bank?
Written by Alexa
Updated over a week ago

How do I apply a bookkeeping transaction to an invoice?

Written by Jeff Haynes
Updated over a week ago

Quickbooks Warning Messages

Why did I get a warning message when trying to sync my invoices to Quickbooks Online?
Written by Alexa
Updated over a week ago

Aged Receivables Report

Written by Jeff Haynes
Updated over a week ago

Upcoming Receivables Report

Written by Jeff Haynes
Updated over a week ago

How do I connect my bank account to 17hats?

Written by Jeff Haynes
Updated over a week ago

Sales Tax Report

Written by Jeff Haynes
Updated over a week ago