Bookkeeping

Alexa avatar Jack Donahue avatar Travis avatar +4
42 articles in this collection
Written by Alexa, Jack Donahue, Travis and 4 others

Image & PDF Viewer

Previews of Images/PDFs in 17hats + Receipts for Transactions
Alexa avatar
Written by Alexa
Updated over a week ago

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

Alexa avatar
Written by Alexa
Updated over a week ago

What Happens If I Disconnect My Synced Bank Account?

Jack Donahue avatar
Written by Jack Donahue
Updated over a week ago

What are the online payment options with 17hats?

Alexa avatar
Written by Alexa
Updated over a week ago

How do I create a HAR file?

Alexa avatar
Written by Alexa
Updated over a week ago

How do I find my bank?

Travis avatar
Written by Travis
Updated over a week ago

How do I manage my payments?

Betty Fleming avatar
Written by Betty Fleming
Updated over a week ago

How Do Category Auto-Suggestions Work?

Jeff avatar
Written by Jeff
Updated over a week ago

How do I add custom bookkeeping categories?

Jeff Haynes avatar
Written by Jeff Haynes
Updated over a week ago

How do I categorize bookkeeping transactions?

Jeff Haynes avatar
Written by Jeff Haynes
Updated over a week ago

Why is my bank not connecting or updating automatically?

Alexa avatar
Written by Alexa
Updated over a week ago

How Do I Manually Add a Bank Account?

Alexa avatar
Written by Alexa
Updated over a week ago

How Do I Manually Record Expenses?

Alexa avatar
Written by Alexa
Updated over a week ago

Importing Older Bank Transactions

Alexa avatar
Written by Alexa
Updated over a week ago

Bank Account: Manual Refresh

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

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

Alexa avatar
Written by Alexa
Updated over a week ago

Quickbooks Self Employed Version

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

How often are transactions imported from my linked bank account?

Australia K. avatar
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?
Alexa avatar
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?
Alexa avatar
Written by Alexa
Updated over a week ago

What is the Profit and Loss report in 17hats?

Jeff Haynes avatar
Written by Jeff Haynes
Updated over a week ago

How should I handle gratuities in 17hats?

Jeff avatar
Written by Jeff
Updated over a week ago

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

Alexa avatar
Written by Alexa
Updated over a week ago

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

Alexa avatar
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?
Alexa avatar
Written by Alexa
Updated over a week ago

17hats: Quickbooks Online Integration

Alexa avatar
Written by Alexa
Updated yesterday

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

Alexa avatar
Written by Alexa
Updated over a week ago

17hats Invoicing & Bookkeeping

How does 17hats invoicing and bookkeeping work?
Alexa avatar
Written by Alexa
Updated this week

"Script Not Written Yet" Error

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

MFA 303 Error

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

How do I categorize payments deposited into my bank?

Jeff Haynes avatar
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
Alexa avatar
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?
Alexa avatar
Written by Alexa
Updated over a week ago

How do I record a payment manually?

Jeff Haynes avatar
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"?
Alexa avatar
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?
Alexa avatar
Written by Alexa
Updated over a week ago

How do I apply a bookkeeping transaction to an invoice?

Jeff Haynes avatar
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?
Alexa avatar
Written by Alexa
Updated over a week ago

Aged Receivables Report

Jeff Haynes avatar
Written by Jeff Haynes
Updated over a week ago

Upcoming Receivables Report

Jeff Haynes avatar
Written by Jeff Haynes
Updated over a week ago

How do I connect my bank account to 17hats?

Jeff Haynes avatar
Written by Jeff Haynes
Updated over a week ago

Sales Tax Report

Jeff Haynes avatar
Written by Jeff Haynes
Updated over a week ago