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Bookkeeping
Bookkeeping
Learn more about how Bookkeeping works within 17hats
+1
31 articles in this collection
Written by
Jack Donahue,
Jeff Haynes,
Travis
and 1 other
The Basics
17hats Invoicing & Bookkeeping
How does 17hats invoicing and bookkeeping work?
Written by
Jeff Haynes
Updated over a week ago
How do I connect my bank account to 17hats?
Learn how to connect your bank or credit card account to 17hats to keep better track of your bookkeeping.
Written by
Jeff Haynes
Updated over a week ago
How Do I Manually Add a Bank Account?
Learn how to add a bank account for cash or checking transactions
Written by
Travis
Updated over a week ago
How do I categorize payments deposited into my bank?
Written by
Jeff Haynes
Updated over a week ago
How Do Category Auto-Suggestions Work?
Written by
Travis
Updated over a week ago
How should I handle gratuities in 17hats?
Written by
Travis
Updated over a week ago
Importing Older Bank Transactions
Written by
Travis
Updated over a week ago
Bank Account: Manual Refresh
How do I manually refresh my bank account in 17hats?
Written by
Travis
Updated over a week ago
Discounts: How to customize discounts, and view on your Profit & Loss report
Written by
Travis
Updated over a week ago
How do I record a payment manually?
Written by
Jeff Haynes
Updated over a week ago
How Do I Manually Record Expenses?
Written by
Travis
Updated over a week ago
Image & PDF Viewer
Previews of Images/PDFs in 17hats + Receipts for Transactions
Written by
Travis
Updated over a week ago
Connecting Your Bank Accounts
How do I connect my Barclays UK Bank account to 17hats?
Written by
Travis
Updated over a week ago
Reports
What is the Profit and Loss report in 17hats?
Written by
Jeff Haynes
Updated over a week ago
Sales Tax Report
Written by
Jeff Haynes
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
Bookkeeping Error Messages
MFA 403 Error
What does MFA 403 error mean when I try to connect my bank?
Written by
Travis
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
Travis
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
Travis
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
Travis
Updated over a week ago
FAQs
How can I rename my bank account?
Renaming a bank account that has already been added to 17hats
Written by
Travis
Updated over a week ago
Why is my bank not connecting or updating automatically?
Written by
Travis
Updated over a week ago
How do I categorize bookkeeping transactions?
Written by
Jeff Haynes
Updated over a week ago
How do I manage my payments?
Written by
Amanda Rae
Updated over a week ago
How often are transactions imported from my linked bank account?
Written by
Amanda Rae
Updated over a week ago
How do I add custom bookkeeping categories?
Written by
Jeff Haynes
Updated over a week ago
How do I create a HAR file?
Written by
Travis
Updated over a week ago
How do I apply a bookkeeping transaction to an invoice?
Written by
Jeff Haynes
Updated over a week ago
What Happens If I Disconnect My Synced Bank Account?
Written by
Jack Donahue
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
Travis
Updated over a week ago