Bookkeeping

Learn more about how Bookkeeping works within 17hats

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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