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Bookkeep Knowledge Base
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Account Setup
  • Account Setup
    • Entities
    • Connecting apps
    • Connecting your accounting platform
    • Users
    • Migrating to Bookkeep
    • Onboarding
  • Apps
    • Shopify
    • Square
    • Sezzle
    • Etsy
    • Paypal
    • Lightspeed
    • Stripe
    • Amazon Seller
    • Grubhub
    • Squarespace
    • WooCommerce
    • Treez
    • Recurly
    • ChowNow
    • Blaze
    • Greenbits
    • BigCommerce
    • Walmart
    • eBay
    • PioneerRx
    • Toast
    • Clover
    • Meadow
    • MindBody
    • Korona POS
    • TouchBistro
  • Accounting Platforms
    • QuickBooks Online
    • Xero
    • Zoho Books
  • Accounting 101
  • Advanced
  • Billing
  • Posting to Accounting
    • Bookkeep AI
  • Sales tax
      Back to home
      1. Bookkeep Knowledge Base
      2. Account Setup
      • Account Setup
        • Entities
        • Connecting apps
        • Connecting your accounting platform
        • Users
        • Migrating to Bookkeep
        • Onboarding
      • Apps
        • Shopify
        • Square
        • Sezzle
        • Etsy
        • Paypal
        • Lightspeed
        • Stripe
        • Amazon Seller
        • Grubhub
        • Squarespace
        • WooCommerce
        • Treez
        • Recurly
        • ChowNow
        • Blaze
        • Greenbits
        • BigCommerce
        • Walmart
        • eBay
        • PioneerRx
        • Toast
        • Clover
        • Meadow
        • MindBody
        • Korona POS
        • TouchBistro
      • Accounting Platforms
        • QuickBooks Online
        • Xero
        • Zoho Books
      • Accounting 101
      • Advanced
      • Billing
      • Posting to Accounting
        • Bookkeep AI
      • Sales tax

      Account Setup

      Helpful articles on how to setup your account to begin automating your journal entries
      • Interactive Bookkeep Setup Demo
      • Get Started
      • Overview of Bookkeep: Demo Video
      • Daily Summary Email
      • Using Bookkeep with other Apps

      Entities

      • What is an entity?
      • Creating a new entity

      Connecting apps

      • App General Settings
      • Inviting owner to connect
      • Previewing your data without posting to accounting
      • Understanding your sources of financial data
      • App Settings to enable accurate postings
      • Connecting apps to your entity
      See more

      Connecting your accounting platform

      • Creating Accounts in your Accounting Platform
      • Mapping to your accounts
      • Connecting your accounting platform
      • Journal Entry Lines: Categories versus Subcategories

      Users

      • Bookkeep User Types
      • How to invite and delete users to your company and entities

      Migrating to Bookkeep

      • How to migrate to Bookkeep

      Onboarding

      • How does my free trial with Bookkeep work?
      • What is a company in Bookkeep?
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      knowledge.bookkeep.com
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