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Bookkeep Knowledge Base
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Account Setup
  • Account Setup
    • Organizations
    • Connecting apps
    • Connecting your accounting platform
    • Migrating to Bookkeep
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  • Accounting Platforms
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  • Accounting 101
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      1. Bookkeep Knowledge Base
      2. Account Setup
      • Account Setup
        • Organizations
        • Connecting apps
        • Connecting your accounting platform
        • Migrating to Bookkeep
      • Apps
        • Shopify
        • Square
        • Sezzle
        • Etsy
        • Paypal
        • Lightspeed
        • Stripe
        • Amazon Seller
        • Grubhub
        • Shift4Shop
        • Squarespace
        • WooCommerce
        • Treez
      • Accounting Platforms
        • Quickbooks Online
        • Xero
      • Accounting 101
      • Posting to Accounting
      • New Releases

      Account Setup

      Helpful articles on how to setup your account to begin automating your journal entries
      • Daily Summary Email
      • Get Started

      Organizations

      • Inviting Users
      • Creating a new organization
      • What is an organization?

      Connecting apps

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

      Migrating to Bookkeep

      • How to migrate to Bookkeep
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