Help centre
Answers, and a human when you need one.
Step by step
Walkthroughs for the things people do most often.
Getting started
Connecting your accounts and getting the books current.
Invoicing
Raising invoices, chasing them, and what happens when one is paid.
How to raise an invoiceDraft it, issue it, then send it. What each step does, what the statuses mean, and how to set an invoice to repeat.Read it Chasing an unpaid invoiceSeeing what is overdue, sending reminders yourself or on a schedule, promises and payment plans, and recording a payment that arrives another way.Read it
VAT
Preparing a return, checking the nine boxes, and filing it.
Your team
Inviting people, choosing what they can see, and taking access away.
Adding someone to your teamHow to invite somebody, what each access level can actually see and do, and how to take access away again.Read it Giving your accountant accessConnecting your accountant's firm or inviting one accountant yourself, and how to take access back when the engagement ends.Read it
Your account
Signing in safely, more than one company, and closing things down.
Managing more than one companyHow separate companies stay separate, switching between them, and what having several means for your bill.Read it Turning on two-factor sign-inSetting up an authenticator app, saving your recovery codes, and remembering a browser you trust.Read it Cancelling, refunds and your dataHow to cancel Personal or a Business company, what happens to your books afterwards, and how to get your data out or deleted.Read it
Common questions
Account & Billing
Personal
Business Pro
Security & Privacy
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