Canonical page: https://bokeping.com/help/

Markdown page: https://bokeping.com/help.md

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# How can we help?

Find answers, learn the essentials, and get back to business.

Popular topics[Bank connections](<https://bokeping.com/help/banking/connect-bank/>)[Invoices](<https://bokeping.com/help/sales/create-invoice/>)[Your Pro trial](<https://bokeping.com/help/account-settings/pro-trial/>)

## New to Bokeping?

Follow the essentials, or use the [first-day checklist](<https://bokeping.com/help/getting-started/first-day/>).

1.  [**Create your company**Set up your books](<https://bokeping.com/help/getting-started/create-company/>)
2.  [**Connect your bank**Bring in bank activity](<https://bokeping.com/help/banking/connect-bank/>)
3.  [**Send your first invoice**Start getting paid](<https://bokeping.com/help/sales/create-invoice/>)
4.  [**Invite your accountant**Work together](<https://bokeping.com/help/account-settings/invite-accountant/>)

## Help with everyday situations

Start with what happened. Find the next step.

-   [**A customer paid before I invoiced**Record and apply a deposit](<https://bokeping.com/help/sales/customer-deposits/>)
-   [**I paid a supplier before the bill**Keep and apply a vendor advance](<https://bokeping.com/help/purchases/vendor-prepayments/>)
-   [**I need to return an overpayment**Check and record the refund](<https://bokeping.com/help/sales/refund-unapplied-payment/>)
-   [**A bank transaction appears twice**Check before posting it again](<https://bokeping.com/help/banking/duplicate-transactions/>)
-   [**Should this be a bill or an expense?**Choose the right purchase record](<https://bokeping.com/help/purchases/bill-or-expense/>)
-   [**My profit and bank balance differ**Understand where the money went](<https://bokeping.com/help/reports/profit-versus-cash/>)

## Browse by topic

Practical guidance for every part of your books.

[### Getting Started Create your account, set up a company, and bring your books across.](<https://bokeping.com/help/getting-started/>)[### Banking Bank transactions, statement reconciliation, and deposits.](<https://bokeping.com/help/banking/>)[### Sales & Receivables Invoices, payments received, and customer credits.](<https://bokeping.com/help/sales/>)[### Purchases & Expenses Bills, payments made, and everyday business expenses.](<https://bokeping.com/help/purchases/>)[### Contacts Customers and vendors used across sales, purchases, and payments.](<https://bokeping.com/help/contacts/>)[### Products & Inventory Items, opening stock, and inventory quantities.](<https://bokeping.com/help/products-inventory/>)[### Accounting Chart of accounts, opening balances, and month-end review.](<https://bokeping.com/help/accounting/>)[### Reports Financial statements, outstanding balances, and report differences.](<https://bokeping.com/help/reports/>)[### Settings Company details, team access, tax settings, and payment methods.](<https://bokeping.com/help/settings/>)[### Account & Billing Your personal security, Pro trial, and subscription.](<https://bokeping.com/help/account-billing/>)[### Bokeping Basics Bookkeeping concepts, without the jargon.](<https://bokeping.com/help/bokeping-basics/>)[### Troubleshooting Find a problem and follow its guide in the right module.](<https://bokeping.com/help/troubleshooting/>)

## More pages in this section

- [Account & Billing](https://bokeping.com/help/account-billing.md)
- [Invite your accountant or a team member](https://bokeping.com/help/account-settings/invite-accountant.md)
- [Manage a company subscription and billing](https://bokeping.com/help/account-settings/manage-subscription.md)
- [Maintain team roles and remove access](https://bokeping.com/help/account-settings/manage-team-access.md)
- [Why can I view a page but not create or edit?](https://bokeping.com/help/account-settings/missing-actions.md)
- [How your Pro trial works](https://bokeping.com/help/account-settings/pro-trial.md)
- [Secure your Bokeping account](https://bokeping.com/help/account-settings/security.md)
- [Accounting](https://bokeping.com/help/accounting.md)
- [Check the date when applying an advance](https://bokeping.com/help/accounting/apply-credit-dates.md)
- [Find who changed a transaction](https://bokeping.com/help/accounting/audit-log.md)
- [Understand your chart of accounts](https://bokeping.com/help/accounting/chart-of-accounts.md)
- [Close and reopen an accounting period](https://bokeping.com/help/accounting/close-books.md)
- [Create a manual journal](https://bokeping.com/help/accounting/manual-journal.md)
- [Check your books at the end of the month](https://bokeping.com/help/accounting/month-end-review.md)
- [Prepare your opening balances](https://bokeping.com/help/accounting/opening-balances.md)
- [Banking](https://bokeping.com/help/banking.md)
- [Record a transfer between business accounts](https://bokeping.com/help/banking/account-transfers.md)
- [Combine received payments into a bank deposit](https://bokeping.com/help/banking/combine-deposits.md)
- [Connect your bank](https://bokeping.com/help/banking/connect-bank.md)
- [Create a bank rule](https://bokeping.com/help/banking/create-bank-rule.md)
- [Why a credit card payment is not another expense](https://bokeping.com/help/banking/credit-card-payments.md)
- [What to do when a bank transaction appears twice](https://bokeping.com/help/banking/duplicate-transactions.md)
- [Import bank transactions from a file](https://bokeping.com/help/banking/import-bank-transactions.md)
- [Split a loan repayment into principal and interest](https://bokeping.com/help/banking/loan-payments.md)
- [Reconcile a bank account](https://bokeping.com/help/banking/reconcile.md)
- [Review bank transactions](https://bokeping.com/help/banking/review-transactions.md)
- [Split one bank transaction across categories](https://bokeping.com/help/banking/split-transactions.md)
- [Undo a mistaken bank match or categorization](https://bokeping.com/help/banking/undo-bank-posting.md)
- [Bokeping Basics](https://bokeping.com/help/bokeping-basics.md)
- [Cash vs. accrual accounting](https://bokeping.com/help/bokeping-basics/cash-vs-accrual.md)
- [Bookkeeping terms in plain English](https://bokeping.com/help/bokeping-basics/glossary.md)
- [Is money from the owner business income?](https://bokeping.com/help/bokeping-basics/owner-money.md)
- [Contacts](https://bokeping.com/help/contacts.md)
- [Add a vendor](https://bokeping.com/help/contacts/add-vendor.md)
- [Import customers and vendors from a spreadsheet](https://bokeping.com/help/contacts/import-contacts.md)
- [Getting Started](https://bokeping.com/help/getting-started.md)
- [Review your company settings](https://bokeping.com/help/getting-started/company-settings.md)
- [Create your Bokeping account](https://bokeping.com/help/getting-started/create-account.md)
- [Create your first company](https://bokeping.com/help/getting-started/create-company.md)
- [Your first day in Bokeping](https://bokeping.com/help/getting-started/first-day.md)
- [Prepare your records for import](https://bokeping.com/help/getting-started/import-records.md)
- [Recover a failed or partial import](https://bokeping.com/help/getting-started/recover-import.md)
- [Start Bokeping in the middle of a year](https://bokeping.com/help/getting-started/switch-midyear.md)
- [Accept online invoice payments](https://bokeping.com/help/online-payments/accept-payments.md)
- [Why is the bank payout smaller than the invoice payment?](https://bokeping.com/help/online-payments/payout-differences.md)
- [Products & Inventory](https://bokeping.com/help/products-inventory.md)
- [Adjust inventory after a stock count](https://bokeping.com/help/products-inventory/adjust-inventory.md)
- [Create a product or service](https://bokeping.com/help/products-inventory/create-item.md)
- [Import items and opening stock](https://bokeping.com/help/products-inventory/import-items.md)
- [Understand FIFO, average cost, and inventory cost scope](https://bokeping.com/help/products-inventory/inventory-costing.md)
- [Organize items into categories](https://bokeping.com/help/products-inventory/item-categories.md)
- [Why does stock in Bokeping differ from my count?](https://bokeping.com/help/products-inventory/stock-does-not-match.md)
- [Move stock between warehouses](https://bokeping.com/help/products-inventory/transfer-stock.md)
- [Set up and review warehouses](https://bokeping.com/help/products-inventory/warehouses.md)
- [Purchases & Expenses](https://bokeping.com/help/purchases.md)
- [Should I enter a bill or an expense?](https://bokeping.com/help/purchases/bill-or-expense.md)
- [Create a purchase order and convert it to a bill](https://bokeping.com/help/purchases/create-purchase-order.md)
- [Enter a vendor bill](https://bokeping.com/help/purchases/enter-bill.md)
- [Import bills with item or expense lines](https://bokeping.com/help/purchases/import-bills.md)
- [Record a business cost paid personally](https://bokeping.com/help/purchases/owner-reimbursements.md)
- [Pay a vendor bill in installments](https://bokeping.com/help/purchases/partial-bill-payments.md)
- [Record a bill payment](https://bokeping.com/help/purchases/pay-bill.md)
- [Record an expense](https://bokeping.com/help/purchases/record-expense.md)
- [Record a vendor credit or refund](https://bokeping.com/help/purchases/vendor-credits-refunds.md)
- [Pay a vendor before receiving the bill](https://bokeping.com/help/purchases/vendor-prepayments.md)
- [Reports](https://bokeping.com/help/reports.md)
- [Review the 1099 Contractor Report](https://bokeping.com/help/reports/1099-contractors.md)
- [Run and reconcile A/P Aging Summary](https://bokeping.com/help/reports/ap-aging.md)
- [Run and reconcile A/R Aging Summary](https://bokeping.com/help/reports/ar-aging.md)
- [Read your financial statements](https://bokeping.com/help/reports/financial-statements.md)
- [Run and reconcile Inventory Valuation](https://bokeping.com/help/reports/inventory-valuation.md)
- [Why does a paid invoice still appear overdue?](https://bokeping.com/help/reports/paid-invoice-still-overdue.md)
- [Why is my profit different from my bank balance?](https://bokeping.com/help/reports/profit-versus-cash.md)
- [Why does a vendor balance differ from the statement?](https://bokeping.com/help/reports/vendor-balance-differences.md)
- [Why is the sales tax on an invoice unexpected?](https://bokeping.com/help/sales-tax/invoice-tax-looks-wrong.md)
- [Record a sales tax payment](https://bokeping.com/help/sales-tax/record-tax-payment.md)
- [Set up and review sales tax](https://bokeping.com/help/sales-tax/set-up-sales-tax.md)
- [Set up location-based sales tax rules](https://bokeping.com/help/sales-tax/tax-rules.md)
- [Sales & Receivables](https://bokeping.com/help/sales.md)
- [Add a customer](https://bokeping.com/help/sales/add-customer.md)
- [Create an estimate and turn it into an invoice](https://bokeping.com/help/sales/create-estimate.md)
- [Create and send an invoice](https://bokeping.com/help/sales/create-invoice.md)
- [Record a sale paid immediately](https://bokeping.com/help/sales/create-sales-receipt.md)
- [Decide between a customer credit and a refund](https://bokeping.com/help/sales/credits-and-refunds.md)
- [Handle a customer deposit before invoicing](https://bokeping.com/help/sales/customer-deposits.md)
- [Import invoices with multiple line items](https://bokeping.com/help/sales/import-invoices.md)
- [Fix an invoice email that was not sent](https://bokeping.com/help/sales/invoice-email-failed.md)
- [Record a partial payment or customer overpayment](https://bokeping.com/help/sales/partial-and-excess-payments.md)
- [Record a customer payment](https://bokeping.com/help/sales/record-payment.md)
- [Credit and refund an invoiced sale](https://bokeping.com/help/sales/refund-paid-invoice.md)
- [Refund an unapplied customer payment](https://bokeping.com/help/sales/refund-unapplied-payment.md)
- [Write off an uncollectible invoice balance](https://bokeping.com/help/sales/write-off-invoice.md)
- [Settings](https://bokeping.com/help/settings.md)
- [Set invoice numbering, notes, and terms](https://bokeping.com/help/settings/document-defaults.md)
- [Customize document and email templates](https://bokeping.com/help/settings/document-templates.md)
- [Set up Stripe or Forte for your company](https://bokeping.com/help/settings/payment-provider-setup.md)
- [Troubleshooting](https://bokeping.com/help/troubleshooting.md)
- [Bank transactions are not syncing](https://bokeping.com/help/troubleshooting/bank-not-syncing.md)
- [Why can I not edit, delete, or void a transaction?](https://bokeping.com/help/troubleshooting/cannot-change-transaction.md)