Canonical page: https://bokeping.com/ Markdown page: https://bokeping.com/index.md Text version of the public page. Check the canonical page for current terms and interactive features. Small business accounting software # Know your money. Run your business. Bokeping is online bookkeeping software for small businesses. Manage invoices, bills, bank transactions, and financial reports in one place, with access for two external accountants included per company. [Start for free]() Free plan, no card needed Bring your QuickBooks or spreadsheet history Accountant seat included In action ## Bookkeeping without the double letters. Invoicing01 / 04 ### Send it. Get paid. Send a professional invoice in under a minute, take card or bank payment right on it, and let the reminders go out on their own. [Explore invoicing]() Lands in the same books as everything else. Four everyday workflows, one set of books.Made to work together. ## Plain English isn’t a shortcut. It’s the practice. ## Your numbers, in plain sight Sales by DayCash This WeekPerformance Trends Know where you stand, any day of the month Everyday jobs ## Less admin. More business. ### Keep bills and due dates in view. Every bill and its due date in one list, with a running total of what is actually owed. ### Close the month, and keep it closed Lock a period and the numbers stop moving. It reopens only when you say so. ### Receipts stop going missing The photo attaches to the entry itself — still there in March, still there at audit. ### See where it actually goes A category breakdown that builds itself as the month runs. ### And the rest of it - Estimates - Credit Notes - Purchase Orders - Warehouses - Sales Tax - CSV & QBO Import - Accountant Portal At a glance ## Do the books. Without becoming the bookkeeper. Start free $0 20 of each record type a month. No card needed. Accountant access Included Invite your accountant or bookkeeper free on every plan. Bring your history CSV & QBO CSV for supported records; QBO for bank transactions. Your books ## Bokeping Bookkeeping had its turn. Now meet Bokeping. Start with clearer books Set up your books, connect your bank, and always know where your money stands. [Start for free]() ## Ready to know your money? Free plan, no card needed. Bring your QuickBooks or spreadsheet history, invite your accountant, and start reading your own books today. [Start for free →]() ## Public document directory - [About](https://bokeping.com/about.md) - [Careers](https://bokeping.com/about/careers.md) - [Press Kit](https://bokeping.com/about/press.md) - [Privacy Policy](https://bokeping.com/about/privacy.md) - [Terms of Service](https://bokeping.com/about/terms.md) - [Bokeping Help Center](https://bokeping.com/help.md) - [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) - [Bokeping Pricing | Plans & Free Trial](https://bokeping.com/pricing.md) - [Features: Invoicing, Banking, Inventory & Reports](https://bokeping.com/products.md) - [Accounting Software for Small Businesses](https://bokeping.com/products/accounting-software.md) - [Bank Feeds & Reconciliation Software](https://bokeping.com/products/banking.md) - [Bank Feeds — Automatic Transaction Import](https://bokeping.com/products/banking/bank-feeds.md) - [Cash Flow Tracking & Runway for Small Business](https://bokeping.com/products/banking/cash-flow.md) - [Automatic Transaction Categorization](https://bokeping.com/products/banking/categorization.md) - [Bank Reconciliation Software](https://bokeping.com/products/banking/reconciliation.md) - [Accounts Payable & Bill Tracking Software](https://bokeping.com/products/bills.md) - [Bill Tracking & Accounts Payable Software](https://bokeping.com/products/bills/bill-tracking.md) - [Small Business Expense Tracking Software](https://bokeping.com/products/bills/expenses.md) - [Purchase Order Software for Small Business](https://bokeping.com/products/bills/purchase-orders.md) - [Vendor Credit Tracking Software](https://bokeping.com/products/bills/vendor-credits.md) - [Bookkeeping Software for Small Businesses](https://bokeping.com/products/bookkeeping-software.md) - [Bokeping vs QuickBooks & Xero — A Simpler Bookkeeping Choice](https://bokeping.com/products/compare.md) - [Bokeping vs FreshBooks: An Honest Comparison](https://bokeping.com/products/compare/freshbooks.md) - [Bokeping vs QuickBooks: Free Plans, Accountant Access & Pricing](https://bokeping.com/products/compare/quickbooks.md) - [Bokeping vs Wave: An Honest Comparison](https://bokeping.com/products/compare/wave.md) - [Bokeping vs Xero: An Honest Comparison](https://bokeping.com/products/compare/xero.md) - [Bokeping vs Zoho Books: An Honest Comparison](https://bokeping.com/products/compare/zoho-books.md) - [Inventory Management & COGS Tracking](https://bokeping.com/products/inventory.md) - [Cost of Goods Sold Tracking Software](https://bokeping.com/products/inventory/cost-of-goods-sold.md) - [Inventory Items & Pricing Management](https://bokeping.com/products/inventory/items.md) - [Stock Adjustment & Inventory Count Software](https://bokeping.com/products/inventory/stock-adjustments.md) - [Multi-Location Inventory Tracking](https://bokeping.com/products/inventory/warehouses.md) - [Invoicing Software for Small Businesses](https://bokeping.com/products/invoicing.md) - [Credit Note Software for Refunds & Returns](https://bokeping.com/products/invoicing/credit-notes.md) - [Accept Customer Payments Online](https://bokeping.com/products/invoicing/customer-payments.md) - [Estimate & Quote Software for Small Business](https://bokeping.com/products/invoicing/estimates.md) - [Invoice Software — Create & Send in a Minute](https://bokeping.com/products/invoicing/invoices.md) - [Financial Reporting & General Ledger Software](https://bokeping.com/products/reports.md) - [P&L, Balance Sheet & Cash Flow Statements](https://bokeping.com/products/reports/financial-statements.md) - [General Ledger Software with Drill-Down](https://bokeping.com/products/reports/general-ledger.md) - [Sales Tax Tracking & Reporting Software](https://bokeping.com/products/reports/sales-tax.md) - [Why Bokeping: Real Double-Entry Books, Read in Plain English](https://bokeping.com/products/why-bokeping.md) - [Resources: Guides, Tutorials & Invoice Examples](https://bokeping.com/resources.md) - [Blog](https://bokeping.com/resources/blog.md) - [The 15-minute month-end routine](https://bokeping.com/resources/blog/fifteen-minute-month-end.md) - [Invoice habits that get you paid faster](https://bokeping.com/resources/blog/get-paid-faster.md) - [Inventory margins: know what you make on every product](https://bokeping.com/resources/blog/inventory-margins-every-product.md) - [Profitable on paper, out of cash at the bank](https://bokeping.com/resources/blog/profitable-but-broke.md) - [How to read your P&L without an accounting degree](https://bokeping.com/resources/blog/read-your-pl.md) - [Sales tax without the shoebox](https://bokeping.com/resources/blog/sales-tax-without-the-shoebox.md) - [The bank reconciliation that takes 12 minutes](https://bokeping.com/resources/blog/twelve-minute-reconciliation.md) - [How to Choose Accounting Software: 12 Questions to Ask](https://bokeping.com/resources/choosing-accounting-software.md) - [Contact](https://bokeping.com/resources/contact.md) - [Developer API](https://bokeping.com/resources/developers.md) - [Guides](https://bokeping.com/resources/guides.md) - [Accounting basics, in plain English](https://bokeping.com/resources/learn/accounting-basics.md) - [Free Invoice Templates for Excel, Word & PDF](https://bokeping.com/resources/learn/invoice-templates.md) - [Free Paid-in-Full Invoice Template for Excel, Word & PDF](https://bokeping.com/resources/learn/paid-in-full-invoice-template.md) - [Service Reliability](https://bokeping.com/resources/status.md) - [Tutorials & Walkthroughs](https://bokeping.com/resources/tutorials.md) - [Solutions for Business Owners, Accountants & Industries](https://bokeping.com/solutions.md) - [For Accountants & Bookkeepers](https://bokeping.com/solutions/accountants.md) - [For Business Owners](https://bokeping.com/solutions/business-owners.md) - [Construction & Trades](https://bokeping.com/solutions/industries/construction-trades.md) - [Food & Beverage](https://bokeping.com/solutions/industries/food-beverage.md) - [Freelancers & Contractors](https://bokeping.com/solutions/industries/freelancers.md) - [Professional Services](https://bokeping.com/solutions/industries/professional-services.md) - [Retail & E-commerce](https://bokeping.com/solutions/industries/retail-ecommerce.md) - [Integrations](https://bokeping.com/solutions/integrations.md) - [Connect Your Bank via Plaid — Read-Only Feeds](https://bokeping.com/solutions/integrations/bank-feeds.md) - [Import From QuickBooks or CSV, Free on Any Plan](https://bokeping.com/solutions/integrations/import.md) - [Accept Online Invoice Payments with Stripe or Forte](https://bokeping.com/solutions/integrations/payments.md) - [Switching to Bokeping](https://bokeping.com/solutions/switching.md) - [Move from QuickBooks to Bokeping — Migration Guide](https://bokeping.com/solutions/switching/quickbooks.md) - [Move From Spreadsheets to Real Books](https://bokeping.com/solutions/switching/spreadsheets.md) - [Switch from Xero to Bokeping — Migration Guide](https://bokeping.com/solutions/switching/xero.md)