Resources / Tutorials
Tutorials & walkthroughs
Learn Bokeping at your own pace. Explore a topic, then follow the written steps for invoicing, bank transactions, and month-end review below.
Connect your bank
A read-only Plaid connection, start to finish — and what shows up in the feed afterwards.
Explore this topicSort a week of transactions
Accept the suggestions, set rules for repeat vendors, and clear the feed in one pass.
Explore this topicCreate and send your first invoice
Line items, tax, an online pay button — from blank page to “sent” without leaving the screen.
Explore this topicRecord a bill and pay it on time
Enter what you owe, see it in the due list, and mark it paid so nothing sneaks past you.
Explore this topicTrack inventory and cost of goods
Add items, watch quantities move as you buy and sell, and see cost of goods land on the P&L.
Explore this topicRun your first month-end reports
P&L, Balance Sheet, and Cash Flow — where to find them and which three numbers to read first.
Explore this topicFind the steps for your next task
Start with the walkthroughs below, or open thebookkeeping guidesfor more detail. For individual tasks and troubleshooting, visit theHelp Center.
Follow along
Written walkthroughs, step by step
Three everyday tasks, written out so you can follow along at your own pace. Each one links to the deeper guide when you want the why behind the what.
Send your first invoice
Blank page to “sent” — about ten minutes the first time, a couple of minutes after that.
- 1Hit New invoice and pick a customer — or type a new name and email right there. That’s all a customer needs to exist.
- 2Add a line item: description, quantity, price. Pick a tax rate if one applies, and the totals do their own math.
- 3Turn on online payments so the invoice carries a pay button. Card payments land through Stripe or Forte at the processor’s rates — we add nothing on top — and mark the invoice paid on their own.
- 4Preview it exactly as your customer will see it, then hit Send.
- 5Watch the status move from sent to paid. The ledger entry behind it posts itself — nothing for you to file.
Connect your bank and confirm the first batch
A read-only connection, then your first pass through the feed.
- 1Open Banking and choose Connect — automatic feeds come with the Standard plan and up. The connection runs through Plaid and is read-only: nobody can move money with it, including us.
- 2Recent transactions arrive in For review within a couple of minutes. Nothing touches your books until you say so.
- 3Review the dates, amounts, and categories before confirming. Match activity already recorded in your books instead of adding it again; check the supporting records when a suggestion is unclear.
- 4Reconcile to a bank statement with the same cutoff date. Explain outstanding checks, deposits in transit, fees, and errors; the bank app’s current or available balance may cover different activity.
- 5On the free plan, or if your bank isn’t supported, upload a CSV or QBO bank transaction file instead. Import is free on every plan; review the preview and results for duplicates, especially when files overlap.
Review your books at month-end
Start with these checks. The time needed to complete the close depends on your transactions and any unresolved work.
- 1Review the month’s bank activity against supporting records. Check dates, categories, and matches to existing entries; investigate unclear items before posting them.
- 2Reconcile each bank account to its statement date and ending balance. Review uncleared items and investigate differences. Equal adjusted balances can still hide offsetting errors and do not mean the whole month is closed.
- 3Review unpaid invoices, bills, and the period each belongs to. With your accountant, check other balances and any needed accruals, prepayments, inventory, depreciation, or tax adjustments under your accounting method.
- 4Use the P&L to compare revenue, expenses, and profit on a consistent accounting basis. Check the Balance Sheet for cash at month-end and the Cash Flow statement for changes during the month. The P&L does not show your cash balance.
- 5Record significant changes and retain the supporting documents. Resolve outstanding questions and complete the applicable account reviews and adjustments before treating the month as closed.
The best tutorial is your own books
Start free and follow along with real numbers. Invoicing and month-end work exactly like this on the free plan; the automatic bank feed arrives with Standard.
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.