Getting started
Orientation, first-week setup, and how the workspace is laid out.
What Backline Books is (and how it thinks)
Books is a double-entry ledger with an automation layer on top. Understanding that order — ledger first, automation second — explains almost every design decision in the product.
ConceptBusiness owners, Bookkeepers, Firm staff
A tour of the workspace
Where everything lives: the navigation rail, the header band, the entity switcher, and the six navigation groups that organize the whole product.
QuickstartBusiness owners, Bookkeepers, Firm staff
Your first week in Books
An ordered setup path: entity, chart of accounts, opening balances, bank accounts, then people and documents. Doing it in this order avoids most of the rework.
QuickstartBusiness owners, Bookkeepers
Entities, scope, and consolidated views
How the entity switcher works, what Consolidated scope actually computes, and how scope travels in links you share.
ConceptBusiness owners, Bookkeepers, Firm staff
Bringing your existing books over
Migration paths into Books: opening balances, historical detail, list imports, and the QuickBooks migration flow — plus how to prove the result tied out.
How-toBusiness owners, Bookkeepers, Firm staff
Users, roles, and who sees what
Inviting people, choosing roles, scoping access to specific entities, and the difference between workspace users, firm staff, and portal clients.
How-toBusiness owners, Firm staff