Troubleshooting
When something is out of balance, missing, stuck, or refusing to post.
My statements look wrong
A diagnostic path for the most common causes of a Balance Sheet or Profit & Loss that does not make sense — in the order that finds them fastest.
How-toBookkeepers, Business owners, Firm staff
My reconciliation will not balance
Working the difference down: what specific difference amounts tell you, and the order of checks that finds the cause quickest.
How-toBookkeepers, Business owners, Firm staff
My bank feed stopped working
Why feeds break, how to reconnect without duplicating or losing activity, and how to keep the close on schedule while it is down.
How-toBookkeepers, Business owners
Something will not post
Every reason Books refuses a posting, what each message means, and how to clear it — for manual entries, machine work, and API calls alike.
ReferenceBookkeepers, Firm staff, Developers
Getting help
What to try first, what to include when you contact support so the first reply is useful, and what to do when something is urgent.
How-toBusiness owners, Bookkeepers, Firm staff, Portal clients, Developers