Find your way around the app
The sidebar holds your books, the top bar holds Ask and Help, ⌘K finds any page or action, and Settings holds everything about the company and you.
Steps
Step 1: Use the sidebar for the books: Home, Transactions, Close, Reports, Bills and invoices, Accounting, Tax and Documents. Settings sits at the bottom.
Step 2: Use the top bar for Ask Accountable (⌘J) and the life-buoy Help menu, which opens Chat with support, the Help center and Services.
Step 3: Press ⌘K to search every page and action, like Connect an account or Billing and plan.
Step 4: Open Settings for the company, members, connections (Banks, cards and payroll), basis, close, rules, alerts, AI and agents, and your own security. Press Esc to go back to the books.
Step 5: Pick the months you're looking at with the period control at the top of Home, Transactions and Reports. Switching company keeps the page and the period.
Good to know
- Approvals and Alerts are tabs you reach from Home's Inbox line. Reports has Statements, Analysis and Planning tabs; Accounting has Ledger, Schedules and Audit.
- Tax only shows for companies registered in the US.