About Bookkeeper360

Have some questions about Bookkeeper360 and how we operate? Check out these articles for some FAQs.

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Business Overview

The Business Overview tab is a visual representation of your Income Statement, on a broad, macro level.

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Metrics

The Metrics Page is a great way to see how your data is stacking up, YoY for that particular month.

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Cash Management

Tracking your cash flow is very important for every business, and our Cash Management page makes it simple to track cashflow month over month.

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Payroll Analytics (Gusto)

Connect your Gusto account to gain some insight on how your monthly payroll is stacked up.

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Managing Integrations (QuickBooks/Xero/Gusto)

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Passwords

You can utilize our two-way password sharing system with your Bookkeeper360 team.

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Meetings

You can schedule meetings directly with your Bookkeeper360 team by utilizing our Meetings page.

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File Manager

Share/Receive files with ease using our file sharing system.

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Tasks

Do you have a one off task you need to assign to us? Get your request in front of your team immediately by assigning us a task.

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Unreconciled Transactions

This page takes the manual process out of your Unreconciled Transactions with this page.

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Account Settings

Find general account settings and how to use them here.

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