Advice and answers from the Bookkeeper360 Team

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

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

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

Create customizable trends to track all of your accounts and see how different accounts interact with one another.

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

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

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

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

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

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.

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

Find general account settings and how to use them here.