Ali Abedi

Your first week in Bookepr: connect a bank, upload documents, review categorizations, and invite your accountant.

Getting started

What to do in your first session so your books start to fill themselves in.

Where to look when something is unclear, and how to reach a person.

Sign-in, multi-factor authentication, devices and sessions, email changes, and privacy choices.

Add a second step to sign-in so a stolen password alone cannot open your books.

See where your account is signed in, sign out a device you do not recognize, and answer a sign-in alert.

Invite an accountant, connect to a firm, and control what they can see and do.

Two ways to bring an accountant into your books, and what they can and cannot do.

Profit and loss, balance sheet, account detail, and how to read them.

What each report tells you, how to change the period, and how to see the transactions behind a number.

Review suggested categories, fix payees, handle duplicates, and keep the ledger clean.

How the review queue works, and how to correct a suggestion so Bookepr learns.

Upload receipts, invoices, and statements, and review what Bookepr reads from them.

What to upload, what Bookepr reads from it, and where the result goes.

Connect, re-authorize, and manage the bank and card accounts that feed your books.

How the secure connection works, what Bookepr receives, and what to do when your bank asks you to reconnect.

Step-by-step walkthroughs of complete tasks, from a first bank sync to a month-end review.