Accounting

Accounting overview

Bills, income, expenses, payments, and tax-ready reports — all in one place.

Bills

Create, send, and track invoices — and what every column and row action does.

Income & expenses

Record income and expenses by hand or from a CSV — every field, category, and import step.

Reports

Generate income-tax (T2125) and sales-tax (GST/QST) summaries and export them as PDF.

Create a bill

Build a manual bill from scratch — every field of the bill editor explained.

Manage a bill

Send, mark paid, download, duplicate, and cancel a bill — every row action explained.

Mark a bill as paid

Use the Collect Payment wizard to record how a bill was settled, add a tip, and email a receipt.