Getting Started

Getting Started articles

21 articles in this collection

Collections

Create payment method

This is how to add a new payment method to your account. Current options include: bank transfer, cash, check, credit card, other.go to Settings > Payment methodsthe system will display all the payment methods that are currently set up. Note: if a...

By Joshua waldman

Updated 2 months ago

How to Record Owner's Draw

You get paid in your own company, or have you charged your own organization for something that you did? Here's how to use Owners Draw!Sometimes you pay yourself, or you take money out of the bank account for personal use. All these expenses need...

By Joshua waldman

Updated 2 months ago

How do I transfer amounts from one account to another?

Need to move some funds around Or used one account to pay for something in other? Here's how you will manage the transactions.When the money is transferred from one of your accounts to your another account, it means you are going to have a...

By Justin

Updated 2 months ago

Can I get help setting up Billy?

New to accounting? Need help getting your Billy account set up? Try our Professional Onboarding ServiceYes, we have a Personalized Onboarding Service to help you get up and running with Billy FAST.There is nothing worse than diving in blind,...

By Joshua waldman

Updated 2 months ago

Create new Product

Sometimes, working on the invoice screen, the product needed does not display in the selection menu. This is how to fix the problem.Click "+ Create new" at the bottom of the select menu A new window will pop up Fields: Name of product or service:...

By Joshua waldman

Updated 2 months ago

Creating your 1st Billy invoice

So you are getting started with Billy. You've completed all the set up and you're ready for your first invoice? Well let's get started.Go to the Invoices home page Some quick notes about the Invoices home page.  a. See the 5 sections below? They...

By Joshua waldman

Updated 2 months ago

Handling cash transactions in Billy

If you pay with cash or get paid in cash you'll want to follow these steps for accounting for it.In the world of accounting, cash is just another 'account'. That is, an imaginary box that records inputs and outputs. So if you get paid in cash,...

By Joshua waldman

Updated 2 months ago

Create new contact

Sometimes, when working on a screen, the contact needed has not been created. This is how to fix that.Click "Create new" from the bottom of the select menuA new screen will pop upSelect whether your customer is a Company or an Individual at the...

By Joshua waldman

Updated 2 months ago

The Core Setup Guide

In this article, we’ll give you the time-tested, no bull getting started guide for Billy. We’ve helped thousands of people get set up with Billy and learned a lot in the process. We’ll give you the 5 key steps you need things you need to do in...

By Joshua waldman

Updated 2 months ago

Getting started with Billy App

Welcome to Billy’s support center! First off, we want to thank you for choosing Billy. We hope that you find all of the resources you need to help build the business of your dreams in our support center. Note: If you ever get stuck, you can click...

By Joshua waldman

Updated 2 months ago

Converting Your Books from Another Accounting Platform

Are you coming over from Wave, Quickbooks, Xero or Zoho?Migrating to a new accounting software can be a hug job. There's no point in candy coating it. Whether you are moving from Quickbooks to Xero or Freshbooks to Zoho, it's going to take you...

By Joshua waldman

Updated 2 months ago

Dashboard

Billy’s dashboard is the first thing you see when you log into your Billy account. We’ve surveyed hundreds of entrepreneurs just like you to bring together what you want in a nice looking, easily digestible format. Let’s dive in! Date FilterThe...

By Joshua waldman

Updated 2 months ago

Uploading a Numbers spreadsheet to Billy

Using a Mac and Numbers? We got you covered.Here's the proper way to upload spreadsheets using Numbers on Mac. Thanks to one of our Facebook Community Members who shared her experience! Make sure the spreadsheet is in CSV format. The date column...

By Joshua waldman

Updated 2 months ago

Setting up Your Paypal Account in Billy

This article covers transaction accounting for Paypal accounts, not payments.If you would like to see your Paypal transactions in Billy this article will try to answer that question, until we have direct API linking with Paypal. This can be...

By Joshua waldman

Updated 2 months ago

Transactions not appearing

If a user says they have connected there are account but not transactions are appearing.A couple of questions Have you confirmed that your bank is on our list of supported...

By Joshua waldman

Updated 2 months ago

Conversion Services from Quickbooks, Freshbooks, Xero, Wave or Zoho

Yes, we can automate the conversion to Billy from your old system.If you are migrating to Billy from either Quickbooks or Freshbooks, we can help you!On average, it takes 6 – 8 hours of work for a non-accountant to migrate from one accounting...

By Joshua waldman

Updated 2 months ago

How do I create a new company?

Need to set up a new company in your account?Billy is organized differently than other systems. You have one account which is associated with one login. Under that one account, you can have multiple organizations.This is useful for accountants to...

By Joshua waldman

Updated 2 months ago

Supported currencies

Supported currenciesIn this article, you'll find information about the currencies Billy supports. Supported currencies with updated exchange ratesBilly supports a number of currencies for which exchange rates are automatically updated each day....

By Joshua waldman

Updated 2 months ago

Invite your Team

To get the most out of your accounting software, it's important to invite key members of your organization. In this article, we'll go over the process of inviting a new user to access your Billy organization. Inviting a new personInviting your...

By Joshua waldman

Updated 2 months ago

Credit Card Payments with Stripe

Sending an invoice is one thing, but getting paid is another. Our integration with Stripe lets you leverage of their extensive payments network and Billy’s simple invoicing system. Let’s get started! Note: if you have trouble, log in via Stripe...

By Joshua waldman

Updated 2 months ago

Add Products and Services

Adding products and services to Billy can be done in advance, or on the go, depending on what your preference is. It's important to note that for this article, and in Billy in general, products and services are effectively interchangeable. Adding...

By Joshua waldman

Updated 2 months ago