Getting Started

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21 articles in this collection
Written by Billy, Justin, and Joshua Waldman and 1 other

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.
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Written by Billy
Updated over a week 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!
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Written by Justin
Updated over a week 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.
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Written by Justin
Updated over a week ago

Can I get help setting up Billy?

New to accounting? Need help getting your Billy account set up? Try our Professional Onboarding Service
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Written by Billy
Updated over a week 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.
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Written by Billy
Updated over a week 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.
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Written by Billy
Updated over a week 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
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Written by Joshua Waldman
Updated over a week ago

Create new contact

Sometimes, when working on a screen, the contact needed has not been created. This is how to fix that.
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Written by Billy
Updated over a week ago

The Core Setup Guide

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Written by Joshua Waldman
Updated over a week ago

Getting started with Billy App

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Written by Joshua Waldman
Updated over a week ago

Converting Your Books from Another Accounting Platform

Are you coming over from Wave, Quickbooks, Xero or Zoho?
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Written by Joshua Waldman
Updated over a week ago

Dashboard

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Written by Joshua Waldman
Updated over a week ago

Uploading a Numbers spreadsheet to Billy

Using a Mac and Numbers? We got you covered.
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Written by Jay Recto
Updated over a week ago

Setting up Your Paypal Account in Billy

This article covers transaction accounting for Paypal accounts, not payments
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Written by Joshua Waldman
Updated over a week ago

Transactions not appearing

If a user says they have connected there are account but not transactions are appearing.
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Written by Billy
Updated over a week ago

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

Yes, we can automate the conversion to Billy from your old system
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Written by Joshua Waldman
Updated over a week ago

How do I create a new company?

Need to set up a new company in your account?
Joshua Waldman avatar
Written by Joshua Waldman
Updated over a week ago

Supported currencies

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Written by Joshua Waldman
Updated over a week ago

Invite your Team

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Written by Joshua Waldman
Updated over a week ago

Credit Card Payments with Stripe

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Written by Joshua Waldman
Updated over a week ago

Add Products and Services

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Written by Joshua Waldman
Updated over a week ago