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How-to guides, troubleshooting, FAQs, and product updates for UrTravelPro — everything you need to get the most out of Books, Marketing, Compass, and Trips.
All resources
14 guides
Invoicing — Send, Track, and Book Payments
How invoicing works in Books: create invoices with categorized line items, email them to clients from your billing address, track viewed/paid status, and post payments to the ledger. Cash-basis by default — the invoice hits the books when you mark it paid.
Books Reports
Generate financial statements (P&L, Balance Sheet, Cash Flow) and management reports (Expenses/Income by Category, Trial Balance, General Ledger, and more). Export each report as PDF, Excel, or print-friendly HTML.
Books Journal Entries
Manual double-entry journal entries with debits, credits, and balance enforcement. Save as draft or post; full audit trail of every change.
Books — Getting Started
Step-by-step from a new Books account to your first balanced books. Settings, bank accounts, chart of accounts, opening balances.
Transactions — Add, Edit & Categorize
Add expenses, income, transfers, and deposits. Edit, categorize, split, and bulk-manage transactions.
Importing Transactions (CSV)
Upload bank CSVs when bank feeds aren't supported. Map columns, detect duplicates, categorize after import.
Reconciliation
Monthly process of matching what Books says against what your bank shows. How to do it, what to do when it won't balance.
Chart of Accounts
Customize the categories your transactions can belong to. Account types, sub-accounts, deactivating vs. deleting.
Companies & Switching
Run multiple companies in one Books account. Adding, switching, plan limits, deleting.
Users & Roles
Invite team members and accountants. Roles, plan-based seat limits, multi-company access.
Plans & Billing
Books' four plans (Individual / Founder / Growth / Pro), what each includes, how billing works, upgrading and downgrading.
Profile & Security
Profile in Core, password changes, multi-factor authentication, active sessions, Books-specific preferences.