Plan smarter,
travel easier.
Destination guides, pre-trip checklists, app walkthroughs, and quick answers — the things UrTravelPro clients ask us about, collected in one place.
How-tos
15 guides
Users & Roles
Invite team members and accountants. Roles, plan-based seat limits, multi-company access.
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.
Filing Cabinet
Built-in document storage for receipts, invoices, contracts, and tax documents. OCR search, email-to-file, sharing.
Books — Getting Started
Step-by-step from a new Books account to your first balanced books. Settings, bank accounts, chart of accounts, opening balances.
Importing Transactions (CSV)
Upload bank CSVs when bank feeds aren't supported. Map columns, detect duplicates, categorize after import.
Journal Entries
Manual double-entry adjustments for accruals, depreciation, owner equity, and anything that doesn't fit the standard transaction flow.
Payees
Track who you pay and who pays you. Default categories, merging duplicates, 1099 reporting.
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.
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.
Reports
P&L, Balance Sheet, Cash Flow, plus travel-agency-specific reports. Saving views, comparing periods, exporting.