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Destination guides, pre-trip checklists, app walkthroughs, and quick answers — the things UrTravelPro clients ask us about, collected in one place.
How-tos
12 guides
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.
Bank Feeds in Books
Connect a bank via Plaid for automatic transaction sync. How balances refresh, what to do when the bank invalidates the connection, privacy and security.