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
33 guides
Contacts, Audiences, Segments & Tags
Manage who you send to. Contacts, manual audiences, dynamic segments, and ad-hoc tags — what each is for and when to use them.
Compliance & Deliverability
CAN-SPAM, GDPR, CASL — what the law requires, what Marketing handles for you, and what you're responsible for.
Campaigns & Email Templates
Create, edit, schedule, and send one-time email campaigns. Save designs as reusable templates.
Automations
Multi-step email sequences triggered by an event. Welcome series, lead nurture, re-engagement, anniversary, post-trip follow-ups.
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.