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
74 guides
Merge Tags Reference
Complete reference for personalization placeholders in subject lines and email bodies.
Compliance & Deliverability
CAN-SPAM, GDPR, CASL — what the law requires, what Marketing handles for you, and what you're responsible for.
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.
Marketing — Getting Started
Step-by-step from new account to your first sent campaign. Settings, sending domains, contacts, audiences, your first send.