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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.
How-tos
84 guides
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.
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.
Import Campaigns from Canva
Design in Canva, export as HTML, drop the .zip into a new campaign. Layout, images, and merge tags all preserved.
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.
Marketing — Getting Started
Step-by-step from new account to your first sent campaign. Settings, sending domains, contacts, audiences, your first send.