Help Center
Accounting & books
41 step-by-step guides for accounting & books.
Reopen a locked period
Clear the closing date to reopen a locked period when you genuinely need to correct a filed figure, then lock it again straight after.
Close your financial year
Sweep a finished year's profit or loss into retained earnings, reset your income and expense accounts to zero, and start the new year clean.
Why an entry won't post to a locked period
A closing date freezes filed months, so any entry dated on or before it is blocked; date the correction in the current open period instead, or reopen the lock.
When a report says 'out of balance'
The green Balanced badge is the automatic proof your books are internally consistent; if a red 'Out of balance' badge ever appears, do not try to fix it yourself, contact support.
Export a report to PDF, Excel or CSV
Download any ledger report or statement as a branded PDF, an Excel file or a CSV, ready to send to your accountant or keep for your records.