Invoice Simple now gives you the ability to keep your business books directly in the App! You'll find everything you need to organize the finances for your small business in one dedicated section.
How does Bookkeeping work?
Invoice Simple uses Plaid to pull transaction information directly from the bank account of your choosing. Transactions are then automatically assigned categories that can then be tracked through charts and reports.
What level of access will Invoice Simple have to my accounts?
Invoice simple ill only have read-only access to your transactions. It will not be possible for Invoice Simple to make changes to your account. Additionally, your online banking credentials will be exclusively handled through Plaid and will not be stored in Invoice Simple.
How do I set up Bookkeeping?
Once logged into the app, Hit Bookkeeping at the bottom of the screen.
Hit Linked Accounts and select New Account.
You'll be prompted to link your accounts with Plaid. Select Continue as Guest (Entering a phone number is optional)
Find and select your banking institution
Login using your online banking credentials.
Select the account you want to review with Bookkeeping.
Repeat the above steps for any additional accounts you want to manage. Once finished, select Done Linking Banks. Please note that if you need to link any new accounts in the future, you can do so in Transactions by hitting New Account.
