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Help Center/ Start by role

Start by role

Find the guides for the work you do. 4 guides.

Show guides for
All Business Nonprofit

Start here: For owners

Start with your business setup, choose who can work in the books and find the guides for your daily review.

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Run your business

  • For nonprofit finance leads

Work on the books

  • For bookkeepers
  • For accountants and firms

Common problems

  • Can I use one account for several businesses?
  • Why can't I see a page my colleague can see?
  • Why can't I manage people or business billing?
  • Why can't I invite another internal teammate?
  • Why can't I commit my import file?

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Tell us what you were trying to do in Start by role.

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Popular tasks

Connect a bank with Plaid Reconcile an account Enter a bill Your first week with General Create an invoice Record a payment
↑ ↓ to move · Enter to open Showing guides for: Nonprofit
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