Advanced Mapping in Bookkeep: Spreadsheet-Style Chart of Accounts Mapping

Advanced Mapping in Bookkeep enables fast, scalable chart of accounts mapping with a spreadsheet-style interface, bulk updates, filtering, and copy functionality for high-volume and multi-dimensional data.

Bookkeep Currency Conversions

Bookkeep can convert currencies when the source data and accounting platform currencies do not match.

Bookkeep Helpful Tips

Considerations on postings, deposits, and unique scenarios.

Bookkeep's Journal Entry Posting Status Types

An overview of the different status types for a journal entry posting.

Multicurrency: Currency Conversions to Post the Correct Financial Data

How Bookkeep handles currency conversions to ensure data posts in the correct financial currency.

Copying a Journal Entry Mapping

Save time with the ability to copy a journal entry mapping.

Deleting Journal Entries from Accounting

Bookkeep allows deleting and reposting journal entries in QuickBooks Online and Xero.

Enable External Forwarding in Microsoft 365

Enable External Forwarding in Microsoft 365 to Bookkeep.

Filtering for Postings in Bookkeep

Bookkeep's filtering options help you quickly find and review specific postings in your activity log.

How to Import Historical Financial Data into Bookkeep

Learn how to accurately import historical financial data in Bookkeep while avoiding duplicate deposits and maintaining correct balances across cut-off dates.

Links to the Posting in your Accounting Platform

Bookkeep ensures duplicate postings do not occur and provides direct links to the posting in your accounting platform.

Posting Actions: Reposting

How to repost your existing entries to your accounting platform and when you should use this feature.

Refreshing Your Accounting Accounts

How to refresh your chart of accounts from your accounting platform to your connected Bookkeep entity.

Troubleshooting Failed Journal Entry Postings Due to Unmapped Tax Rates – for Canadian QuickBooks Online Users

How to resolve failed journal entries in Bookkeep due to unmapped tax rates for Canadian QuickBooks Online users.

Troubleshooting Failed Journal Entry Postings

Common reasons a journal entry posting may fail and tips on solving failures.

Your Bookkeep Email Address

Learn the purpose about your entities' Bookkeep email address, powered by our Bookkeep AI technology.