Less Accounting Classic App Documentation
For users of our accounting software
Setup Checklist
Cash vs Accrual
Add a Member to LessAccounting
Change my business name, subdomain, other general info?
Changing my Time Zone and Date Format
Review and edit my billing information
Change my password
Manage multiple businesses in LessAccounting
How to delete my account
Transitioning from Quickbooks
Connect Financial Accounts
How to Import Bank Transactions Manually
How to download QIF or QFX files from my bank
Converting CSV to QIF
How to account for transaction or merchant fees from Paypal, Stripe, and other payment gateways
How to track loans and other liability accounts
Tracking fund transfers and credit card payments
Resolve possible duplicates
How to do Bank Reconciliations (and why you need to)
Re-Authenticating Your Bank Account and Multiple Factor Authentication (MFA)
What are accountless transactions?
Importing and Managing Older Transactions
My bank transactions are auto-importing, do I still have to do bank reconciliations?
Fix financial account balance issue
Archive or Hide a Financial Account
Personal expenses from business funds, or business expenses from personal funds
Where do I get blank checks from?
Can LessAccounting handle multiple currencies?
How to Download Invoices in Bulk?
How to Personalize Invoices and Proposals
Invoices: Create, Download, Print, Email
Recurring Invoices: Add and Delete
Create a Purchase Order or Proposal
Create an Invoice in another Language
How can I add a note to my invoice or proposals?
Text formatting for invoice and proposals
Start numbering invoices at a specific reference number?
Set the number of days a client has to pay their invoice?
Can I Set a Specific Amount or Deposit Due on Invoices?
How to re-use an invoice
Did my invoice or proposal reach my recipient?
How do I remind my clients of their unpaid invoices?
What Payment Processors does LessAccounting integrate with? (+ Payments by Less)
Apply deposits to invoices?
How to disable the invoice function
Custom Expense Categories
Does LessAccounting auto-categorize my expenses?
How to Bulk-Categorize Expenses
How to split an expense?
Can I upload a receipt to an expense?
What is an expense refund? How do I mark a deposit as one?
How to add fixed assets
How to Record Bad Debts or Uncollectible Invoices
Set up recurring expenses?
How to track unpaid and upcoming bills
Track reimbursable expenses?
How to track cash transactions
Payroll