Less Accounting Classic App Documentation
For users of our accounting software
By Less1 author90 articles
- 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