TrulySmall

It's About Time (Automated Accounting)

Stop thinking about accounting, and get started running your business. Let us do the heavy lifting for you with AI bookkeeping.

Quick Start Guide

TrulySmall Accounting is powered by AI to ensure accurate, organized, and effortlessly maintained financial records.

Auto Posting and The Smart Inbox

Connecting Your Bank Accounts

Automated Feeds, Bank Transaction Uploads, and Receipts. TrulySmall Accounting makes it easy.

Importing Transaction Data

Dashboard

Reviewed Records, the basis of Business Reports and Tax Calculation...

Transactions

Managing your Invoices and Accounts Receivable...

Invoices

What does my invoice recipient see and how do online payments work?

Emailed Invoices

Managing your Bills and Accounts Payable...

Bills to Pay

The Companies and Individuals with whom you do business...

Contacts

Generate On Demand Summary & Detailed Billing Statements for your Customers and Suppliers.

Client & Vendor Statements

Your Business' Financial Institutions and Chart of Accounts...

Accounts

Standard and Custom Reports designed for your business...

Reports

The taxes collected and paid by your business...

Taxes

Learn how to set up projects and track associated income and expenses.

Projects

Learn how to add products and manage your itemized purchases and sales.

Goods & Services

Learn how to create, send and approve estimates.

Estimates

Compare your bank and credit card statements to TrulySmall Accounting to ensure they match.

Reconcile

Automating your billing workflow is the best way to ensure you never miss a payment cycle.

Recurring Transactions

Tham Moyo

With Auto Post and a Smart Inbox, your accounting tasks have never been easier.

TrulySmall Accounting

The business details that inform your work flow...

Settings

Information about your TrulySmall login and view preferences

Edit User Profile

Business Details

Manage your TrulySmall Accounting subscription for your Business...

Subscription

Customize the Invoices you send from TrulySmall Accounting & accept online payments...

Invoicing and Payments

The users who can access your TrulySmall Accounting Business...

Manage Users

Period locking allows you to protect your accounting data to prevent accidental or unexpected changes.

Period Locking

Custom email message and footer note for Estimates, Invoices, Income Receipts and Client Statements.

Messaging

Split your expenses between personal and business use.

Personal Use Portion (Expense Splitting)

Accessibility

Account Settings

Learn how to quickly add transactions in bulk

Bulk Entry

Learn how to copy and paste transactions on the Bulk Entry screen.

Bulk Entry - How to Copy and Paste Transactions

Your company's Chart of Accounts are critical to accurate tracking and reporting of your business finances...

Understanding the Chart of Accounts

Adding Your Logo

Learn how to match a payment that isn't automatically detected.

Match an Imported Payment Manually

Set opening account balances from your previous bookkeeping system

Add Opening Balances

Creating journal entries & quick tips for accountants and bookkeepers...

Journal Entries

Manage the books for multiple businesses under a single login...

Add a New Business

Learn how to use multi-currency in your business

Enable Multiple Currencies

Learn how to reconcile batch deposits by using an Undeposited Funds account...

Handling Batch Deposits

A step-by-step guide to set up and record fixed loan & interest payments...

Record Fixed Loan Payments

A step-by-step guide to set up and record Line of Credit & interest payments...

Record Line of Credit Payments

Learn how to handle transaction fees from Stripe and other merchants whom you use to process credit and debit card transactions.

Using a Merchant Clearing Account

The following are some common questions asked when setting up and using the Payments feature in TrulySmall Accounting.

Payment FAQs

Learn how to troubleshoot bank feed connections when your bank transactions are no longer coming in as expected.

Bank Feed Troubleshooting

Can I generate a 1099 form in TrulySmall?

How to Convert Income/Expense Transactions into a Transfer or Refund

Yodlee Transition Guide

How do I update to a new credit card?

Take TrulySmall Accounting with you wherever you need it.

Using TrulySmall Accounting on your Mobile or Tablet

Learn why TrulySmall is the QuickBooks Alternative You Need

TrulySmall Accounting vs QuickBooks

Find out why TrulySmall is the best Xero alternative for freelancers

TrulySmall Accounting vs Xero

Set up automatic reminders for invoices and estimates in TrulySmall Accounting.

TrulySmall Accounting: Automatic Reminders

How-to Guides

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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