TrulySmall

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

Tham Moyo

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

A quick lap of the product so you know where everything lives.

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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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