user guide

Creating documents

Creating documents from Excel data

Extracting Data

Extract data from bank statements Extracting data from other documents Generic Conversion Mode Import data into QuickBooks Desktop (IIF)Import data into QuickBooks Desktop (Web Connect)Import data into QuickBooks Online Import data into Sage Import data into Xero

Formatting documents

Formatting documents

Managing Integrations

Integrating with Google Docs Integrating with QuickBooks

Managing your account

Managing your account

Resolving Issues

Reconciliation Resolving date issues

Templates

Extracting data from any document using templates