Resources
Help for every part of Account Trail, accounting guides, product news and downloads. All in one place.
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Help center
How to do things in Account Trail, organised by area of the app.
Getting started
- Send your first invoice
- Set up your business and currency
- Add another business
- Switch between businesses
Invoices and customers
- Create and send an invoice
- Share an invoice by link
- Set up recurring invoices
- Chase every overdue invoice at once
Bills and expenses
- Record a bill from a vendor
- Log an expense with its receipt
- Set up recurring expenses
- Record a payment
Items and stock
- Add items to your catalogue
- Track stock and reorder points
- Adjust stock after a count
- Read the inventory valuation
Accounting and reports
- Record a loan or owner’s money
- Use the chart of accounts
- Read your profit and loss
- Check the trial balance
- Find out why an invoice total looks wrong
Settings and billing
- Rename terms with Labels
- Import from a spreadsheet
- Change plan or billing
- Cancel and get a refund
Guides
The accounting behind the buttons, written for people who run businesses.
Blog
What’s new in Account Trail.
Downloads
Use Account Trail anywhere, and bring your records in from a spreadsheet.
Web appAny browser, nothing to installAvailable
WindowsDesktop appComing soon
macOSDesktop appComing soon
iPhone and iPadApp StoreComing soon
AndroidGoogle PlayComing soon
Desktop and mobile apps are on the way. Tell us which you need first
Import templates · CSV
Customerscustomers.csvVendorsvendors.csvItemsitems.csvInvoicesinvoices.csvBillsbills.csvExpensesexpenses.csvFill one in, then use Imports in the app. Moving guide