Getting started with TeeBooks
Activate the module, pick your plan and set up a first client's books: chart of accounts, bank accounts, taxes.
TeeBooks is the platform's bookkeeping module. It opens from the sidebar (the Accounting entry) and runs on its own subscription: Démarrage at $19/month or Plus at $59/month. See Plans and billing.
Set up a client's books
- 1Select the client in the header (the client list is shared with TeeTax).
- 2Open Chart of accounts: a standard chart is provided; adapt it as needed (add, renumber, merge).
- 3In the client's sheet, enter its tax numbers (GST and QST): they print on its sales invoices.
- 4Import its bank transactions, or run the AI Migration if the client comes from another software.
The Dashboard then gives you the state of the books at a glance: bank balances, revenue and expenses for the month, receivables and payables, detected anomalies and pending tasks.
The Books health page (Plus plan) combs through the file: uncategorized transactions, unreconciled periods, unbalanced entries, late tax returns.