Quick Start Guide

This guide walks you through everything you need to do to get set up and start seeing your finances clearly. Most people are up and running in about 15 minutes.
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🎥 Prefer to watch? Check out the video walkthrough here
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The first thing you'll want to do is connect your bank accounts, credit cards, payroll provider, and payment processor (like Stripe). This is what allows Puzzle to automatically pull in your transactions.
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👉 Learn how to connect your accounts
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Already done this during signup? Great — you're ahead of the game! 🎉
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Reconciling makes sure all your transactions have been captured correctly in Puzzle and nothing is missing. Think of it as double-checking that what's in Puzzle matches what's actually in your bank.
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👉 Learn how to reconcile your accounts
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Categorizing your transactions tells Puzzle what each payment was for — like whether a charge was for software, payroll, or office supplies. The more you categorize, the more accurate your financial reports will be.
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Start with your biggest or most recent transactions first — you don't need to do everything at once.
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👉 Learn how to categorize transactions
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Head back to your Dashboard and scroll down to see your financial statements. You can click into any number to see the individual transactions behind it. Use the Spotlight feature on the cash activity report to review any big changes month over month.
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Have a co-founder, team member, or bookkeeper? You can invite them to Puzzle and even tag them on specific transactions to ask questions or get context.
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👉 Learn how to invite users
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Not sure if everything is set up correctly? Our team offers free onboarding calls to walk you through Puzzle and make sure your books are on the right track.
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👉 Book a free call here
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If you'd rather hand this off entirely, we have a network of expert bookkeepers who specialize in Puzzle.
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👉 Browse our bookkeeper directory