Puzzle

Learn how to deactivate an account in your Chart of Accounts in Puzzle to prevent it from being used in future transactions.

How to Deactivate an Account in Your Chart of Accounts

Learn how to manually import or add transactions into Puzzle individually or in bulk using a CSV file.

How to Manually Add Transactions in Puzzle

Learn how to connect your banks, payroll, and other integrations in Puzzle to start syncing your financial data automatically.

Connecting Banks & Integrations in Puzzle

New to Puzzle? This article walks you through accepting your invitation and setting up your billing plan to get started.

How to Accept an Invite & Subscribe in Puzzle

Learn how Puzzle's two Stripe subledgers work — the payment processor subledger and the revenue recognition subledger — and how they summarize and post data to the general ledger.

Subledgers Walkthrough in Puzzle

Learn how to bulk recategorize transactions in Puzzle during your review process to quickly reassign multiple transactions to a new category.

How to Bulk Recategorize Transactions in Puzzle

Learn how to import bills into Puzzle via CSV using the provided template or a supported integration format.

How to Import Bills via CSV in Puzzle

How to manually add a bank account to Puzzle that can't be connected via Plaid or direct integration, and keep balances up to date.

Adding a Non-Connected Bank Account in Puzzle

Learn how to record a closed certificate of deposit (CD) in Puzzle by creating manual transfers between your CD and checking account.

How to Record a Closed CD in Puzzle

Learn how to record a historical journal entry in Puzzle after a migration, including how to set the reporting basis and post entries before your cutoff date.

How to Record a Historical Journal Entry in Puzzle

Learn how to merge duplicate vendors in Puzzle to consolidate transactions, bills, and transaction rules under a single vendor name.

How to Merge Vendors

If you need to split a transaction across multiple projects, classes, or departments, Puzzle makes this easy — but the order of steps matters. Here's how to do it correctly.

How to Use Class & Department Tracking with Split Transactions

Learn how to record a bank transfer between two accounts in Puzzle using the Bank Transfers in Transit clearing account.

How to Record a Bank Transfer in Puzzle

Michael Herchen

Step-by-step video walkthroughs to help you get the most out of Puzzle

Video Guides & Walkthroughs

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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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