Puzzle

When a customer's payment is deposited net of a processing fee, use a credit memo on the original invoice to post the fee to Bank Fees (or any other account)…

Recording Processing Fees on Invoice Payments with Credit Memos

Get up and running with Puzzle fast. Connect accounts, set your opening balance, and generate real-time financials in minutes.

Quick Start Guide

A complete page-by-page walkthrough of Puzzle's features — from the dashboard and transactions to reports and integrations.

Summary of Puzzle by Page

Learn exactly what transactions and accounts Puzzle counts toward your spending totals, and how spending metrics are calculated.

What Counts as Spending in Puzzle?

Learn how to sync your Puzzle Ledger with your bank statements. This guide covers uploading statements, matching transactions, resolving balance differences, and re-opening past reconciliations.

How to Reconcile Bank and Credit Card Accounts in Puzzle

How to confirm your opening balance when you first connect accounts to Puzzle, ensuring your books start on the right foot.

Confirm Your Opening Balance

Need to correct your starting balance? Follow these steps to edit your opening balance in Puzzle after initial setup.

How to edit your opening balance

Understand what automated placeholder transactions are in Puzzle, why they're created, and how to handle them to keep your ledger clean.

Automated Placeholder Transactions

How to manually set balances and reconcile investment accounts in Puzzle — ideal for accounts that can't be auto-connected.

Set Balances and Investment Account Reconciliations

Create professional, branded invoices directly from Puzzle. Learn how to fill in invoice details, save or post, duplicate, and delete drafts using Puzzle's live-preview invoice editor.

How to Create an Invoice in Puzzle

Stay on top of your books with Puzzle's built-in monthly checklist — a simple routine to close your books accurately and on time.

The Monthly Checklist

Learn how to delete or void a manual journal entry in Puzzle to correct accounting errors without disrupting your general ledger.

How to Delete or Void a Manual Journal Entry

Find out whether and how you can edit a manual journal entry in Puzzle after it has been posted to your general ledger.

Can I Edit a Manual Journal Entry?

Learn how to export your financial data from Puzzle, including transactions, general ledger, and financial statements as CSV or Excel files.

Can I Export My Data?

Everything you need to know about tax documents in Puzzle — what's available, how to access them, and how to share them with your tax preparer.

Puzzle Tax Documents

A complete guide to creating and managing manual journal entries in Puzzle for transactions that require custom double-entry accounting.

Manual Journal Entries in Puzzle

How to view, filter, and export your general ledger in Puzzle — the complete record of all accounting entries for your business.

General Ledger in Puzzle

How to enter, manage, and pay bills in Puzzle. Keep your accounts payable organized and track vendor payments in real time.

Bills in Puzzle

Create, send, and manage invoices in Puzzle. A complete guide to Puzzle's invoicing features for tracking accounts receivable.

Invoicing in Puzzle

How to view and interpret your financial statements in Puzzle, including the balance sheet, profit & loss, and cash flow report.

Financial Statements in Puzzle

Manage who can see and do what in your Puzzle workspace. A guide to user roles, permissions, and access levels for your team.

User Permissions

How to track and report 1099 vendor spending in Puzzle. Identify contractors, flag eligible payments, and prepare for tax season.

Tracking 1099 Vendor Spending in Puzzle

If changes you've made to transactions or the general ledger aren't showing up in your dashboard or financial reports, you can manually trigger a sync to pull in the most…

How to refresh and sync your data in Puzzle

Michael Herchen

Puzzle Overview

Understand how Puzzle defines and calculates cash, including what's included in your cash balance and how it flows through your financials.

Cash Definitions

Learn how the metrics on the dashboard are calculated

Dashboard Metrics

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.