By Andrew and 3 others4 authors31 articles
Summary of Puzzle by Page
How to Import Manual Accounts in Puzzle
Bank and credit card reconciliations
Categorizing a transaction
Creating custom rules
Adding additional users to your company workspace
Understanding your Puzzle chart of accounts (COA)
Adding, modifying, and troubleshooting integrations
Rules and categories
Adding an account to the Chart of Accounts
Getting Started Tips
What is included in "spending" in Puzzle?
Integrations page FAQs
Confirm Your Opening Balance
Can I Edit Descriptions from My Bank or Credit Card?
What Reports Does Puzzle Provide?
I do not have an US account and I'm a foreign entity. Can I still use Puzzle?
Do you have an integration with Shopify?
Do you integrate with ShipBob?
Reconciling Revenue to Stripe
Do you have tagging, classes, or tracking categories?
How does Puzzle work?
Is Puzzle Built for Construction and Contracting Businesses?
Can I Do Projections in Puzzle?
How to Account for Employee Reimbursements
Edit Transaction Categorization
AI Categorization Tools
Finalization & Transaction States
How do I export my Chart of Accounts?