Puzzle

Summary of Puzzle by Page

How to Import Manual Accounts in Puzzle

Bank and credit card reconciliations

Categorizing a transaction

Splitting transactions

Creating custom rules

Adding additional users to your company workspace

Understanding your Puzzle chart of accounts (COA)

Adding, modifying, and troubleshooting integrations

Understanding transactions and automated categories

Rules and categories

To add an account to the default chart of accounts within Puzzle, follow the steps illustrated below

Adding an account to the Chart of Accounts

This is a quick guide to help you get started on the right foot and uncover many of the exciting features of Puzzle

Getting Started Tips

In Puzzle, "spending" refers to all non-payroll purchases that are paid to a third-party vendor in exchange for goods and services.

What is included in "spending" in Puzzle?

Integrations page FAQs

💡 An opening balance is the balance of your account immediately prior to the first transaction Puzzle recorded from that account.

Confirm Your Opening Balance

Sometimes banks and credit cards send over TMI, and we know it's a pain.

Can I Edit Descriptions from My Bank or Credit Card?

You, your investors, or your accountant will want to know what reports Puzzle provides

What Reports Does Puzzle Provide?

We love Stripe Atlas and other non-US incorporation services

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

In addition to your chart of accounts, many platforms offer another dimension to run reports for department, geography, or product line.

Do you have tagging, classes, or tracking categories?

How does Puzzle work?

Is Puzzle Built for Construction and Contracting Businesses?

Puzzle is an accounting system that has some additional features, but. we are not a financial planning and analysis tool

Can I Do Projections in Puzzle?

If you use Ramp, you are in luck! If not, here are some more details

How to Account for Employee Reimbursements

How to edit the categorization of a finalized transaction (green check mark)

Edit Transaction Categorization

How to calculate EBITDA using your Puzzle financial statements

EBITDA

AI Categorization Tools

Finalization & Transaction States

Do you want to see all the accounts in an excel or google sheet?

How do I export my Chart of Accounts?

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Puzzle Overview

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company

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