By Andrew and 3 others4 authors39 articles
Getting Started Tips
Summary of Puzzle by Page
How to Import Manual Accounts in Puzzle
Bank and credit card reconciliations
Understanding your Puzzle chart of accounts (COA)
Adding an account to the Chart of Accounts
How to Change Account Names in the Chart of Accounts
Adding, modifying, and troubleshooting integrations
What is included in "spending" in Puzzle?
Integrations page FAQs
Confirm Your Opening Balance
How to edit your opening balance
Reconciling Revenue to Stripe
How do I export my Chart of Accounts?
How to Create a Manual Journal Entry
How to Merge Vendors
How to Export Transactions
The Monthly Checklist
How to Generate an Invoice
Clearing Accounts: Make Sure They Clear
How to Change a Vendor on a Transaction
Can I Export My Data?
Puzzle Tax Documents
How to Delete / Remove a Transaction
How to Add a Transaction
Automated Placeholder Transactions
How does Puzzle work?
What Reports Does Puzzle Provide?
Can I Do Projections in Puzzle?
Can I Edit Descriptions from My Bank or Credit Card?
Do you have tagging, classes, or tracking categories?
I do not have an US account and I'm a foreign entity. Can I still use Puzzle?
Is Puzzle Built for Construction and Contracting Businesses?
Do you have an integration with Shopify?
Do you integrate with ShipBob?
Can I Change Decimal Points Shown?
Can I edit the memo in an MJE?