Puzzle

Answers to common questions about using classifications in Puzzle to tag transactions by department, location, or custom groupings.

FAQ: Classifications

Common questions about managing bills and accounts payable in Puzzle — from entering bills to matching payments and voiding records.

FAQ: Accounts Payable

FAQ: Accounts Receivable

Frequently asked questions about Puzzle's Stripe integration

FAQ: Stripe

What partners does Puzzle integrate with, and what information syncs to Puzzle?

FAQ: Integrations

Follow the steps below to import your invoices via CSV in Puzzle

How to Import Invoices via CSV

This article explains what ingestion dates are, how to review them, and how to update them if you need older transactions to sync.

How to Review and Update Your Integration Ingestion Dates

Learn how to apply a vendor payment to a bill in Puzzle by linking a synced or manual bank transaction.

How to Apply a Vendor Payment to a Bill

Learn how to manage multiple companies under one Puzzle login by creating separate business accounts.

Can I Manage Multiple Companies Under One Puzzle Login?

Set a Ledger Start Date (Cutoff Date) in Puzzle to remove all data before a specific date and begin accounting activity from a clean starting point.

How to Set a Ledger Start Date to Remove Historical Data

This guide explains how Puzzle’s Stripe integration works and how Stripe data is used to automate revenue recognition in Puzzle.

Puzzle + Stripe Integration: Automated Revenue Recognition

Learn how to archive an account in Puzzle when you can’t delete it. This guide walks through archiving an account from the Integrations page, finding the mapped account in the…

How to Archive Accounts in Puzzle

Learn what clearing accounts are in Puzzle, why you may see the same clearing activity multiple times, and how these temporary holding accounts help ensure accurate bookkeeping and reconciliation.

Understanding Clearing Accounts in Puzzle

Learn how to categorize contributions, distributions, and equity activity in Puzzle for LLCs, C-corps, and S-corps.

How to Categorize Owner + Equity Transactions in Puzzle

Learn who is eligible for Puzzle API access and how platform and accounting partners can request it.

API Access in Puzzle

Learn why credit card payments sometimes appear unmatched in Puzzle, what the warning means, and how to manually link missing transactions using the Add Offsetting Transaction feature.

How to Fix Unmatched Credit Card Payments in Puzzle

Learn how to invite your accounting firm to Puzzle, send an access invitation, and track whether the firm’s status is pending or active.

How to Invite Your Accounting Firm to Puzzle

Learn how to set up and manage the 2-way sync between Ramp and Puzzle. This guide covers how to pull transactions, trigger manual ingestion, and troubleshoot common sync errors.

Syncing Ramp with Puzzle

Overview of Trial Balance Types in Puzzle

Learn why your treasury or investment account balance in Puzzle may not match your actual account, and how to fix it using Set Balance settings.

Why Your Treasury Balance in Puzzle Doesn't Match Your Account

You may need to transfer account ownership if you're offboarding, changing roles, or if an accountant or firm needs to hand the account back to a non-firm user.

How to Transfer Account Ownership in Puzzle

Need to export your P&L or Balance Sheet for a specific date range? Learn how to set custom dates, enable effective date reporting, and download your financials in CSV, PDF,…

How to Export Financial Statements with Custom Dates in Puzzle

Learn how to upgrade your Puzzle subscription to a paid plan to unlock full access to financial statements, reports, and insights.

How to Upgrade Your Puzzle Plan

Learn how to cancel your paid Puzzle subscription.

How to Cancel Your Puzzle Subscription

Learn how Puzzle automatically links related transactions across accounts, what to do if a link is incorrect, and how to handle unlinked transactions.

Understanding Linked Transactions in Puzzle

Learn how to bulk upload a new Chart of Accounts (COA) in Puzzle using a pre-formatted CSV template. Step-by-step instructions for getting your accounts set up quickly.

How to Bulk Upload a Chart of Accounts (COA)

Email invoices to your customers directly from Puzzle, complete with your branding and a PDF attachment — no downloading or manual sending required.

How to Send an Invoice by Email

Add your logo and brand color to invoices in Puzzle so they look professional and on-brand — in the preview, the downloaded PDF, and emails sent to customers.

Customizing Your Invoices

Step-by-step guide to bulk importing manual journal entries via CSV — including downloading the template, selecting cash vs. accrual basis, and validating your file before import.

How to Bulk Import Manual Journal Entries via CSV

When Puzzle AI doesn't work as expected — wrong output, an error, slow response, or unexpected behavior — sharing a few details up front helps us fix it faster.

How to report an issue with Puzzle AI

Learn how to purchase additional AI credits in Puzzle to keep using AI Close, Accounting AI, and other AI-powered features.

How to Buy More AI Credits in Puzzle

Learn how to switch Puzzle between light and dark mode from your profile menu.

How to Switch Between Light and Dark Mode in Puzzle

Michael Herchen

Puzzle FAQs

How does Puzzle work?

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

What Reports Does Puzzle Provide?

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?

We love Stripe Atlas and other non-US incorporation services

Does Puzzle work for non-US companies?

Is Puzzle Built for Construction and Contracting Businesses?

Can I Change Decimal Points Shown?

How to Contact Support

About Puzzle

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