Puzzle

Get a single year-to-date Profit & Loss column, or monthly columns with a total, on screen or as a PDF, Excel or CSV export.

How to run a year-to-date (YTD) income statement in Puzzle

If a vendor statement came into Puzzle as a bill, here's how to remove it without double-counting expenses or payments.

Fixing a vendor statement that synced from Ramp as a bill

Fixes for common problems connecting Claude, ChatGPT or other AI tools to Puzzle with MCP: the "Read company data" screen, missing write tools, and tools that refuse to run.

MCP connection troubleshooting

Fixes for common Ramp issues: a card missing from Reconciliations, bills not syncing, Ramp cash accounts, and transactions that haven't arrived yet.

Ramp troubleshooting

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

Answers to common questions about invoices, customer payments, credit memos, AR aging, and customers in Puzzle.

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

Connect Puzzle to Claude, ChatGPT and other AI tools yourself with the MCP connection, or request partner API access.

API and MCP 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

How the Ramp integration works: what Puzzle pulls from Ramp, how 2-way sync and "Ready to sync" work, how to sync manually, and common sync issues.

Syncing Ramp with Puzzle

The trial balance reports available in Puzzle, and how they differ from the Tax Package.

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, export by effective date, 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

Locked out of Puzzle? Here’s how to get back in, whether you forgot your password, signed up with Google, or lost access to your two-factor authentication app.

Can’t Log In? How to Reset Your Password or Two-Factor Authentication

Michael Herchen

Erik Aronesty

Patricia Daos

Puzzle FAQs

How does Puzzle work?

See your runway and burn on the Dashboard, build a 13-week cash flow forecast with AI, and forecast from your AI assistant through the Puzzle MCP.

Cash runway and cash flow forecasting in Puzzle

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

What Reports Does Puzzle Provide?

Yes, for cash: Puzzle projects runway, cash-out date and a 13-week cash flow forecast. For budgets and scenario models, use FP&A tools or free templates.

Can I Do Projections in Puzzle?

Puzzle keeps books for US companies in US dollars. Here's what you need, and where to go if your business doesn't fit yet.

Does Puzzle work for non-US companies?

Is Puzzle Built for Construction and Contracting Businesses?

Can I Change Decimal Points Shown?

How to reach Puzzle Support, our hours, what to include in your message, and what we can help with.

How to Contact Support

Questions about a charge, your billing cycle, or a refund? Here’s where to find your invoices and how to get help.

Billing Questions and Refunds

About Puzzle

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