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Step-by-step guides for invoices, bank statements, spending, your team and your account.

17 articles

• Getting started with your business booksCreate your business workspace, choose what you see, add customers and categories, and send your first invoice in a few minutes.Business
• Getting started with personal financesSet up a personal workspace for you or your household, upload your bank and card statements, and see where your money goes each month.Personal
• Create invoices and record paymentsCreate an invoice, email it to your customer with the PDF attached, and record the payment when the money arrives, in full or in part.Business
• Track expenses and receiptsRecord what you spend, give each expense a category, and keep the receipt with it. Upload receipts or forward them by email to Sumqo.Business & personal
• Manage customers and vendorsKeep the people and companies you sell to and buy from in one place: contacts, addresses, payment terms, tax details, notes and files.Business
• Upload bank and card statementsAdd a bank or card account and upload its statements as bank files, PDFs, CSV or Excel. Sumqo reads every line and skips duplicates.Business & personal
• Reconcile your bank and card accountsCheck that your books match your bank: review each statement line, confirm suggested matches, and tie each account to its statement.Business & personal
• See where your money goes with SpendingSpending turns your uploaded statements into a clear picture: money in and out, top categories and merchants, recurring bills and trends.Business & personal
• Run, save and export reportsOpen Profit & Loss, Balance Sheet, aging and tax reports, pick a period, export to PDF, Excel or CSV, and have saved reports emailed.Business & personal
• Build dashboards with widgetsMake your own dashboard of charts and figures: start blank or from a template, add widgets, arrange them, and share it with your team.Business & personal
• Accept online payments with StripeConnect a Stripe account so customers can pay invoices online by card or bank transfer. Payments are recorded on the invoice for you.Business
• Move your books from QuickBooksBring customers, vendors, invoices, bills, expenses and payments over from QuickBooks Online, by connecting it or uploading its exports.Business
• Invite your team and set permissionsInvite team members and your accountant, decide what each person can see and do with permission groups, and remove access when needed.Business
• Two-factor sign-in, sessions and devicesProtect your account with two-factor authentication, see where you are signed in, sign out other devices, and manage trusted browsers.Business & personal
• Back up and restore your workspaceDownload one file with every record, setting and uploaded file in your workspace, and restore it later from Settings → Import / Export.Business & personal
• Find your Sumqo subscription receiptsSee every payment for your Sumqo plan, open a receipt to print it, or download it as a PDF for your records from Settings → Plan & billing.Business & personal
• Delete a workspaceDelete a workspace you no longer need. It is read-only for 30 days, any owner can cancel, and then it is closed with its data kept.Business & personal

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