Frequently Asked Questions (FAQs)

This section will contain frequently asked questions with quick answers, and when available, links to additional information on the topic in question.

• Recategorize Coded Transactions
• How to submit payments through Autobooks
• How can I set up Auto Pay for my invoices?
• How do I apply a payment to an invoice?
• How do I add tax to an invoice?
• What is a Product/Service?
• How do I Contact Support?
• Can't Export Financial Report - IE 11
• Cash Out? What's that?
• Cash In? What's that?
• I denied a check; why can't I reuse that check number?
• How do I archive/un-archive a contact?
• Help! I need somebody...
• Where do I go to see payments made by my customers?
• What happens when I delete an invoice?
• What is up with that timeout warning?
• What are Categories and Category Groups?