Guides for the things you'll do every week in PeakBooks. Not finding an answer? Email support@peakbooksapp.com.
Create your PeakBooks account, set up your business in the 4-step wizard, and land on a working dashboard.
3 min readLink your bank or credit card so transactions flow into PeakBooks automatically. Includes MFA and unsupported-bank tips.
3 min readThe fallback when Plaid isn't available — drop a CSV from your bank and PeakBooks will detect the format and import it.
3 min readCategorize one at a time, use the AI suggestion, bulk-update many at once, or build learned rules that catch future matches.
6 min readWalk through the month-end reconcile flow: enter the statement, mark cleared items, find discrepancies, and lock when done.
7 min readLock a month, quarter, or year so the books can't be edited after the fact — and what to do at year-end with Retained Earnings.
6 min readCreate and send an invoice, record the payment when it comes in, and set up recurring invoices for repeat clients.
6 min readEnter a bill from a vendor, mark it paid, copy from a previous bill, and set up recurring bills like rent or insurance.
5 min readPair an incoming bank deposit with one or many open invoices in a single step. PeakBooks creates the payment, deposit, and link automatically.
5 min readScan a client's books for duplicates, missing vendors, inconsistent categorization, and more. Bulk-fix inline with one-click undo.
6 min readUpload a PDF engagement letter once, send to clients with per-letter variable fields, and collect typed or drawn signatures inside PeakBooks.
5 min readGive your accountant secure access to your books — or, if you're the accountant, accept the invite and switch into the client.
3 min readHow the 7-day trial works, what each tier includes, and how to upgrade, downgrade, or cancel from the Stripe billing portal.
3 min readWe answer support emails personally. Usually within a few hours on weekdays.