Resources

Guides

Setting Up Custom Accounts: Map Categories to Your Chart of Accounts

Learn how to configure your Chart of Accounts in TraceEntry for direct import to QuickBooks, Xero, or any accounting software. Step-by-step guide to custom account mapping.

Tips & Best Practices

Monthly Bookkeeping Workflow with TraceEntry

Streamline your monthly bookkeeping process using TraceEntry. Learn an efficient workflow for processing client bank statements, categorizing transactions, and delivering clean reports.

Tips & Best Practices

Preparing for Tax Season: Categorization Best Practices

Get your transaction categorization tax-ready. Learn best practices for organizing expenses, identifying deductions, and preparing clean records for tax filing.

Tips & Best Practices

Handling Mixed Personal and Business Transactions

Learn how to identify and properly categorize personal expenses in business accounts. Best practices for maintaining clean books and avoiding tax issues.

Getting Started

How to Use TraceEntry: Complete Getting Started Guide

Learn how to categorize bank transactions automatically with TraceEntry. Step-by-step guide covering upload, column mapping, AI categorization, review, and export.