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Frequently Asked Questions
Everything you need to know about TidyBooks.
What does each client get with their license?
How does the license system work?
What if a client leaves our practice?
Can my staff handle most of the work, with seniors only reviewing exceptions?
Can we backfill 12+ months of historical receipts when onboarding a new client?
How do we stop chasing clients for missing receipts?
What audit trail do we get for offshore or multi-team work?
We already use a receipt-capture tool. How do we move clients across?
How does TidyBooks know which invoices or receipts to use from a client's accounts?
Can it handle foreign currency receipts for clients?
What about credit card surcharges and payment processing fees?
How does it match receipts to a client's bank transactions?
Can we set practice-wide rules, like 'always code Adobe to Software'?
Can we write rules in plain English?
What happens when TidyBooks gets something wrong on a client's books?
Do we have to approve every transaction before it syncs to a client's books?
How secure is our clients' data?
Can clients access their own data?
Do I need separate subscriptions for each client's accounting software?
What can TidyBooks change in my client's Xero or QuickBooks (coming soon)? Could it break their books?
What accounting platforms do you integrate with?
How do my clients send their documents?
How do I get started?
Can I get custom pricing for a large practice?
Frequently Asked Questions - TidyBooks | TidyBooks