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FAQs for Small Businesses
Everything you need to know about TidyBooks for your business.
What exactly does TidyBooks do?
Is this just a receipt scanner?
How is TidyBooks different from other receipt-capture tools?
Which accounting platforms does TidyBooks work with?
How does TidyBooks know which invoices or receipts to use?
Can it handle foreign currency receipts?
What about credit card surcharges and payment processing fees?
How does it match receipts to my bank transactions?
Can I teach it my own rules, like 'always code Adobe to Software'?
Can I write rules in plain English?
What happens if it gets something wrong?
Do I need to approve each transaction manually?
How secure is my data?
What can TidyBooks change in my Xero account? Could it break anything?
Can TidyBooks handle multiple businesses or accounts?
Does TidyBooks work with email providers other than Gmail and Outlook?
Will it work if my receipts are in PDFs or email attachments?
Is TidyBooks available yet?
Who is TidyBooks for?
I signed up as a small business but I'm actually an accountant. How do I switch to a practice account?
FAQs for Small Businesses | TidyBooks | TidyBooks