Categorising Transactions

Categories, Getting Started

User Guide » Category: "Getting Started" Categorising Transactions When you create or edit transactions, you can categorise them. Transaction Categories help you more clearly analyse your profit & loss, and see which products, services, or sources...

How to Record a Transaction

Getting Started

User Guide » Category: "Getting Started" How to Record a Transaction There are 2 ways to record a Sale. The first way is to import transactions from your online bank account or PayPal account. The second way is to manually record a Sale. This is the...

How to Import Transactions

Getting Started

User Guide » Category: "Getting Started" How to Import Transactions Importing Transactions is a very fast, very powerful way to populate your system. You can import transactions from a wide range of sources, including Amazon Seller Central, your bank...

How to Add a Bank Account

Getting Started

User Guide » Category: "Getting Started" How to Add a Bank Account The Accounts area reflects your bank accounts. You can use this functionality to quickly see where your money is, how it is being used, and to better organise your transactions. Once...

How to Integrate with PayPal

Getting Started

User Guide » Category: "Getting Started" How to Integrate with PayPal Log into your PayPal account Open Profile > Profile & Settings > My Selling Preferences > API access Click Grant API Permission Enter the Third Party Permission...

First steps – getting set up

Getting Started

User Guide » Category: "Getting Started" First steps – getting set up When you first start using 10 Minute Accounts, there are a few steps you’ll need to take to get the system working as you need it.   Step 1: Integrate with PayPal If...