WizeBooks
Features
Core features
Custom Chart of Accounts
Smart Transaction Categorization
Bulk Reclassification
Side-by-Side Reconciliation
Subscriptions & Recurring Bills
10 more
Advanced features
Smart Capture
Custom Fields
Workroom for Teams
Inventory Tracking
Simple Budgeting
6 more
Online payments
Invoice Payments
Coming soon
Bill Pay
Coming soon
See all 28 features
Compare the plans
Pricing
Resources
Documentation
A guide to every page
Product Updates
What's new in each release
FAQ
Live Demo
Demo
Get started
WizeBooks help center
Step-by-step guides for every part of WizeBooks.
Getting started
Welcome to WizeBooks
Create your company
Connect your bank
Import from QuickBooks
Invite your team and accountant
Working with lists
Updates and what's new
Overview
Dashboard
Inbox
Accounts
Reports
Documents
Activity
Sales
Customers
Customer Credit
Sales
Estimates
Invoices
Subscriptions
Products
Purchases
Vendors
Vendor credit
Expenses
Purchase orders
Bills
Recurring bills
Mileage
1099s
Accounting
Chart of accounts
General ledger
Bank rules
Reconcile
Reclassify
Budgets
Period close
Settings
Profile
Team members
Company
Accounting settings
Sales & payments
Reports settings
Custom fields
Integrations
Backup & restore
Subscription
Help & feedback
Help
Feature requests
Troubleshooting
My bank connection needs a login
A transaction is missing
I can't change a transaction in a closed period
A customer or I didn't get an email
I can't change my plan
