WizeBooks
Features

Core features

Custom Chart of AccountsSmart Transaction CategorizationBulk ReclassificationSide-by-Side ReconciliationSubscriptions & Recurring Bills10 more

Advanced features

Smart CaptureCustom FieldsWorkroom for TeamsInventory TrackingSimple Budgeting6 more

Online payments

Invoice PaymentsComing soonBill PayComing soon
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Pricing
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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
Troubleshooting

I can't change my plan

Why the plan buttons say "Contact your firm".

If your accountant's firm pays for your WizeBooks subscription, the plan is managed by the firm. Choosing a different plan shows Contact your firm, with the firm's name. Ask your accountant to change it, or to move billing back to you; they can do that from their side, and you'll be asked to accept.

Updated in v1.0.0

WizeBooks

Bookkeeping that keeps up with the business, not the other way round.

Core features

Custom Chart of AccountsSmart Transaction CategorizationBulk ReclassificationSide-by-Side ReconciliationSubscriptions & Recurring Bills

Advanced features

Smart CaptureCustom FieldsWorkroom for TeamsInventory TrackingSimple Budgeting

Resources

DocumentationProduct Updates

Plans

PricingCompare plansAll featuresFAQ

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