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Compare imported books and continue bank setup

Use this page to compare a saved QuickBooks import against the verified annual controls, then continue bank setup by matching connected accounts to the original source books. Differences are review items, not automatic adjustments, and the bank-review section only applies after the import is verified.

4 min readAdministrators Connect Mercury and choose bank accounts

Use Settings > Integrations to add or update a Mercury connection, review the discovered accounts, and save the accounts this workspace should use. Manual sync and backfill are available when those controls are enabled in your workspace.

3 min readAdministrators Connect Shopify and Flexport

Connect Shopify and Flexport from Settings > Integrations by saving the connector credentials each integration asks for, then checking the configured status on the card. Sync and backfill actions are separate controls and may be disabled by your workspace permissions or the page’s manual sync setting; a queued sync is not the same as a completed result.

4 min readAdministrators Connect Wise or PayPal

Use the Integrations page to connect Wise or PayPal for your workspace by entering the required credentials for the provider card that is available to you. Wise also supports an optional API base, and PayPal also supports an optional base URL.

2 min readAdministrators Connect your ledger and select a Company

Connect ERPNext from the Integrations page by saving the site URL, API key, API secret, and the exact company name for that connection. If the save succeeds, the ERPNext card becomes configured and that company stays bound to the connection for later ledger reads in this workspace.

3 min readAdministrators Import books from QuickBooks

Import your QuickBooks books by creating a saved private import run, uploading the source files, reviewing the proposed mappings, and then approving the frozen preview. If the run is interrupted, you can reopen the saved run and continue without starting over.

5 min readAdministrators Link or reconnect a bank with Plaid

Connect or reconnect a bank with Plaid from Settings > Integrations, and trigger a sync only when manual sync is enabled in your workspace. This article also explains how to handle duplicate institution names, multiple Plaid items, and what to check if the connection is not yet confirmed.

3 min readAdministrators Manage connections and read sync status

Manage your connected integrations from the Integrations page, where you can add or update connector credentials, review whether a connector is active and configured, and start sync or backfill jobs when they are available. The page also shows whether secrets are present versus whether a connection has actually been authenticated, so you can tell configuration from a working connection.

5 min readAdministrators Understand connection capabilities and permissions

This reference explains which connector cards are supported in Settings > Integrations, what credentials each one needs, and what happens when you save credentials, connect Plaid, or request a sync or backfill. It also notes the role and workspace permissions needed for those actions and what to do when a request is skipped, disabled, or rejected.

7 min readAdministrators

Browse by topic

Getting startedStart with the right workspace and access.6 guides Connections and importsConnect sources and understand synchronization.9 guides Banking and transactionsBalances, review, transfers and documents.12 guides Books and closeAccounts, journals, statements and exports.10 guides Invoices and paymentsDrafts, posting, credits and invoice delivery.6 guides Customers and suppliersParty records, summary columns and maps.3 guides Products and landed costStock, units, valuation and shipments.6 guides ReconciliationPayouts, vendor bills, returns and COGS.5 guides Reports and questionsBuild, understand, save and export reports.8 guides Personal planningSpending, baskets, goals and subscriptions.10 guides Plans and billingCurrent plans, access and billing requests.1 guides Compliance evidenceTraceability, certificates and review reports.1 guides Help and securityTroubleshooting, status and support.3 guides

Popular guides

Get started with Finanly

Get started with Finanly by signing in, then use your active workspace and available navigation to review data that matches your access. Some settings and ledger views depend on your workspace mode, role, and enabled features, and review workflows may require you to confirm changes before they are finalized.

4 min readAll workspaces Understand bank balances and freshness

Bank balances can come from a provider snapshot, a cached provider balance, or a ledger-based balance, and those values are not the same thing. This article explains how to read the balance fields, what freshness means, and why a balance may be shown as unavailable, unknown, or zero.

5 min readAll workspaces Create, review and post a sales or purchase invoice

Create a sales or purchase invoice draft and review the saved invoice before posting. If a save is unresolved and its original request remains available in recovery, use Resume existing save rather than creating another invoice. Sending or printing a posted invoice is a separate action after submission.

8 min readBusiness Manage products and read stock values

Use Products to create, edit, search, and remove inventory items in your current workspace. You can also read each item’s stock quantity, stock unit, and estimated stock cost, and tell the difference between a verified zero and a value that is unavailable.

7 min readBusiness Build an exact report in Report Studio

Build an exact report in Report Studio by choosing fields from the schema, setting rows, columns, values, and filters, then running a preview to review the current result. You can also save, load, favorite, or delete reports, and the preview uses Core-calculated totals and unit details rather than browser-side math.

8 min readAll workspaces Set up your personal planner

Set up your personal planner by entering your income sources, fixed expenses, and planner baskets, then choosing how unspent basket funds should roll over. The planner uses your current workspace settings and real account balances to estimate available to spend, so you can review planning totals before you save changes.

6 min readPersonal