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Bookkeeping: Transactions, Invoices & Expenses

Record income and expenses, keep an invoice record, import payouts from connected accounts, and bring in history from CSV.

Finances & OperationsMembers only

Clean books without the spreadsheet wrestling

Bookkeeping gives your business a ledger inside WABA: log income and expenses in seconds, keep a record of invoices through their lifecycle, review payments and invoices from connected payment tools before importing them, and bring in history from CSV. Your numbers flow into Insights — revenue, invoices, and recent transactions show up automatically.

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Also in this guide

  • Where to find it
  • Recording transactions
  • Ready to import from connected accounts
  • Invoices
  • Expenses & CSV import
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