SpeedyBooks Help & Support

Frequently Asked Questions

• Does SpeedyBooks have customer support, if yes what is the cost?

SpeedyBooks provides detailed online help & support guide which is free of cost. You can contact the SpeedyBooks Support team free any time with your queries.

• Can I cancel my trial or subscription?

Yes, you can simply cancel your trial or subscription.

• How can I buy SpeedyBooks Software?

Once you are completed with 14 days of free trial, you can simply buy your very own SpeedyBooks Software with the help of any mode of transaction such as debit or credit card.

• Is my data secure?

Yes. SpeedyBooks secures all your information and accounting data and takes proper care of your data at the highest possible level.

• Can I change my password in SpeedyBooks?

Yes, you can change your Password by logging into the account with your current Password. Login> Your Name from top right corner> Company Account> Change Password.

• Can I invite my personal accountant?

Yes, SpeedyBooks lets you invite your personal accountant. He/She needs to join the CPA programme by filling up a form which is mentioned on the site.

• Can I change an invoice or bill once it has been approved?

Yes, you can edit an approved invoice or bill from the Action menu in the Create Invoice section.

• Does SpeedyBooks own my data?

No, SpeedyBooks doesn’t own your data. However, the Subscriber controls access to the data which is dependent on full payment of the SpeedyBooks Invoices.

• Can I transfer money between my bank accounts in SpeedyBooks?

Yes, you can transfer money between your bank accounts in SpeedyBooks. Follow these steps:
Login> Banking > Bank Accounts>OWNER’S CAPITAL >Transaction in SpeedyBooks.

• Is SpeedyBooks available on my android mobile phone?

Yes, SpeedyBooks has android mobile application to make accounting easy to use anywhere and at any time.

Sign-Up For SpeedyBooks Account

Now you can start using SpeedyBooks by creating your account. Take the 60-Day Free Trial ride and later you can choose a pricing plan if you are ready to continue using SpeedyBooks.

Sign-Up Process: -

• Go to SpeedyBooks Sign-Up Page. (Add link

• Fill your details, read and agree to the terms of use and privacy policy,

• Select the checkbox to confirm that you've read the Terms of Use and Privacy Policy.

• Click on the ‘GET STARTED’ button.

• Once you click on the get started button you will receive a link on your registered email address, where you can set your login password. This might take few minutes.

• Create your password and click on the ‘Send’ button.

• Once you are through with the above procedure, you are all set to use SpeedyBooks.

Add an Organization: -

Once you have activated your SpeedyBooks account, you are ready to set up your first organization in SpeedyBooks.

✔ Enter your organization’s name and other details and click on the ‘SUBMIT’ button.

Purchase a SpeedyBooks Subscription

Choose a pricing plan and enter your billing details when you're ready to pay for SpeedyBooks.

The steps to purchase a plan are as follows:

✔ Go to SpeedyBooks Website

✔ Click on Small Business’ and from the dropdown menu click on ‘Pricing’

✔ Select the plan by clicking on ‘Buy Now’.

✔ After you have chosen a pricing plan, set up your billing account with the payment details for your organization.

✔ The final step in purchasing your SpeedyBooks Subscription is reviewing the summary and confirming the details of your billing account.

Tour of Dashboard and Menus

SpeedyBooks Dashboard

The dashboard displays a snapshot of your expenses, profit & loss, recent activity entered in SpeedyBooks in the form of suitable graphs.

Know how to use the Dashboard, Menus, Icons and other tabs at the top of every screen in SpeedyBooks.

SpeedyBooks has The Name Menu which appears at the top right corner of the screen.

• The Company Account shows the detail of your organization.

• Under Manage User, you can Invite a User and work together in SpeedyBooks. Invite as many users you want so as to give them the privilege to get the joyful experience.

• Business Profile contains the sections to fill your business information which includes the contact details, address, country, State, company logo and so on.

• Under Tax Settings you can check your tax rates of purchase and sale.

Plus Sign

The Plus Sign quickly takes you to Dashboard, Invoice, Payment, Expenses.

Help

From the header, click the Help Button to see all your options for getting help while you're using SpeedyBooks.

Accounts

You can manage the main business functions of your organization: sales, interest income purchases, advances, other income, advertising & marketing etc.

Customers

Under this menu, you can check your existing customers as well as add new customers with the help of ‘Add New Customer’ Button.

Contact SpeedyBooks Support

Contact form which includes Subject, Body and E-Mail Address and ‘Send Support Request’ Button

Set Up SpeedyBooks

If you have not registered yourself to SpeedyBooks you need to sign-up. Once you are through with all the process the first step is to set up your Business Profile.

The Business Profile Section contains the following fields:

✔ Your Company’s Name

✔ Type of Industry

✔ Registration Number

✔ Country

✔ Province/State

✔ Financial Year

✔ Currency

✔ Business Nature

✔ Description

✔ Telephone Number

✔ E-mail Address

✔ Your Website URL

✔ Contact Details which include Registered Address, Physical Address

✔ Your Company Logo

Accept a SpeedyBooks Invite

Know how to Accept an invitation into an organization in SpeedyBooks.

Accept an invite for SpeedyBooks

You need to accept the email invitation, to access SpeedyBooks for the first time. The Steps are as follows:

• Read the email and click on the link inside

• The link takes you to the Sign-Up page.

• Fill the Sign-up Details.

• Select the checkbox to confirm that you have read the Terms of Use.

• Click GET STARTED.

Bank accounts

Add and manage your bank , credit card and loan accounts in SpeedyBooks.

Add an Account

To add an account in SpeedyBooks, follow these steps:

• Go to Banking from the left side menu options.

• Click on Bank Accounts.

• Click Add Account from the drop-down.

• Fill the details (Main Account, Account Type, Name, Description)

• Click Save

Bank account transactions

Bank account transactions are those transactions which are entered into your bank account in SpeedyBooks to match imported bank statement lines.

Bank account transactions are created whenever you enter any of the following:

• Spend & Receive Money Transactions

• Payments on invoices, bills or expense claims

• Overpayments or prepayments

• Transfers between Bank Accounts

• Refunds of credit notes, overpayments or prepayments.

CSV File Upload

• Go to Banking from the left side menu options.

• Click on UPLOAD CSV

• Type your Bank Name

• Select your Account name from the drop-down

• Upload CSV File

• Click Next button

Fill the next details by selecting each item from the drop-down which includes Date, Date Format and Description and Amount column. Click ‘Next’

Click on ‘Submit’ button

Transfer money between your bank accounts in SpeedyBooks

You can check the details of a transfer that you have made between your bank accounts by the following the mentioned process. Once you have entered the transfer, both bank accounts will have a transaction recording the transfer details.

• Go to Banking from the left side menu options.

• Go to Bank Accounts and click OWNER’S CAPITAL from the drop-down.

• The chart will be displayed under Transaction in SpeedyBooks.

Add Sales Recurring

You can now bill your customers on a regular interval for the same amount of product/services offered.

To add the sales recurring follow the steps:

• Click ‘Income’ and from the sub-menus select ‘Sales Recurring.’

• From the top right corner click on ‘ADD SALES RECURRING’ button.

• The page appears to be like this

• Fill the custom details and add new customer from the given ‘ADD NEW CUSTOMER’ button.

• After filling the details Click ‘SAVE.’

• You can now either save and send or save it as draft.

The Action drop-down has four sub-menus. The purpose is mentioned below:

View: Lets you view your Recurring Sales

Edit: Lets you edit the Recurring Sales if required

Void: Lets you delete the Recurring Sales

Send Reminder: With Send reminder you can send the mail again to the customer as a reminder.

Invoice

Creating Invoice lets you bill your customers for the product/service you sell.

• Click ADD INVOICE to create a new invoice

Customer Details:

In this section, you have to enter the basic customer details.

• Once you click on the ADD NEW CUSTOMER button, you will receive a pop-up, wherein you have to fill your customer’s details.

• Click SAVE

• Once you are through with filling up your new customer’s details you can start creating invoice. For an already existing customer you can select from ‘To’ drop-down.

• After filling all the fields, Click Save and from the drop-down, you can directly send the invoice via mail or save the invoice as draft.

The Action drop-down has four sub-menus. The purpose is mentioned below:

View: Lets you view your Invoice.

Edit: Lets you edit the invoice if required.

Void: Lets you delete the Invoice.

Send Reminder: With Send reminder you can send the mail again to the customer as a reminder.

Receive Payment: You can save the received payment details.

ESTIMATES

Login > Income > Estimates

In this section, you have to enter the basic customer details.

• Click on ‘ADD ESTIMATES’ to create a new estimate.

• Once you click on the ‘ADD ESTIMATES’ button, next step is to ‘ADD NEW CUSTOMER’

Customer Details:

In this section, you have to enter the basic customer details.

• Once you click on the ADD NEW CUSTOMER button, you will receive a pop-up, wherein you have to fill your customer’s details.

• Click SAVE

• Once you are through with filling up your new customer’s details you can start creating Estimate. For an already existing customer you can select from ‘To’ drop-down.

• After filling all the fields, Click Save and from the drop-down, you can directly send the Estimate via mail or save the Estimate as draft.

Action drop-down has four sub-menus. The purpose is mentioned below:

View: Lets you view your Estimate.

Edit: Lets you edit the Estimate if required.

Void: Lets you delete the Estimate

Send Reminder: With Send reminder you can send the mail again to the customer as a reminder.

Convert to Invoice: Lets you update the Estimate as Invoice.

REFUND INVOICE

Login> Income> Refund

The refunds made will be visible when you open the menu ‘REFUND’ under ‘INCOME’

To add new refund, click ‘ADD REFUND’ from the top right corner.

Select the Invoice Number from the drop-down that will appear when you click on the selection box.

• Fill the required area and add the refund description in the DESCRIPTION section.

• Once you are through with all the fields. Click SAVE and from the drop-down directly send it to the customer.

The Action drop-down has four sub-menus. The purpose is mentioned below:

View: Lets you view your Refund Details.

Void: Lets you delete the Refund

Send Reminder: With Send reminder you can send the mail again to the customer as a reminder.

EXPENSES

An expense represents all your personal as well as business expenses with a clear picture of where the most of the money is spent giving you the target of generating revenue for your organization.

Login > Expenses > Expense > Add Expense

Once you click on the ADD EXPENSE button, you will receive a new page where you have to ADD VENDOR’S details.

The details box appears as a pop up wherein you have to fill all the basic details of the vendor and then click SAVE.

• Once you are through with filling up your new customer’s details you can start filling the above mentioned fields. For an already existing vendor you can select from ‘Payee’ drop-down.

• After filling all the fields, Click Save and from the drop-down, you can directly send the details via mail or save the expense details as draft.

The Action drop-down has four sub-menus. The purpose is mentioned below:

View: Lets you view your Expense Details.

Edit: Lets you edit the Expense Details if required.

Delete: Lets you delete the Expense.

EXPENSE RECURRING

Login> Expenses> Expense Recurring

To add the expense recurring follow the steps:

• From the top right corner click on ‘ADD SALES RECURRING’ button.

• You will receive a new page and from there click ‘ADD NEW VENDOR’.

• The New Vendor Details box appears as a pop up wherein you have to fill all the basic details of the vendor and then click SAVE.

• Once you are through with filling up your new customer’s details you can start filling the above mentioned fields. For an already existing vendor you can select from ‘Payee’ drop-down.

•After filling all the fields, Click Save and from the drop-down, you can directly send the expense recurring details via mail or save the details as draft.

The Action drop-down has four sub-menus. The purpose is mentioned below:

View: Lets you view your Expense Recurring Details.

Delete: Lets you delete the Expense Recurring.

PURCHASE ORDER

Login> Expenses> Purchase Order

• Click ‘ADD PURCHASE ORDER’

• You will receive a new page and from there click ‘ADD NEW VENDOR’.

• A pop-up will appear which asks for the vendor’s details. Fill in the required details and click ‘SAVE’

• Once you are through with filling up your new customer’s details you can start filling the purchase order deatils. For an already existing vendor you can select from ‘Payee’ drop-down.

• After filling all the fields, Click Save and from the drop-down, you can directly send the purchase order details to the vendor via mail or save the details as draft.

The Action drop-down has four sub-menus. The purpose is mentioned below:

View: Lets you view the Purchase Order Details.

Edit: Lets you edit the Purchase Order Details.

Void: Lets you delete the Order Details.

Send Reminder: With Send reminder you can send the mail again to the vendor as a reminder.

Convert to Expense: Lets you update the Purchase Order to Expense.

INVENTORY

Login> Inventory

Under this section, you can check the entire list of products. Also, you can add new inventory.

By clicking on ADD INVENTORY, you will get a list of fields where you have to fill the product details.

After filling all the fields, click on ADD button. This will take you to the very first page where you can check all your inventories which to be appears like this;

PAYROLL

Login> Payroll

This section lets you keep a check on all your payment slips which keeps a record of the payments made to the employers.

With the help of ‘RUN NEW PAY’ you can add a new payment where you can set a Pay Frequency (weekly, monthly, and even the option customization), Select the Payment Date and click NEXT.

• Once you click NEXT you will receive a new page, where you can select your Employee’s name or add a new employee by clicking ADD button.

• Add the Pay Items and other details.If needed, you can upload a file and click ‘SAVE’

• With ‘MANAGE PAY ITEMS’ you can manage the payments done by you by adding more new pay itmes.

With the help of ‘ADD EMPLOYEE’ you can add new employees by filling the personal details of the employee. The employee details box appears to be like this;

After filling all the details of your employee click SAVE.

The Action button under Paycheck chart has three options which are for the following use:

View: The View button helps you to view the Paycheck.

Delete: The Delete button helps you to delete that paticular employees’s paycheck.

Resend: With the help of Resend option you can send the payment details again by entering the email address.

REIMBURSEMENT

With the help of reimbursement you can repay the money which has already been spent on any service/product.

Login> Reimbursement

Click on ADD NEW CUSTOMER. By doing so you can add new customer for the reimbursement. Enter the customer details.

• Enter the first name, last name, email address, phone number, state and country name of the customer.

• Click SAVE

• Once you are through with filling up your new customer’s details you can start filling the above mentioned fields. For an already existing customer you can select from ‘To’ drop-down.

• After filling all the fields, Click Save and from the drop-down, you can directly send the reimbursement via mail or save the reimbursement as draft.