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Short, specific guides, written from the product, not a generic manual
Bookkeeping
- A GST/HST payment or refund recorded twice
- Add a transaction by hand
- Add, deactivate or delete a shareholder
- Add, deactivate or remove a team member who pays expenses
- Approve a bill
- Attach a receipt to a bank charge
- Auto-categorize a vendor with rules
- Build your books from a folder of documents
- Cancel a bill you already approved
- Categorize a bank charge on your phone
- Categorize bank transactions
- Close a month
- Connect a bank or add a statement
- Connect Square, PayPal or Stripe
- Connect your Shopify store
- Count your stock and post the adjustment
- Declare and pay dividends
- Delete a business
- Do I need to register for PST in another province
- Download your reporting pack
- Duplicate bills, and vendors that send a bill plus a receipt
- Email your reporting pack automatically
- Enter opening balances
- Enter your accountant's year-end adjustments
- Find a transaction
- Find the GST/HST worksheet
- Fix a statement that doesn't tie
- Foreign-currency bank and card accounts
- Get reminded to pay a credit card or line of credit
- Give your bookkeeper or accountant access to your books
- Hand your books to your accountant
- Hold back part of a subcontractor's bill
- Import a bank statement
- Import your data from QuickBooks
- Keep a supplier's quotes on file
- Lock a period
- Manage bank accounts and opening balances
- Match a bill to a bank transaction
- Match a customer deposit to an invoice
- Pay a foreign-currency bill in instalments from your CAD account
- Pay several bills with one payment
- Pay someone back
- Pick a custom date range on a ledger page
- Point a posting category at your own account
- Post a manual journal entry
- Proformas and supplier deposits
- Read the AP and AR aging reports
- Read the Books Health panel
- Read your Balance Sheet
- Read your Cash Flow statement
- Read your General Ledger
- Read your Profit and Loss
- Read your Trial Balance
- Receipts vs bills
- Reconcile a month
- Record a bill you paid personally
- Record a credit-card payment
- Record a customer credit from a deposit
- Record a customer refund
- Record a GST/HST payment from the bank line
- Record a GST/HST refund from the CRA
- Record a GST/HST return you filed somewhere else
- Record a PST remittance to the province
- Record money that settles a balance your books already carry
- Record owner salary and remittances
- Record when you last counted stock
- Recurring charges with no bill
- Review possible duplicates after connecting a bank
- Rules for a supplier's bank charges
- Save a report view
- Schedule a bill payment
- See everything about a vendor
- See the sales behind your PST figure
- See what HQ did for you this week
- See who the business owes
- See your bills on your phone
- Set up a new book
- Set up a recurring bill
- Snap a receipt with your phone
- Switch between cash and accrual reporting
- Switch from another accounting system
- Take a deposit before you start the job
- The assistant answers about one book at a time
- Track mileage
- Two ways to track the cost of your stock
- Upload a bill or receipt
- What "Books current through" means
- Why TALISK_HQ asks whether a tax report is the return you filed
- Work out the tax when you only have the total
- Work with the chart of accounts
- Your books changed after you filed
- Your books don't match the bank
- Your first week on the tools
Contacts
Ecommerce
- Compare this year to last year on the Trends tab
- Email an ecommerce customer
- Foreign-currency ecommerce payouts
- How payouts land in your books
- Record orders paid outside your processor
- See everything you know about a customer
- Track product costs (COGS)
- What the Ecommerce overview number means
- What the Ecommerce Products list shows
General
Invoicing
- Attach a source document to an invoice
- Bill a quote in stages
- Chase every overdue invoice in one pass
- Create a quote and convert it to an invoice
- Create an invoice
- Create an invoice from an uploaded document
- Delete, archive, or cancel a job
- Duplicate an invoice
- Email an invoice to your client
- Find a job by its number, and record where it is
- Hold back part of an invoice
- Invoice a job's unbilled work
- Let a worker log their own hours
- Log hours against a job
- Notes and photos on a job
- Read a statement of account
- Record a payment on an invoice
- Save your usual lines to a price list
- Send invoices and record payments from your phone
- Set up recurring invoices
- Start a job from the site
- Track a job's costs, budget, and quote
- Write off a bad debt, and what happens if it is paid
- A message shows a preview instead of the whole email
- Answer a calendar invitation from your email
- Attach a file from your phone
- Check an attachment before you send
- Clear out Spam and Trash
- Compose a new email message
- Create a Shopify customer from an email
- Filter a sender out of your inbox
- Fit more emails on the screen (compact rows)
- Have the AI write a reply for you
- How action items work
- Images in email and your privacy
- Indent text in an email
- Is my inbox up to date?
- Keep a job's emails together
- Keep several screens open at once in the desktop app
- Keyboard shortcuts in the desktop app
- Mark an invoice paid from a payment email
- Move mail to a folder
- Open an encrypted message
- Print an email or view its original
- Read an email: dark view, quoted text and dates
- Reply from a saved template
- Reply to the customer from a Shopify order email
- Report a problem when something goes wrong
- Search your email, and choose where to look
- See who a reply will actually go to
- Send from an alias (Gmail send-as address)
- Snooze an email and get reminded when nobody replies
- The earlier conversation in a reply
- The Outbox, for scheduled and failed emails
- Turn an emailed bill into an expense
- Undo sending an email
- Where your drafts are saved
- Your Outlook folders in TALISK_HQ
Settings
- Change, cancel or pause your subscription
- Choose which notifications you get
- Confirm a money action with a passkey
- Confirm your email address
- Connect a Gmail, Outlook or IMAP mailbox
- Delete your account and data
- Fix spelling while you type
- Forgot your password
- Make TALISK_HQ your default email app
- Set your email signature (it belongs to one account)
- Start without connecting a mailbox
- Teach the AI to draft replies your way
- Turn sounds on or off
- Two-factor authentication and your recovery codes
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