The Bookkeeping tab is your financial home base in 17hats. In this overview, we'll walk through everything it can do: filtering your transaction history by account, category, type, date range, and more; categorizing individual transactions or using bulk actions to verify, assign, and organize them all at once; manually adding income and expenses; and assigning transactions to specific projects when you need to track costs. We'll also cover every report in the dropdown — Profit and Loss, Sales Tax, Upcoming Receivables, Aged Receivables, Client Sales, and Product Sales — so you know exactly where to look when tax season arrives or a client runs past due. Every report can be printed or exported as a CSV. Get your accounts connected and your categories set up, and your financial picture is always one click away.
