Help Center
How SalesImporter works, and the bookkeeping behind it — written for sellers, not accountants.
Getting started
How-to guides
- How to add a customerAdd someone you invoice directly — with the one field that is required, and what the rest are actually for.
- How to add an account to your chart of accountsAdd a new bucket for transactions to land in — where the button is, which type to choose, and why most people need fewer accounts than they think.
- How to add an itemSet up a product or service once — its price, its cost, and the income account it posts to — so invoices fill themselves in.
- How to create an invoiceBill a customer directly — how to raise it, what the app posts to your books when you do, and what changes once it is issued.
Accounting basics
- Cash vs accrual accounting — which one are you using?One records money when it moves, the other when it is earned. The difference changes what your books say about a month, and it is a decision worth making deliberately.
- Debits and credits, explained without the jargonA debit is not "money in" and a credit is not "money out" — here is what they actually mean, and the one table that settles every case.
- What counts as Cost of Goods Sold?The cost of the things you actually sold — not everything you spent to run the business, and not the stock still sitting on your shelf.
- What is a chart of accounts?The list of buckets every transaction gets sorted into — and the thing that decides what your reports can and cannot tell you.
- What is double-entry bookkeeping?Every transaction is recorded twice — once for where the money went, once for where it came from — and the two must always agree.
- What the accounting equation means for your businessAssets = Liabilities + Equity is the sentence your Balance Sheet is written in, and the check that proves your books are internally consistent.
- Why buying inventory is not an expenseSpending $5,000 on stock doesn't make you $5,000 poorer — you swapped cash for goods of the same value, and the expense arrives when they sell.
Connecting marketplaces
Your books
- Where marketplace fees belong in your booksEvery fee a marketplace charges is an expense, not a smaller sale — and recording it that way is what makes the real cost of a channel visible.
- Why your payout doesn't match your salesA $1,000 sales week almost never pays out $1,000 — here is every gap between the two, and where each one lands in your books.
Reports
- How to read your Balance SheetA photograph of what the business owns and owes on one day — and the report that tells you what your bank balance actually means.
- Reading your Income StatementEvery line explained in order, from Gross Sales down to Net Profit, and which decisions each one should actually inform.
Importing from QuickBooks
- Clean up QuickBooks before you importThe four things worth fixing in QuickBooks first — and the five things people waste an afternoon on that the import already handles.
- Moving off QuickBooks DesktopDesktop 2024 is the final version and support ends 30 September 2027. What stops working, what a move to QuickBooks Online throws away, and where SalesImporter is the wrong answer.