Guides

Step-by-step guides for running your books.

From your first chart of accounts to closing the books at month-end - practical, task-focused guides for every part of Accomium, written for people doing the work, not just reading about it.

Setting up your chart of accounts

Walks through structuring account categories and codes so your reports make sense from your very first transaction.

Reconciling your first bank statement

Covers importing a statement, matching transactions to your ledger, and clearing the small differences that come up along the way.

Adding contacts and setting payment terms

Shows how to set up customers and vendors once and reuse them across invoices, bills and statements.

Setting up items for invoicing and purchasing

Explains how to configure items with pricing, tax treatment and accounts so they post correctly on both sides of a sale.

Recording a multi-currency invoice

Details how exchange rates are captured at the transaction date and how realized gain or loss is calculated when payment arrives.

Setting up tax rates for multiple jurisdictions

Covers configuring tax authorities and rates so the correct tax applies automatically based on where a sale or purchase happens.

Recording your first journal entry

A practical walkthrough of manual journal entries - when they are needed and how to keep debits and credits balanced.

Closing the books at month-end

Lays out a repeatable month-end checklist - reconciling accounts, reviewing journals, and locking the period once everything ties out.

Managing expenses and recurring bills

Shows how to record one-off expenses alongside recurring bills so nothing gets missed month to month.

Reading your balance sheet and income statement

Breaks down what each line of your core financial statements actually represents and where the numbers come from in the ledger.

Ready to get your books in order?

Set up your first ledger today - no credit card required.

Start free trial