Money Pro
Hub Listing: Listed
- How to Accept Online Payments in Money ProTo accept online payments in Money Pro, apply for the built-in merchant account from Invoices, then send invoices with Pay Now enabled.
- Money Pro Account Types — Business Only, Mixed Use, and PersonalYour Money Pro account type controls tagging. Business Only tags all as business, Mixed Use leaves them for review, and Personal Only excludes them.
- Is It Safe to Link My Bank Account to Money Pro?Yes. Money Pro links banks through Plaid with 256-bit SSL encryption, and ZenBusiness never stores your banking credentials. The link is read-only.
- How to Fix a Broken Bank Connection in Money ProIf your bank connection shows a red error icon or stops syncing, go to Banks & Integrations and click Reconnect to re-enter your credentials.
- My Bank Is Linked in Money Pro but I Don't See Any TransactionsIf your bank is linked but no transactions show, check that the initial sync finished, transactions have posted, and your start date isn't too recent.
- How to Manage Bank Account Start Dates in Money ProTo change a bank account's start date in Money Pro, go to gear icon → Banks & Integrations → select the account → adjust the Start Date.
- Money Pro Billing, Plans & CancellationEverything about your Money Pro subscription — pricing, billing, how to cancel, what happens to your data, and refunds.
- Money Pro by Business Entity Type — LLC, S Corp, C CorpHow you record owner pay and distributions in Money Pro depends on your entity type. Use Owner's Draw or Contribution equity categories, not expenses.
- I Can't Access Money Pro — Troubleshooting Access IssuesIf Money Pro still asks you to purchase or won't load after you buy it, it's usually a short sync delay. Log out and back in, or try incognito.
- How to Check Why a Stripe Payout Is Delayed or MissingIf a Money Pro invoice was paid but the Stripe payout hasn't arrived, check Balance, Payments, and Payouts in Stripe, then confirm your bank link.
- Collecting Payments with Money ProHow to accept card and bank payments directly through your invoices — setup, fees, payout speed, and what to do when something goes wrong.
- How to Complete Stripe Verification for Money Pro PaymentsTo complete Stripe verification for Money Pro payments, open your Stripe account, find any Action required messages, and submit what Stripe requests.
- How to Connect Your Bank Account to Money ProTo connect your bank to Money Pro, go to ZenBusiness Money → Overview, click Track your expenses, select Link account, and connect through Plaid.
- How to Create and Send an Invoice in Money ProTo create an invoice in Money Pro, go to ZenBusiness Money → Invoices → + New Invoice / Quote, add your client and items, then Next → Save and Send.
- How to Create a Quote or Estimate in Money ProTo send a quote in Money Pro, create an invoice, click Next, and choose Send as Quote. Once approved, convert it to a final invoice.
- What Happens to My Data After Canceling Money Pro?When you cancel Money Pro, dashboard access ends immediately. Re-purchase within 30 days to restore your data; after that it is permanently deleted.
- How to Delete and Restore Transactions in Money ProTo delete a transaction in Money Pro, open it from Expenses or Income and choose Delete. It moves to Archived, so you can restore it later.
- Money Pro Expense Categories — IRS Schedule C GuideMoney Pro uses IRS Schedule C expense categories, and every categorized transaction feeds your Schedule C report. You can add subcategories only.
- Expense Tracking in Money ProHow Money Pro automatically tracks, categorizes, and reports your business expenses — and how to keep your books accurate year-round.
- How to File Taxes with Money ProMoney Pro includes free federal and state filing for single-member LLCs through Column Tax. Go to the Taxes tab and click Finish Filing.
- Financial Reports in Money Pro — Profit & Loss, Balance Sheet, and MoreMoney Pro generates four core financial statements — Profit & Loss, Balance Sheet, Cash Flow, and Trial Balance — plus tax-ready reports. Access them all under Reports in ZenBusiness Money.
- How to See Which Invoice Payments Are Included in a Stripe PayoutTo see which invoice payments are in a Stripe payout, open the payout in Stripe. Money Pro reconciles payouts automatically when your bank is linked.
- How to Find and Remove Duplicate Transactions in Money ProIf a transaction shows twice in Money Pro, check five causes in order, then delete the extra copy. Deleting in Money Pro never changes your bank.
- Getting Started with Money ProHow to set up your account, connect your bank, and start tracking your business finances from day one.
- How to Handle a Failed Stripe PayoutIf a Stripe payout fails, open it in Stripe, read the failure reason, fix the bank or verification issue, and resume payouts if asked.
- How to Cancel Money ProTo cancel Money Pro, go to profile icon → Account Settings → Subscriptions → Cancel. Access ends immediately, so download your data first.
- How to Import Transactions into Money Pro via CSVTo import transactions via CSV, go to Expenses or Income → gear icon → Import Transactions, upload your file, map the columns, and click Done.
- My Invoice Payment Link Isn't Working — TroubleshootingIf clients get an error on Pay Now or ACH isn't working, check that your Stripe account is connected and fully verified before contacting support.
- Money Pro Invoice Statuses — What Each One MeansMoney Pro invoices move through Draft, Unpaid, Viewed, Overdue, Paid, Partially Paid, Refunded, and Archived. Each shows where the invoice stands.
- Invoicing with Money ProCreate professional invoices, send quotes, accept online payments, and track who owes you — all in one place.
- IRS Standard Mileage Rates for Money ProMoney Pro applies the IRS standard mileage rate by trip date. The rates are $0.70 per mile for 2025 and $0.725 per mile for 2026.
- Mileage Tracking in Money ProHow to log business trips, meet IRS requirements, and maximize your mileage deduction.
- Can I Use One Money Pro Subscription for Multiple Businesses?No. One Money Pro subscription covers one business, and each business is billed to the payment method on your ZenBusiness account.
- Quarterly Estimated Taxes in Money ProMoney Pro calculates your quarterly estimated tax in real time. Find it under Taxes → Quarterly, and pay the IRS yourself at eftps.gov.
- How to Set Up Recurring Invoices in Money ProTo set up a recurring invoice in Money Pro, create the invoice, choose a schedule in the Frequency dropdown, and save. Money Pro sends it for you.
- Money Pro Refund PolicyMonthly Money Pro plans aren't refundable. Annual plans get a prorated refund within 30 days of purchase. Errors and duplicates are always refunded.
- How to Set Up Money ProTo set up Money Pro, go to Finance → ZenBusiness Money, subscribe if needed, connect your bank, set your account type, and complete your tax profile.
- How to Split a Transaction in Money ProTo split a transaction in Money Pro, click it in Expenses, choose Split, enter the business and personal amounts, and save.
- How to Switch Stripe from Manual Payouts to Automatic PayoutsTo switch Stripe back to automatic payouts, log in to Stripe, open Payout settings, and choose a daily, weekly, or monthly schedule.
- Tax Preparation & Reports in Money ProHow Money Pro organizes your finances for tax time, estimates your quarterly obligations, and connects you to filing.
- Money Pro Tax Reports — What's Available and How to ExportMoney Pro generates tax-time reports including Schedule C, Tax Details, P&L, Mileage Detail List, and draft tax forms (1040, 1065, 1120-S, 1120).
- Time Tracking in Money ProLog billable hours using the built-in timer or manual entry, then add tracked time directly to client invoices in Money Pro.
- How to Track Expenses in Money ProTo track expenses in Money Pro, link your bank and transactions import within 3–5 business days. Review them with the Deduction Finder.
- How to Track Business Mileage in Money ProTo log a business trip in Money Pro, open the Mileage tab, click + New Trip, enter addresses, miles, date, and purpose, then save. Tracking is manual.
- Transaction Management in Money ProAdvanced Money Pro workflows for start dates, third-party payouts, owner investments, and keeping your transaction history clean.
- How to Update the Bank Account for Stripe Payouts in Money ProTo update where Stripe pays out, edit your payout bank account in Stripe's Payout settings, then connect that same account to Money Pro through Plaid.
- How to Update Your Stripe Payout Schedule for Money ProTo change your Stripe payout schedule for Money Pro payments, log in to Stripe, open Payout settings, and choose daily, weekly, or monthly.
- ZenBusiness Banking and Money Pro — How They Work TogetherZenBusiness Banking closes Nov 30. Money Pro is a separate product; link your new business bank account to keep tracking transactions.
- Link ZenBusiness Banking to Money Pro — Search ZenBusiness Banking, Not ThreadIf you can't find your ZenBusiness Banking account in Money Pro, search for ZenBusiness Banking, not Thread, when linking your bank.
Money & Bookkeeping
ZenBusiness Money Pro
Find help with setup, bookkeeping, invoicing, payments, mileage, taxes, and billing. Start with the article that matches what you need to do in Money Pro.
What Is Money Pro?
Learn what Money Pro includes, who it is for, and how bookkeeping, invoicing, mileage, and tax tools fit together.
Getting Started
Set up your account, connect your bank, review imported transactions, and get Money Pro ready for day-to-day use.
Expense Tracking
Categorize expenses and income, find deductions, split transactions, import CSVs, and restore archived activity.
Invoicing
Create invoices, quotes, recurring billing, and payment-ready invoice workflows inside Money Pro.
Collecting Payments
Understand Stripe-powered online payments, fees, payout timing, supported payment methods, and merchant account setup.
Mileage Tracking
Track business trips, understand IRS mileage rates, and export mileage reports for tax time.
Tax Preparation & Reports
Review quarterly estimates, tax reports, filing workflows, and what Money Pro can prepare for your accountant or tax software.
Billing, Plans & Cancellation
See pricing, plan options, cancellation steps, refund details, and what happens to your data after cancellation.
Transaction Management
Handle bank start dates, payout reconciliation, owner investments, payroll-related questions, and other advanced transaction workflows.
ZenBusiness Banking & Money Pro
Learn how ZenBusiness Banking and Money Pro work together — automatic transaction sync, what each product does, and how to connect them.
Which Article Should I Start With?
- I'm new to Money Pro: start with What Is Money Pro?
- I need to set up Money Pro or connect my bank: go to Getting Started
- I need help categorizing, importing, or cleaning up transactions: go to Expense Tracking
- I need to send invoices or accept payments: go to Invoicing or Collecting Payments
- I need to track mileage: go to Mileage Tracking
- I need quarterly estimates or tax filing help: go to Tax Preparation & Reports
- I need pricing, cancellation, refunds, or data retention help: go to Billing, Plans & Cancellation
- I have an advanced transaction question: go to Transaction Management
- I want to understand how ZenBusiness Banking and Money Pro work together: go to ZenBusiness Banking & Money Pro
Dedicated Money Pro FAQ Pages
Use these focused FAQ pages when you have a specific bookkeeping, invoicing, banking, payment, or tax-prep question.
Money Pro, ClientBooks, and April Tax
Decide whether to use Money Pro, 1-800Accountant ClientBooks, April-powered filing, or your own accountant.
Multiple Businesses
Understand why one Money Pro subscription is for one business, even if one business has multiple bank accounts.
Owner Draws and Payroll
Record owner draws, member draws, distributions, contributions, and payroll without overstating expenses.
Contractors, W-9s, and 1099s
Track contractor payments in Money Pro and understand what must happen outside Money Pro for W-9s and 1099s.
Reimbursements and Refunds
Record client-reimbursed expenses, vendor refunds, and provisional credits without double-counting income.
Direct Payments Outside Stripe
Mark invoices paid when clients pay by check, cash, ACH, wire, or another non-Stripe method.
Categories and Chart of Accounts
See how Money Pro categories work, what can be customized, and when to ask an accountant.
Assets, Loans, and Journal Entries
Learn when fixed assets, loans, depreciation, and journal entries need accountant guidance.
ZenBusiness Banking Linking
Connect ZenBusiness Banking to Money Pro and avoid searching for Thread in the linking flow.
Stripe Needs More Information
Check Money Pro and Stripe when payments setup says action is required or needs more information.
Frequently Asked Questions
Where should I start if I am new to Money Pro?
Start with What Is Money Pro? for a product overview, then use Getting Started to connect accounts and begin tracking activity.
Which article should I use for a specific bookkeeping question?
Use the dedicated FAQ cards for focused workflows such as owner draws, reimbursements, direct invoice payments, contractor payments, chart of accounts limitations, Stripe verification, or ZenBusiness Banking linking. Those pages answer specific customer tasks without overloading the overview pages.
Does Money Pro replace an accountant?
No. Money Pro helps organize income, expenses, invoices, mileage, and tax reports. It is bookkeeping software, not personalized legal, tax, payroll, or accounting advice. Use your reports with a tax professional when your situation is complex.
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