Money Pro
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.
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.
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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Still need help?
If you still have questions our support team is happy to help!