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• How to Accept Online Payments in Money ProTo accept online payments in Money Pro, complete the built-in merchant account application from Invoices, wait for approval, then send invoices with
• Money Pro Account Types — Business Only, Mixed Use, and PersonalWhen you link a bank account to Money Pro, you set an account type that controls how transactions are automatically tagged.
• Is It Safe to Link My Bank Account to Money Pro?Yes — Money Pro uses Plaid, a bank-level secure connection service with 256-bit SSL encryption (the same standard used by major banks).
• How to Fix a Broken Bank Connection in Money ProIf your bank connection shows a red error icon, a "Fix your account" prompt, or stops syncing transactions, the most common cause is expired
• My Bank Is Linked in Money Pro but I Don't See Any TransactionsIf your bank shows as connected in Money Pro but no transactions appear, the most common causes are: the initial sync is still in progress, the
• 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, distributions, and equity in Money Pro depends on your business entity type.
• I Can't Access Money Pro — Troubleshooting Access IssuesIf you purchased Money Pro and your dashboard still prompts you to purchase it or shows an error loading the app, the most common cause is a short
• Money Pro Categories and Chart of Accounts Quick ReferenceMoney Pro uses fixed parent categories that map to tax and bookkeeping reports.
• How to Check Why a Stripe Payout Is Delayed or MissingIf a Money Pro invoice was paid but you have not received the Stripe payout, check Stripe first: open Balance, Payments, and Payouts to see whether
• Money Pro, 1-800Accountant ClientBooks, and April Tax — Which Should You Use?Money Pro is ZenBusiness's bookkeeping and financial tracking tool.
• 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 connected Stripe account, look for any Action required messages, and submit the
• How to Connect Your Bank Account to Money ProTo connect your bank account to Money Pro, go to your ZenBusiness dashboard → ZenBusiness Money → Overview, click "Track your expenses," select "Link
• Track Contractor Payments, W-9s, and 1099s in Money ProMoney Pro can track contractor payments after they appear in your bank transactions, but it does not collect W-9 forms, prepare 1099-NEC forms, or…
• How to Create and Send an Invoice in Money ProTo create an invoice in Money Pro, go to ZenBusiness Money → Invoices → click + New Invoice / Quote, select your client, add line items with
• How to Create a Quote or Estimate in Money ProTo send a quote in Money Pro, create an invoice normally, click Next, and choose Send as Quote instead of Send.
• What Happens to My Data After Canceling Money Pro?When you cancel Money Pro, your dashboard access ends immediately. You will not be able to log in, view your data, or export anything after
• How to Delete and Restore Transactions in Money ProTo delete a transaction in Money Pro, open the transaction from the Expenses or Income list and choose Delete.
• Record Direct Invoice Payments Outside Stripe in Money ProA direct payment means your client pays you outside Stripe, such as by check, cash, ACH, wire, Zelle, or another bank transfer.
• Money Pro Expense Categories — IRS Schedule C GuideMoney Pro uses IRS Schedule C expense categories — the same ones on your federal business tax return.
• 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 + state tax filing for single-member LLCs through Column Tax (also called April Tax Solutions in the platform).
• How to See Which Invoice Payments Are Included in a Stripe PayoutTo see which invoice payments are included in a Stripe payout, open the payout in Stripe's Payouts or Balance section and review its included
• 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 the payout in Stripe, read the failure reason, correct the bank account or verification issue, and resume payouts if
• How to Cancel Money ProTo cancel Money Pro, log in at zenbusiness.com, click your profile icon → Account Settings → Subscriptions, find Money Pro in the list, and click
• How to Import Transactions into Money Pro via CSVTo import transactions via CSV, go to the Expenses or Income page in Money Pro, click the gear icon → Import Transactions, upload your CSV file, map
• My Invoice Payment Link Isn't Working — TroubleshootingIf your client clicks "Pay Now" on an invoice and gets an error — or if ACH payments aren't working — the most common causes are: your Stripe account
• Money Pro Invoice Statuses — What Each One MeansMoney Pro tracks invoices through six statuses: Draft, Unpaid, Viewed, Paid, Overdue, Refunded, and Archived.
• 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 uses the IRS standard mileage rate to calculate your business mileage deduction automatically.
• Fixed Assets, Loans, Depreciation, and Journal Entries in Money ProMoney Pro can track many transactions, but fixed assets, loans, depreciation, amortization, and journal entries are advanced accounting topics.
• 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 is for one business.
• What is Money Pro?Money Pro is ZenBusiness's bookkeeping and invoicing software for small businesses — built for people who'd rather run their business than manage
• Owner's Draw, Member Draw, Payroll, and Distributions in Money ProOwner's draw, member draw, and owner distribution usually mean money taken from the business by an owner.
• Tracking Payroll Expenses in Money ProMoney Pro doesn't connect directly to payroll services like Gusto, ADP, or QuickBooks Payroll.
• Money Pro Pricing and PlansMoney Pro costs $30 per month or $300 per year. The annual plan saves $60 compared to monthly billing.
• Quarterly Estimated Taxes in Money ProMoney Pro calculates your quarterly estimated tax payment in real time based on your year-to-date income and expenses.
• How to Set Up Recurring Invoices in Money ProTo create a recurring invoice in Money Pro, create your invoice normally, then find the Frequency dropdown on the New Invoice / Quote page, select
• Money Pro Refund PolicyMonthly Money Pro subscriptions are not refundable — you retain access through the end of the paid month.
• Record Reimbursed Expenses and Expense Refunds in Money ProUse reimbursed expense workflows when a client pays you back for a cost you included on an invoice.
• How to Set Up Money ProTo set up Money Pro, log in at zenbusiness.com, go to Finance → ZenBusiness Money, subscribe if needed ($30/month or $300/year), then connect your
• How to Split a Transaction in Money ProTo split a transaction in Money Pro, click on the transaction in the Expenses view, select Split instead of Business or Personal, enter the dollar
• Money Pro Says Stripe Needs More Information — What to CheckIf Money Pro says Stripe needs more information, check both Money Pro and your Stripe dashboard for account-verification or payout requirements.
• How to Switch Stripe from Manual Payouts to Automatic PayoutsTo switch Stripe from manual payouts back to automatic payouts, log in to Stripe, open Payout settings, and choose an automatic schedule such as
• 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 four tax-time reports: the Schedule C Report (expenses by IRS category), the Tax Details Report (full income and expense
• How to Track Expenses in Money ProTo track expenses in Money Pro, connect your bank account and transactions import automatically within 3–5 business days of posting.
• How to Track Business Mileage in Money ProTo log a business trip in Money Pro, go to the Mileage tab in Money Pro, click + New Trip, enter the start and end addresses, the miles driven, the
• Transaction Management in Money ProAdvanced transaction workflows — managing bank account start dates, reconciling third-party payouts, recording owner investments, and keeping your
• How to Update the Bank Account for Stripe Payouts in Money ProTo update the bank account that receives Stripe payouts for Money Pro invoice payments, log in to Stripe and edit your payout bank account in Payout
• How to Update Your Stripe Payout Schedule for Money ProTo update your Stripe payout schedule for Money Pro payments, log in to Stripe, open Payout settings, and choose an automatic schedule such as daily
• What Is Money Pro?Money Pro is ZenBusiness's bookkeeping and invoicing software for small businesses.
• ZenBusiness Banking and Money Pro — How They Work TogetherZenBusiness Banking and Money Pro are two separate ZenBusiness products that work best together.
• Link ZenBusiness Banking to Money Pro — Search ZenBusiness Banking, Not ThreadIf you use ZenBusiness Banking and cannot find or connect the account in Money Pro, search for ZenBusiness Banking during bank linking, not Thread