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