Money Pro
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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.
- 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 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.
- 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
- 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.
- 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
- 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 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.
- 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.
- Can I Use One Money Pro Subscription for Multiple Businesses?No. One Money Pro subscription is for one business.
- 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.
- 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
- 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 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
- 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 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
- 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
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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