Money Pro (Category Preview)
- Last updated
- Save as PDF
Bookkeeping
Money Pro
Bookkeeping, invoicing, mileage, and tax tools built for small business owners. Connect your bank, send invoices, accept Stripe payments, track mileage, and get tax-ready reports — all in one place.
46 articles · Last updated May 2026
Getting started
- What Is Money Pro? Money Pro is ZenBusiness's bookkeeping and invoicing software for small businesses. It connects to your bank account to automatically import and
- How to Set Up Money Pro To 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 Connect Your Bank Account to Money Pro To connect your bank account to Money Pro, go to your ZenBusiness dashboard → ZenBusiness Money → Overview, click "Track your expenses," select "Link
- Money Pro Account Types — Business Only, Mixed Use, and Personal When you link a bank account to Money Pro, you set an account type that controls how transactions are automatically tagged. Business Only tags
- ZenBusiness Banking and Money Pro — How They Work Together ZenBusiness Banking and Money Pro are two separate ZenBusiness products that work best together. ZenBusiness Banking is your FDIC-insured business
- 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). ZenBusiness
Bookkeeping & transactions
- How to Track Expenses in Money Pro To track expenses in Money Pro, connect your bank account and transactions import automatically within 3–5 business days of posting. Money Pro
- Money Pro Expense Categories — IRS Schedule C Guide Money Pro uses IRS Schedule C expense categories — the same ones on your federal business tax return. Every categorized transaction feeds directly
- How to Split a Transaction in Money Pro To split a transaction in Money Pro, click on the transaction in the Expenses view, select Split instead of Business or Personal, enter the dollar
- How to Delete and Restore Transactions in Money Pro To delete a transaction in Money Pro, open the transaction from the Expenses or Income list and choose Delete. Deleted transactions move to the
- How to Import Transactions into Money Pro via CSV To 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
- How to Manage Bank Account Start Dates in Money Pro To change a bank account's start date in Money Pro, go to gear icon → Banks & Integrations → select the account → adjust the Start Date. Moving the
- Expense Tracking in Money Pro How Money Pro automatically tracks, categorizes, and reports your business expenses — and how to keep your books accurate year-round.
- Transaction Management in Money Pro Advanced transaction workflows — managing bank account start dates, reconciling third-party payouts, recording owner investments, and keeping your
Invoicing
- How to Create and Send an Invoice in Money Pro To 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 Pro To send a quote in Money Pro, create an invoice normally, click Next, and choose Send as Quote instead of Send. The client receives it as a proposal
- How to Set Up Recurring Invoices in Money Pro To 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 Invoice Statuses — What Each One Means Money Pro tracks invoices through six statuses: Draft, Unpaid, Viewed, Paid, Overdue, Refunded, and Archived. Each status tells you exactly where the
- Invoicing with Money Pro Create professional invoices, send quotes, accept online payments, and track who owes you — all in one place.
Online payments (Stripe)
- How to Accept Online Payments in Money Pro To accept online payments in Money Pro, complete the built-in merchant account application from Invoices, wait for approval, then send invoices with
- How to Complete Stripe Verification for Money Pro Payments To complete Stripe verification for Money Pro payments, open your connected Stripe account, look for any Action required messages, and submit the
- How to See Which Invoice Payments Are Included in a Stripe Payout To 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 Switch Stripe from Manual Payouts to Automatic Payouts To 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 Update the Bank Account for Stripe Payouts in Money Pro To 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 Pro To update your Stripe payout schedule for Money Pro payments, log in to Stripe, open Payout settings, and choose an automatic schedule such as daily
- Collecting Payments with Money Pro How to accept card and bank payments directly through your invoices — setup, fees, payout speed, and what to do when something goes wrong.
Mileage
- How to Track Business Mileage in Money Pro To 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
- IRS Standard Mileage Rates for Money Pro Money Pro uses the IRS standard mileage rate to calculate your business mileage deduction automatically. The current rates in our tracked content are
- Mileage Tracking in Money Pro How to log business trips, meet IRS requirements, and maximize your mileage deduction.
Taxes & reports
- How to File Taxes with Money Pro Money Pro includes free federal + state tax filing for single-member LLCs through Column Tax (also called April Tax Solutions in the platform). To
- Quarterly Estimated Taxes in Money Pro Money Pro calculates your quarterly estimated tax payment in real time based on your year-to-date income and expenses. Access it in the Taxes →
- Money Pro Tax Reports — What's Available and How to Export Money Pro generates four tax-time reports: the Schedule C Report (expenses by IRS category), the Tax Details Report (full income and expense
- Money Pro by Business Entity Type — LLC, S Corp, C Corp How you record owner pay, distributions, and equity in Money Pro depends on your business entity type. Owner's draws are not expenses — recording
- Tax Preparation & Reports in Money Pro How Money Pro organizes your finances for tax time, estimates your quarterly obligations, and connects you to filing.
Plans, billing & cancellation
- Money Pro Pricing and Plans Money Pro costs $30 per month or $300 per year. The annual plan saves $60 compared to monthly billing. Both plans include all features — there are no
- How to Cancel Money Pro To cancel Money Pro, log in at zenbusiness.com, click your profile icon → Account Settings → Subscriptions, find Money Pro in the list, and click
- Money Pro Refund Policy Monthly Money Pro subscriptions are not refundable — you retain access through the end of the paid month. Annual subscriptions are eligible for a
- 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
- Money Pro Billing, Plans & Cancellation Everything about your Money Pro subscription — pricing, billing, how to cancel, what happens to your data, and refunds.
Troubleshooting
- How to Fix a Broken Bank Connection in Money Pro If 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 Transactions If 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
- I Can't Access Money Pro — Troubleshooting Access Issues If 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
- My Invoice Payment Link Isn't Working — Troubleshooting If 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
- How to Check Why a Stripe Payout Is Delayed or Missing If 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
- How to Handle a Failed Stripe Payout If a Stripe payout fails, open the payout in Stripe, read the failure reason, correct the bank account or verification issue, and resume payouts if
- Link ZenBusiness Banking to Money Pro — Search ZenBusiness Banking, Not Thread If you use ZenBusiness Banking and cannot find or connect the account in Money Pro, search for ZenBusiness Banking during bank linking, not Thread
Related products
Other ZenBusiness products that work with Money Pro.
Still need a hand?
Our support team is here to help. Reach out and we'll get back to you.