Pocket Features
Pocket Features that help you manage your book and your finance
- Scope of Service: Non-Plaid bank accounts and credit card accounts
- How to Use "Comment" Feature
- How to Match a Bank Outflow to a Bill
- How to Categorize Transactions in Pocket: A Use Case Guide
- Pocket and QuickBooks Online (QBO) Integration
- What is a Platform Fee rule?
- Split Deposit - Match invoice and recognize chargeback
- If I find an incorrect transaction, what should I do?
- Monthly Tasks and Communication with Pocket
- FAQ: Invoices and Income Statement Categorization
- How to Set Up Invoice Ingestion Properly and Avoid Double Counting Sales
- How do I adjust (or reconcile) my inventory?
- How to upload a Non-Plaid bank or credit card statement to import the transactions via pdf
- How to Find a Specific Transaction
- How do I create a new account in my Chart of Accounts?
- How to Add a Personalized Chart of Accounts in Pocket
- Split a payment to multiple accounts
- How to Track and Gross Up Your Bank Deposit Based Sales
- How to Add New Connections
- Do I need to manually adjust actual income before chargebacks on platforms like Faire, Shopcanal, Amazon, etc?