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