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Pocket Features

Pocket Features that help you manage your book and your finance

  • Connecting Your Business Bank Account: Managing Personal Sub-Accounts
  • How to create a Platform Fee rule
  • Chart of Accounts - How can I merge (or combine) accounts together?
  • # Upload files in Pocket
  • How to create a COGS rule
  • How to create a Keyword Vendor Mapping Rule
  • Should I download YTD financials from Pocket or QBO
  • Should I follow Cash basis accounting or Accrual accounting?
  • Feature: Lock and unlock
  • How “Data Lock Period” Works
  • How to Reset Password
  • How can I add a square account to Pocket
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