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Onboarding

  • Getting Started Guide
  • Cost of Goods Sold Rule Setup
  • How to Connect with Your Financial Transactional Sources
  • Review Your Data Ingestion
  • Review Your Financials - Overview and Analytics
  • Connecting Your Business Bank Account: Managing Personal Sub-Accounts
  • Q: Why do I need to connect Pocket to my bank/CC, eCommerce platforms, and QuickBooks Online (QBO)?

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  • Inventory & COGS
  • Accounting Basics & Book keeping
  • Scope of Service
  • Tax Related
  • Trouble Shooting
  • Subscription Management
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