How do I...?

View step-by-step instructions on how to perform common tasks.

Table of Contents

Access more information by topic.

Get Started using WorkingPoint

Change my account plan

Change my billing information

Create a Company Profile

Connect to a Financial Institution

Customize my invoice

Enter a bill

Import my contacts

Import my items

Importing bank transactions

Importing credit card transactions

Invoice a customer

Receive a payment

Receive a payment with PayPal

Record a bill payment

Record an expense

Schedule recurring invoices

Tracking time

Getting Started

Accounts

Banking and Credit Cards

Bills

Company Profile

Contacts

Invoicing

Items

Reports

Settings & Admin

Time Tracking

The General Journal

Other Resources

Access user forums and learn more about the principles behind WorkingPoint.

Support

Still stuck? Contact WorkingPoint support.

Accounting Basics

Learn more about the accounting principles behind WorkingPoint.

Feedback Forum

Review and vote on ideas submitted by fellow WorkingPoint users, or suggest your own.

Support

If you have not been successful finding your answer in the help center, please contact Support for further assistance.