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Learn the money side of running a business

Insights, guides and practical resources on accounting, tax, cash flow and automation - written for operators, not accountants.

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“Cash flow”

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Product Walkthroughs·Guide

Receivables and Collections in AccountDesq: Aging, Settlements, and Promises-to-Pay

A walkthrough of AccountDesq’s receivables: live AR aging, the Settlement Engine for advances and credit balances, promises-to-pay as a real record, disputes as their own workflow, and the collections center that tells you who to follow up with next.

13 min readUpdated Intermediate

Vijay Patel · Head of Product, Accountdesq

Product Walkthroughs·Guide

Setting Up Cash Sweep Rules Between Your Bank Accounts

A sweep rule watches one of your bank accounts and auto-transfers whatever sits above a trigger balance into another account of yours, keeping a configured minimum behind - and any transfer it creates still needs a second approver if it clears the threshold.

7 min readUpdated Intermediate

Vijay Patel · Head of Product, Accountdesq

Financial Reporting·Guide

How to Read a Balance Sheet: A Beginner’s Guide

A balance sheet isn’t as intimidating as it looks. Once you know what the three sections mean and why they always balance, you can read any company’s financial position.

11 min readUpdated Beginner

Pranjal Hedge · Small Business Finance Writer

Small Business Finance·Guide

Financial Metrics Every Small Business Owner Should Track

Revenue and profit lag. Cash runway, DSO, and gross margin lead - the financial metrics every small business owner should track weekly, not just at year-end.

14 min readUpdated Intermediate

Pranjal Hedge · Small Business Finance Writer

Product Walkthroughs·Guide

Banking & Cash Operations in AccountDesq

What Categorize, Match, and Ignore actually do to a bank line - and which Banking screens genuinely post to your ledger versus which ones only help you decide.

13 min readUpdated Intermediate

Vijay Patel · Head of Product, Accountdesq

Product Walkthroughs·Guide

Reports & Business Intelligence in AccountDesq

Sales Register includes every invoice status; Item Performance only counts issued ones. Knowing each report’s basis matters as much as reading its numbers.

10 min readUpdated Intermediate

Vijay Patel · Head of Product, Accountdesq

Bookkeeping·Guide

The Complete Accounting Guide for Small Businesses

From your first invoice to your first audit - the plain-English playbook for running clean books without an accounting degree.

20 min readUpdated Beginner

Sweta Oswal · Chartered Accountant

Cash Flow·Article

Cash Flow Forecasting for Founders Who Hate Spreadsheets

Profit is an opinion; cash is a fact. Build a 13-week rolling forecast in 15 minutes a week - no spreadsheet heroics required.

10 min readUpdated Intermediate

Vijay Patel · Head of Product, Accountdesq

Invoicing·Article

Invoicing Best Practices: Get Paid 2× Faster

The invoice itself is a collections tool. How the fastest-paid businesses design, time, and follow up on theirs.

8 min readUpdated Beginner

Pranjal Hedge · Small Business Finance Writer

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Master the Sales Workflow

From setting up a customer to reconciling the cash - exactly what each stage of a sale does in AccountDesq, and every exception along the way.

  1. 1The Complete Sales Workflow in AccountDesq: From Customer to Cash
  2. 2Invoicing Best Practices: Get Paid 2× Faster
  3. 3Recurring Billing and Subscription Invoicing: A Complete Guide
  4. 4Customer Credit, Refunds and Reversals: Which One, When
  5. 5Invoice Still Shows Unpaid After You Recorded the Payment
  6. 6Bank Reconciliation Doesn't Balance? Here's How to Find the Difference

6 steps · ~63 min total

Configure & Administer AccountDesq

Approval limits, the audit trail, journal entries, and every Settings screen - how the controls that keep your books honest actually work.

  1. 1Settings, Approvals & Admin in AccountDesq

1 steps · ~12 min total

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