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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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Invoicing

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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

Invoicing·Guide

How to Write a Quote That Wins the Job

The quotes that get approved fast share a few traits that have less to do with price than you would think - here is how to write one that wins.

11 min readUpdated Beginner

Pranjal Hedge · Small Business Finance Writer

Invoicing·Guide

Recurring Billing and Subscription Invoicing: A Complete Guide

Recurring billing isn’t just for software companies - retainers, memberships, and service contracts all need the same discipline. Here is how to set it up right.

12 min readUpdated Intermediate

Sweta Oswal · Chartered Accountant

Product Walkthroughs·Guide

The Complete Sales Workflow in AccountDesq: From Customer to Cash

Every stage of a sale in AccountDesq, in order - what each status means, exactly what hits your General Ledger and when, and the honest gaps (some things you might expect to be automatic, aren’t).

19 min readUpdated Intermediate

Vijay Patel · Head of Product, Accountdesq

Receivables·Article

Customer Credit, Refunds and Reversals: Which One, When

Overpayment? Return? Wrong entry? Customer credit, refunds and reversals do three different jobs - using the wrong one corrupts your books.

9 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

Tax & Compliance·News

E-Invoicing Mandates Are Spreading: What Changed in 2026

The 2026 wave of mandatory B2B e-invoicing: which jurisdictions, what formats count, and the phase-in dates worth calendaring.

5 min readUpdated Intermediate

Sweta Oswal · Chartered Accountant

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

Tax & Compliance·Guide

GST, VAT and Sales Tax, Explained Once and For All

Three names, one idea. How GST, VAT and Sales Tax actually work - registration, input credits, filing, and the mistakes that cost real money.

14 min readUpdated Intermediate

Sweta Oswal · Chartered Accountant

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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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