We'd love to help you learn more about LimeBooks and how it might fit specifically into your business.
Our most effective method of showing how LimeBooks works and how it suits you is by providing you with a one-to-one demonstration, we'll cover the basics and also go into detail for how we could see LimeBooks working for you and, we'll answer any questions you have.
To set up a free one-to-one demonstration, visit our booking page here.
Alternatively, we have YouTube video guides which you can find on our channel here.
For quick summary, feel free to watch our short video below:
1) Click on Bank Accounts at the top of the screen. 2) Click on Import PDF 3) Select the PDF document you wish to upload 4) Click Upload File * Please not there is a wait time of 60 minutes on average for the bank statements to be processed. You will ...
1) Click on Bank Accounts at the top of the screen 2) Click on Import CSV on the bank account you wish to import transactions into. 3) Select the bank the CSV has been downloaded from 4) Select the CSV File 5) Click on Upload and process CSV File * ...
The first time you import your trial balance into Taxcalc you will need to import the LimeBooks Map into your taxcalc software. Attached is the default map you need to import along with a step by step guide. If you have any issues please contact us ...
1) Click Transactions at the top of the screen 2) You can sort by any header at the top, or you can search a specific transaction by using the search bar on the right hand side of the screen. 3) Select the transactions you wish to change. you can ...
1) Click on Process Imports 2) Click on Bulk Select Category 2) Filter the columns by description. You can do this by clicking on the headers. 3) Go down the transactions and choose the appropriate category and VAT 4) Once completed click 'Back to ...