Qetaab/Help
Help centre
Step-by-step guides to Qetaab: getting started, statements and bank rules, invoices and bills, reconciliation, corrections, reports, checks, month-end, team access and troubleshooting.
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Getting started
- Set up your companyYour books carry the right company name, fiscal year, home currency and reporting basis before the first entry is posted.Checked in the app
- Sign in and open your booksYou reach the right set of books, know whether your work is saved, and can pull in changes made elsewhere.Checked in the app
- Switching from QuickBooks OnlineYour accounts, names, opening balances, history and open invoices and bills arrive in Qetaab from five QuickBooks Online exports, with a review before anything posts.Checked in the app
- Bring in your books from QuickBooks Desktop or XeroYour chart of accounts, contacts and journal history arrive from QuickBooks Desktop or Xero files, previewed before they post.Checked in the app
- Import books: what to know before you moveYou know what moving your books into Qetaab does and does not do — what changes, what stays behind, and what the review actually checks — before you choose Import.Checked in the app
- Read your dashboardYou can read the position of the business at a date, see what needs attention, and jump to the report behind any figure.Checked in the app
- Arrange your dashboardYour dashboard shows its cards in the order you work, without the cards you do not use, on desktop and on a phone.Checked in the app
Company settings
- Change company settingsYou know where each company setting lives and which ones are safe to change after entries exist.Checked in the app
- Set up sales tax ratesInvoices can carry the sales tax you collect, with a default per customer and an override per invoice.Checked in the app
- Design your invoice and add your logoInvoices and statements your customers receive carry your look and your logo.Checked in the app
- Set your company logo, colour and display modeYour workspace carries the company identity while each person can use the light, dark or system display that suits their device.Checked in the app
Customers & vendors
Invoices & bills
- Create and review invoicesAn invoice is posted to the books, its PDF is ready, and its payment status follows the books rather than a status you set by hand.Checked in the app
- Send an invoice or share a linkThe customer receives the invoice by email, by a shared link, or as a PDF you send yourself, and you can prepare a reminder when it falls overdue.Checked in the app
- Receive a customer paymentA customer payment is recorded against the right invoices and the selected cash or bank account.Checked in the app
- Record bills and paymentsSupplier bills are on the books when they arrive, A/P Aging shows what is owed, and paying a bill never records the expense twice.Checked in the app
- Pay bills by checkA bill is paid with a check that carries the next number, prints from the queue, and clears the vendor balance.Checked in the app
Banking
- Import a statementA bank or card statement file is read into Qetaab, checked for duplicates, and waiting for your review — nothing posts until you decide.Checked in the app
- How duplicates are caught on importYou understand why a line was blocked as a duplicate or matched instead of booked, so you can review possible duplicates before posting.Checked in the app
- Review imported transactionsEach imported line is categorised, matched, split or excluded — and only the ones you add reach the books.Checked in the app
- Create a precise bank ruleRecurring bank lines are categorised the same way every month, with matches you have previewed and no surprises.Checked in the app
- Review rules applied and rule offersYou can see exactly which lines a rule filled in before they post, accept the rules Qetaab offers from your own history, and pause a rule that misbehaves.Checked in the app
- Undo categorized transactionsA wrongly categorised or matched bank line is put back in the review list, with the correction on the record.Checked in the app
- Reconcile a bank accountThe books and the bank statement agree to the cent for the statement period, and the reconciliation is recorded with a report.Checked in the app
- Read store and marketplace payout reportsA supported payout report from Shopify, Amazon, Square, Etsy or PayPal is reviewed as drafted entries in Approvals. You decide whether to post each draft and then match the bank deposit to its clearing account.Checked in the app
Review & approvals
- Approve a draftA draft entry waiting in the queue is posted, declined, or replaced by a manual entry — with the evidence beside each decision.Checked in the app
- Ask for AI category suggestionsLines that still need a category get a suggested account with a reason, which you can accept, change or ignore. Nothing posts by itself.Checked in the app
Corrections
- Correct a mistake without deleting historyA wrong entry is cancelled by a reversal that stays on the record, and reports show the corrected position.Checked in the app
- Move postings to the right accountLines posted to the wrong account are moved with a separate reclassification entry, so the original stays and the report is right.Checked in the app
- Void or reprint a checkA spoiled or lost check is voided or reprinted without a number ever being issued twice.Checked in the app
Reports
- Trace a report balanceAny figure on a financial report can be followed to the journal entries that make it up.Checked in the app
- Run, save and export reportsYou can find the report you need, keep a setup to run again, and take any report out as Excel, CSV or PDF.Checked in the app
- Consolidate your businessesChoose a business group, review marked intercompany balances and export its consolidated statements.Checked in the app
Checks
Month-end & close
- Close a monthThe month’s statements are imported, drafts reviewed, accounts reconciled, reports read and the period protected — with a checklist that shows what is still open.Checked in the app
- Lock a period and close the yearA period lock refuses postings while it is in place; Settings temporarily lifts it for the year-end closing entry and restores it afterwards.Checked in the app
Backup & export
- Export your books and understand backupsYou know the difference between taking your own copy of the books, exporting them to QuickBooks, and the recovery of the hosted service — and which one you can do yourself.Checked in the app
- Make an evidence package for an auditor or lenderOne ZIP holds the transactions someone asked about, every document attached to them, and a list that proves each document is the one in your books.Checked in the app
Team & access
- Invite your team and set rolesThe right people can open the books with the right level of access, and an invitation that is not accepted expires on its own.Checked in the app
- Work with your accountantYour accountant’s practice can open your books until you remove them, and you can see who has access.Checked in the app
- Connect Claude to QetaabClaude answers questions from the companies you choose and proposes changes. Nothing reaches your books until a person approves it in Qetaab.Checked in the app
- Connect ChatGPT to QetaabChatGPT answers questions from the companies you choose and proposes changes. Nothing reaches your books until a person approves it in Qetaab.Checked in the app
- Connect Gemini to QetaabGemini answers questions from the companies you choose and proposes changes. Nothing reaches your books until a person approves it in Qetaab.Checked in the app
Plan & billing
Troubleshooting
- When something looks wrongYou can tell a stale screen from a lost save, a lock from an error, and a read-only role from a broken button — and know what to do for each.Checked in the app
- Use Qetaab™ in a narrow windowOn a phone or a narrow window you can reach every screen with one hand.Checked in the app
Inventory
- Run your stock: order, receive, sell, countProducts are received into the right site and bin, sold from the shelf, returned when needed and counted — and stock value always matches the Inventory account.Checked in the app
- Correct stock under first in, first outA mistake is corrected with an entry dated after the sales that relied on the stock as it stood, and every sale already costed keeps the cost it was posted at.Checked in the app
- Review stock history under first in, first outA product blocked because an older version changed its history can be sold again, on a cost trail you checked, or stays blocked with the reason written down.Checked in the app
Each guide shows the date its steps were last checked in the app. They describe how the software works; they are not accounting, tax or legal advice.