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35 narrated guides using real screens from sample books. Each one is captioned and has a written transcript, so you can read it as well as watch it.

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Free. No card needed. Accountant or bookkeeper? Start through the accountant door.

General ledger
The General Ledger for Service Revenue, opened from that line of the profit and loss: each posting with its date, entry number, memo, credit and running balance.
Sample company · synthetic figures

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The library

35 narrated guides in 8 groups, by what you want to do. Choose one to watch it here; each has captions, its length and a written transcript, and its own address to send to someone. Narration uses a synthetic English voice.

Getting started

Qetaab in a minute

What Qetaab is, who it is for, and the two free ways in.

Transcript

  1. This is Qetaab.
  2. Online accounting for small businesses, and the accountants who work with them.
  3. There are two ways in.
  4. One if you run a business, and one if you’re an accountant or bookkeeper.
  5. It’s free, and you don’t need a card.
  6. A paid plan will add live bank feeds and AI.
  7. And an accountant keeps any number of clients’ books, at no charge.
  8. Your dashboard shows your cash, what you’re owed, and what you owe.
  9. Send an invoice, and see what’s been paid and what’s still due.
  10. Bring in a bank statement.
  11. A line that matches an entry on this bank account, for the same amount and dated within a week, is matched, not booked again.
  12. Then see where you stand, with reports like profit and loss.
  13. Your accountant sees every set of books they look after, in one list.
  14. And a suggested entry waits until a person approves it.
  15. Your books. Your accountant. One clear record.

Getting started 6 videos

  1. Qetaab in a minute

    What Qetaab is, who it is for, and the two free ways in.

    Read the transcript
    1. This is Qetaab.
    2. Online accounting for small businesses, and the accountants who work with them.
    3. There are two ways in.
    4. One if you run a business, and one if you’re an accountant or bookkeeper.
    5. It’s free, and you don’t need a card.
    6. A paid plan will add live bank feeds and AI.
    7. And an accountant keeps any number of clients’ books, at no charge.
    8. Your dashboard shows your cash, what you’re owed, and what you owe.
    9. Send an invoice, and see what’s been paid and what’s still due.
    10. Bring in a bank statement.
    11. A line that matches an entry on this bank account, for the same amount and dated within a week, is matched, not booked again.
    12. Then see where you stand, with reports like profit and loss.
    13. Your accountant sees every set of books they look after, in one list.
    14. And a suggested entry waits until a person approves it.
    15. Your books. Your accountant. One clear record.

  2. Your first day as a business owner

    Choose “I run a business”, then set up your books in five short steps.

    Read the transcript
    1. To start free, choose I run a business, and sign in.
    2. You don’t need a card.
    3. Then set up your books.
    4. It takes about five minutes, and you can change any of it later.
    5. Start with your business name.
    6. Pick the industry closest to yours.
    7. Next, when your year starts, and whether you charge sales tax.
    8. Qetaab suggests the accounts a business like yours usually needs.
    9. The common ones are already ticked.
    10. Start fresh, or bring your existing books with you.
    11. And that’s it.
    12. You get three next steps: import a bank statement, send an invoice, and reconcile at month end.
    13. Open your books, and your new dashboard is ready for your first entry.

  3. Find your way around

    Your dashboard, bank import and invoices: where the everyday work lives.

    Read the transcript
    1. This is your dashboard.
    2. Your cash, what customers owe you, what you owe, and your profit this year, all on one screen.
    3. When a bank statement comes in, go to Banking, then Bank Import.
    4. Check it’s the right account, then drop the file in.
    5. And under Money in, Invoices shows every invoice you’ve sent: overdue, open, or paid.

  4. Read your daily dashboard

    What the dashboard tells you each morning, and where to go next.

    Read the transcript
    1. Start your day here.
    2. Cash on hand, what you’re owed, what you owe, and your profit so far.
    3. Glance at the company name first, so you know whose books you’re in.
    4. Needs attention lists what to look at, most pressing first.
    5. Choose Open on any item, and you go straight to the screen behind it.

  5. Arrange your dashboard

    Move, hide and bring back the dashboard’s cards, then reset them if you like.

    Read the transcript
    1. You can put your dashboard in the order you work.
    2. Choose Arrange.
    3. Each card gets a handle, arrow buttons, and Hide.
    4. Drag a card by its handle, or use the arrows.
    5. Here, Business performance moves up one place.
    6. Don’t need a card?
    7. Choose Hide, and it leaves the dashboard.
    8. Hidden cards wait under Show hidden.
    9. Choose Show, and the card comes back where it was.
    10. Reset to default puts every card back in the standard order.
    11. Choose Done when you’re happy.
    12. Your arrangement is yours, for each set of books.

  6. Make the workspace feel like yours

    Choose light or dark for yourself, and a company colour for everyone.

    Read the transcript
    1. Appearance lives under Settings and Close.
    2. Light or dark is your own choice, on this device.
    3. The company’s logo and colour are for everyone who opens these books.
    4. Pick a colour from the swatches, or type your own.
    5. An owner or admin chooses it, in the books online.
    6. The previews show how it looks, in light and in dark, before you save.
    7. And if you’d rather work in dark mode, choose Dark.
    8. The whole workspace switches at once.

Get paid 3 videos

  1. Create and review invoices

    Create an invoice, see it exactly as your customer will, and download the PDF.

    Read the transcript
    1. Your invoices are under Money in.
    2. They’re grouped by overdue, open, and paid.
    3. To bill a customer, choose New invoice, and pick the customer.
    4. Add a line: the account, and the amount.
    5. A memo tells your customer what it’s for.
    6. Save it, and there it is in the list, marked open, with the balance still due.
    7. Open it to see the invoice exactly the way your customer will.
    8. And Download PDF gives you a file you can send any way you like.

  2. Understand invoice status

    Open, overdue, part paid and paid: what each one means for your next step.

    Read the transcript
    1. Your invoice list shows where each invoice stands: open, overdue, part paid, or paid.
    2. Look at what’s still owed next to the due date.
    3. The status tells you who to follow up with.
    4. It doesn’t collect the money for you, so that next step is yours.

  3. Follow a part-paid invoice

    See the original charge and what is still due when a customer pays part.

    Read the transcript
    1. When a customer pays part of an invoice, you still see the full charge, and what’s left to pay.
    2. Before you record another payment, check it’s the right customer and the right invoice.
    3. Follow the balance that’s still due.
    4. Each payment counts against that one invoice, not as a new sale.

Pay bills 3 videos

  1. Record bills and pay by check

    Enter a supplier bill, pay it by check, and print from the queue.

    Read the transcript
    1. Supplier bills are under Money out, with what’s open and what’s paid.
    2. When a bill arrives, choose New bill.
    3. Add the vendor, the expense account, and the amount.
    4. Save it, and it’s in the list as open.
    5. To pay it, choose Pay bills.
    6. Put the amount against the open bill, and pay it by check.
    7. The check waits in the print queue, with any others ready to go.
    8. Tick the ones you want, and print them.
    9. Then Qetaab asks if they printed correctly.
    10. The check numbers wait until you say yes.
    11. If the paper jammed, say no, and the checks wait to print again.
    12. Once they’ve printed, the checks take their numbers.
    13. You’ll find each one on the Write checks tab, with Reprint and Void beside it.

  2. Review bills by due date

    Your supplier bills with their due dates and what is still unpaid.

    Read the transcript
    1. Here are your supplier bills, with their due dates and what’s still unpaid.
    2. Before you pay one, check the vendor and the paperwork behind it.
    3. Keep each payment linked to its bill.
    4. Then what you still owe is easy to follow.

  3. Keep documents with the work

    Receipts and bills waiting in the Documents inbox, matched to the record they support.

    Read the transcript
    1. The Documents inbox holds your paperwork until it finds its place in the books.
    2. Open a file and choose the transaction it belongs to.
    3. Attach it to that record.
    4. Or, if it doesn’t belong there, set it aside and say why.

Bank 3 videos

  1. Reconcile a bank account

    Match your books to the statement, and finish when the difference is zero.

    Read the transcript
    1. To reconcile, go to Banking, then Reconcile.
    2. Choose the account that’s on your statement.
    3. Type the statement’s ending date, and its ending balance.
    4. Start reconciling.
    5. Every payment and deposit up to that date is listed, each with a box to tick.
    6. Tick what’s on the statement.
    7. The difference tells you how far apart you are.
    8. Here, the ending balance was typed wrong.
    9. Put in the right figure from the statement, and the difference is zero.
    10. Now you can finish.

  2. Set up a bank rule

    A rule that fills in matching statement lines, and when to keep it review-first.

    Read the transcript
    1. Bank rules save you time on lines you see every month.
    2. You’ll find them in Banking, on the Bank Import screen.
    3. Open the Rules tab.
    4. A rule fills in the review for you.
    5. And a line that matches an entry for the same amount, dated within a week, is matched, not booked again.
    6. Choose New rule, and say what the line looks like, and where it should go.
    7. Leave Add automatically unticked if you’d rather check each one first.

  3. Undo categorized bank lines

    Take back lines you have already handled, without deleting any history.

    Read the transcript
    1. The Categorized tab shows the bank lines you’ve already handled.
    2. Some were matched to entries you had; one was posted as a new entry.
    3. To take some back, tick just those lines.
    4. Qetaab tells you exactly what will happen before it does anything.
    5. A posted entry is reversed, never deleted.
    6. Confirm, and the lines go back to your review list, ready for another go.

Reports 7 videos

  1. Read the financial statements

    Income statement, balance sheet and cash flow: what each one tells you.

    Read the transcript
    1. The income statement shows your revenue, your costs and your expenses.
    2. Check the dates at the top first.
    3. At the bottom is your net income: what’s left.
    4. The balance sheet is a snapshot of one day.
    5. What you own equals what you owe plus your equity.
    6. And the cash flow explains how you got from your opening cash to your closing cash.

  2. Compare periods and months

    Put two periods side by side, or read the year month by month.

    Read the transcript
    1. Totals only shows the one period you picked.
    2. Choose Compare periods to see two side by side, with the change between them.
    3. Check both date ranges before you read it.
    4. Or choose By month, and read the whole year a month at a time.

  3. Trace a figure to its entries

    From the reports catalogue to the ledger lines behind a figure.

    Read the transcript
    1. Every report is in one place, under Reports.
    2. Open a statement, and find the figure you want to look into.
    3. Choose it, and the general ledger opens on the entries behind it, for the same dates.

  4. Read income and expenses together

    Revenue, cost of revenue and expenses on one statement, for the period you choose.

    Read the transcript
    1. Check the period at the top before you read the income statement.
    2. Then read revenue, cost of revenue and operating expenses together.
    3. It shows what’s been recorded.
    4. A bill or a receipt nobody entered isn’t in it yet.

  5. Read a balance sheet snapshot

    What you own, what you owe and your equity, on one date.

    Read the transcript
    1. A balance sheet shows where you stand on one date.
    2. It isn’t your sales over a period.
    3. Check the as-of date, then read assets, liabilities and equity.
    4. The balancing check is handy.
    5. But it doesn’t replace looking at the records underneath.

  6. Read the lines behind an entry

    Open an entry to see its account lines, memo, date and where it came from.

    Read the transcript
    1. Every posted entry is in Journal Entries.
    2. Search for the one you want.
    3. View it, and you see all its account lines together, balanced.
    4. Below, where it came from, and whether anyone has reviewed it.
    5. A posted entry can’t be edited; to correct it, you post a reversal.

Stock 8 videos

  1. Run your stock: order, receive, sell, dispatch

    Receive a purchase order, then pick, pack and dispatch a sales order.

    Read the transcript
    1. When a delivery arrives, receive it against the purchase order.
    2. Scan or type what came in, and choose the bin.
    3. Receive and bill.
    4. The stock is in, and the supplier bill is created for you.
    5. To send an order out, open it and start a pick list.
    6. Scan each item as you pick it, then confirm.
    7. Pack it.
    8. Picking and packing don’t post anything.
    9. Dispatch is the step that counts.
    10. It creates the invoice, and the sale, the cost of goods and the stock leaving all happen now.
    11. And the order shows as shipped.

  2. Start with the stock overview

    Stock value, the check against your books, and what is running low.

    Read the transcript
    1. Start with the inventory overview.
    2. This badge says your stock value agrees with the inventory account in your books.
    3. Running low lists what’s at or below its reorder point, counting what’s already on order.
    4. And the reports show every product by site, bin, lot and status, before you decide what to order or move.

  3. Read a product stock position

    Quantities, availability and stock value for each product, side by side.

    Read the transcript
    1. The product list shows quantities, what’s available, and stock value together.
    2. On hand and available aren’t the same when some units are set aside for orders.
    3. Check the product and how it’s tracked before you make a stock decision.

  4. Find stock across locations

    Where each product is held, and what state it is in.

    Read the transcript
    1. Stock by site shows you where everything is held.
    2. Look at each location and its status, not just one combined number.
    3. Quarantined and incoming units are shown apart from the stock you can use today.

  5. Review a purchase before receiving

    Check what actually arrived against the purchase order before you receive it.

    Read the transcript
    1. Before you receive a delivery, check the purchase order against what actually arrived.
    2. Receiving it creates the supplier bill.
    3. So check the units and the product carefully.
    4. A scan tells you what was scanned, not that the delivery is right.

  6. Count what is on the shelf

    A blind count: record what you find, without the expected figure in view.

    Read the transcript
    1. A blind count asks you to write down what you actually find on the shelf.
    2. Check the site, the bin and the product before you enter a number.
    3. The expected figure is hidden from whoever’s counting.
    4. So the count reflects the shelf, not a copied number.

  7. Review a stock count difference

    Expected and counted side by side, and the review before a count is applied.

    Read the transcript
    1. The review screen puts what you expected and what you counted side by side.
    2. Look into any difference before you apply the count.
    3. If your company needs an approval, someone independent reviews it before it posts.

  8. Read stock by place and status

    Stock by product, site, bin, lot and status, in one report.

    Read the transcript
    1. This report breaks your stock down by product, site, bin, lot and status.
    2. It answers two questions: where are the units, and which ones can you use?
    3. One combined total can’t explain a quarantine, or a difference between locations.

Your accountant 4 videos

  1. Your first day as an accountant

    The accountant’s door, the list of every set of books you can open, and how client books reach you.

    Read the transcript
    1. If you’re an accountant or bookkeeper, choose that door, and sign in.
    2. It’s free, with no card.
    3. Your practice, and any number of clients’ books, at no charge.
    4. All Books is where you work from.
    5. Every set of books you can open, with the ones that need you first at the top.
    6. Choose Client books to see only your clients.
    7. These sample books have none yet, so the list is empty.
    8. Open any set of books, and you’re straight into its dashboard.
    9. To see how a client’s books reach you, search the help for accountant.
    10. A business invites you, or you set the books up for them.
    11. Either way, your practice opens a client’s books from Your clients, in its own settings.

  2. Approve a draft

    Read the reasoning behind a prepared draft, then approve it: nothing posts on its own.

    Read the transcript
    1. Approvals is your review desk.
    2. Each draft waits here, with its evidence beside it.
    3. Read the account lines, and why the draft was prepared.
    4. If it’s right, choose Approve and post.
    5. The desk moves on to the next one, and the pending count goes down.
    6. Recently decided keeps the history: what was proposed, and what a person did about it.

  3. Close a month and lock the period

    Work through the month-end checklist, then lock the period.

    Read the transcript
    1. Month-end walks you through the steps, starting with your statements.
    2. Each step tells you where it stands: check passed, needs attention, or your review needed.
    3. When you’ve reported on a month, lock it.
    4. The period lock is under Settings and Close, Accounting.
    5. Choose the last day, and apply the lock.
    6. While it’s locked, ordinary postings dated on or before that day are refused.
    7. An owner or admin can remove the lock.

  4. Work through items needing review

    Transactions that need a closer look, each with its reason and a note when resolved.

    Read the transcript
    1. The review inbox gathers the transactions that need a closer look.
    2. Read why each one is there, and look at where it came from.
    3. When you resolve it, leave a clear note, so the next person knows what you checked.

Several businesses 1 video

  1. See several businesses as one

    Put two or more businesses in a group, and read their statements together.

    Read the transcript
    1. Own more than one business?
    2. Consolidation shows them together.
    3. Choose New group, and give it a name.
    4. Add the businesses.
    5. The order you list them in is the order on the statements.
    6. Save the group.
    7. Choose the dates, and the group’s statements appear.
    8. Balances between your own businesses can be marked, so they come out.
    9. The consolidated balance sheet puts each business side by side, then the combined total.
    10. And the consolidated income statement does the same for revenue and expenses.

Help centre

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Step-by-step guides for everyday work, each showing when its steps were last checked in the app.

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