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Features Security Help Centre FAQ Launch the app
0100Getting started
  • Quick-start: your first 30 minutes
  • Setting up your business profile
  • Understanding your chart of accounts
  • Importing your bank CSV
  • Setting up GST, HST, PST & QST
  • Moving from spreadsheets (or another app)
0200User guide
  • Transactions & categorization
  • Invoicing
  • Quotes & estimates
  • Receipts & OCR
  • Smart Vendor Rules
  • Sales tax in depth
  • Mileage & vehicle deductions
  • Reports & dashboards
  • Customer statements
  • Backups & recovery
  • Fiscal year-end archive
0300Tutorials
  • Send your first invoice
  • Preparing your GST/HST return
  • Running a month-end close
  • Setting up encrypted backups
  • Reconciling your bank account
  • Building a vendor-rules workflow that scales
  • Using the incorporation estimator
0400Troubleshooting
  • My data is missing or disappeared
  • CSV import isn't working
  • OCR isn't reading my receipts correctly
  • My bank balance in the app doesn't match my real bank
  • Invoice or report PDF looks wrong
  • I'm approaching or hit the transaction limit
  • I can't find a specific transaction
  • The app is slow or unresponsive
  • Which browsers does GBooks Air support?
  • Receipt Vault export problems
Help Centre/Getting started

Getting started

Set up GBooks Air and get your first real numbers in under an hour.

0100 · 8 min

Quick-start: your first 30 minutes

Go from a blank screen to real numbers — open the app, set up your business, import your bank transactions, and read your first P&L.

0100 · 5 min

Setting up your business profile

Configure your business name, province, tax registration, logo, and fiscal year — the details that flow onto every invoice and report.

0100 · 7 min

Understanding your chart of accounts

What accounts and categories are, how GBooks Air's default Canadian chart is organized, and when to add your own.

0100 · 8 min

Importing your bank CSV

How to export transactions from your bank and bring them into GBooks Air with the CSV Smart-Mapper — including headerless TD-style files.

0100 · 9 min

Setting up GST, HST, PST & QST

Configure sales tax correctly from day one — registration, default rates by province, charging customers in other provinces, and tracking what you owe.

0100 · 7 min

Moving from spreadsheets (or another app)

A practical migration plan: what to bring over, what to leave behind, and how to pick a clean start date.

GBooksAir

Free, private bookkeeping for Canadian small businesses. It runs entirely in your browser, so your books never leave your device.

Launch the app

Product

  • Features
  • Security & privacy
  • FAQ
  • Launch GBooks Air

Help Centre

  • Quick-start guide
  • Tutorials
  • User guide
  • Troubleshooting

GSH Financial

  • gshfinancial.com
  • support@gshfinancial.com
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