# Digits Help Center ## Home - [Welcome to Digits Help Center](https://help.digits.com/readme.md): Find the right guides for your role and get the most out of Digits. ## Digits for Businesses - [Businesses](https://help.digits.com/digits-for-businesses/businesses.md) ## Getting Started - [Getting Started](https://help.digits.com/business-getting-started/getting-started.md): Connect your bank accounts and business tools to Digits so transactions, bills, payroll, and payments flow in automatically—less manual entry, cleaner books, and real-time financials. - [Product Guides](https://help.digits.com/business-getting-started/guides.md): Step-by-step interactive tours to help you get started with Digits' key features, from the Ledger to Reports and everything in between. - [Digits Availability, Banks, & Currency Support](https://help.digits.com/business-getting-started/digits-availability-banks-and-currency-support.md): Learn where Digits is available, which countries, banks, and currencies are supported, and why Digits currently works only for U.S.-based businesses. - [Choosing a Setup Method](https://help.digits.com/business-getting-started/setup-methods.md) - [Migrate Data from Quickbooks](https://help.digits.com/business-getting-started/migrate-from-quickbooks.md): If you already use QuickBooks Online, you can bring your existing books into Digits instead of starting from scratch. - [Quickbooks Cutover Date](https://help.digits.com/business-getting-started/business-quickbooks-cutover-date.md): The cutover date only applies if you’re moving from QuickBooks. It’s the point where your books officially switch into Digits and Digits becomes your main source of truth going forward. - [Reconciliations After Migrating from QuickBooks](https://help.digits.com/business-getting-started/cutover-reconciliation.md) - [Migrate to Digits from Xero, Puzzle, or Another Platform](https://help.digits.com/business-getting-started/migrate-to-digits.md): Moving from Xero, Puzzle, or another platform? Digits doesn't have a direct sync, but you can get up and running with your existing data in just a few steps. - [Try Digits Without Leaving Your Current Setup (Parallel Close)](https://help.digits.com/business-getting-started/parallel-close.md): You don’t have to fully switch systems to see if Digits is right for your business. You can run Digits alongside your current accounting tool and compare the results at your own pace. - [Find a Digits Accounting Firm — For Business Owners](https://help.digits.com/business-getting-started/accountant-directory.md): Find a trusted, Digits-certified accounting firm that delivers smarter, faster financial insights. ## Connections - [Connections](https://help.digits.com/business-connections/business-connections.md): Connect bank accounts and financial platforms to Digits for real-time data, automated bookkeeping, and seamless transaction syncing. - [Digits Connections: Banks & Cards via Plaid](https://help.digits.com/business-connections/plaid.md): Connect your business bank and credit card accounts to Digits for real-time updates, smart categorization, and syncing with over 12,000+ U.S. financial institutions. - [Digits Connections: Ramp](https://help.digits.com/business-connections/ramp.md): Connect your Ramp account to Digits for a seamless workflow — no manual entry required. Transactions sync directly into your general ledger. - [Digits Connections: Stripe](https://help.digits.com/business-connections/stripe.md): Connect Stripe to Digits to sync online payments automatically and cut down on manual work in your books. - [Digits Connections: BILL](https://help.digits.com/business-connections/bill.md): Connect BILL to Digits to sync bills and customer payments automatically and keep your records up to date. - [Payroll Connections: Gusto](https://help.digits.com/business-connections/gusto.md): Connect Gusto to Digits to sync payroll automatically and cut down on manual bookkeeping. - [Payroll Connections](https://help.digits.com/business-connections/payroll-connections.md): Connect your payroll provider to Digits to automatically sync payroll data — no manual journal entries needed. - [Recording Manual Payroll in Digits](https://help.digits.com/business-connections/manual-payroll.md) - [Linking Multiple Chase Accounts to Separate Legal Entities in Digits](https://help.digits.com/business-connections/linking-multiple-chase-accounts.md) - [Linking Only Your Chase Business Accounts to Digits](https://help.digits.com/business-connections/linking-specific-chase-accounts.md): Use these steps to connect only your Chase business accounts to Digits, not your personal accounts. - [Wells Fargo: Remove Unwanted Accounts and Their Transactions](https://help.digits.com/business-connections/wells-fargo-remove-transactions.md) - [Digits Developer API](https://help.digits.com/business-connections/digits-developer-api.md) - [Digits Model Context Protocol (MCP)](https://help.digits.com/business-connections/digits-mcp.md): Connect Digits to your favorite AI assistant to explore your financial data, pull reports, and run scenarios. Just sign in and start asking. - [How Connections Work](https://help.digits.com/business-connections/how-connections-work.md): A connection is the link between Digits and an external financial account or service. It allows Digits to automatically import and keep your financial data up to date. - [Change the Start Date for a Connection](https://help.digits.com/business-connections/start-date.md): Each connection in Digits has a start date that controls how far back transactions are imported. You can update this start date to adjust how much historical data is included. - [Delete or Remove Transactions in Digits](https://help.digits.com/business-connections/remove-transactions.md): Delete or remove transactions to fix mistakes or clean up imported data from connected accounts. - [Archive and Delete a Connection](https://help.digits.com/business-connections/remove-connections.md): Archive or delete connections for inactive or closed accounts. - [Starting Over in Digits](https://help.digits.com/business-connections/starting-over.md): Starting over resets your account so you can begin setup again from scratch. This is typically used to correct setup issues, such as selecting the wrong QuickBooks cutover date. - [Connections FAQs](https://help.digits.com/business-connections/connections-faqs.md): Find answers to common questions about Digits Connections. Learn how to link banks, payroll, and apps, troubleshoot sync issues, and manage secure data feeds with confidence. - [Sync Matrix for Digits - BILL Payables & Receivables](https://help.digits.com/business-connections/bill-sync-matrix.md) ## My Business Account - [My Business Account](https://help.digits.com/my-business-account/my-business-account.md) - [How to Log into Digits](https://help.digits.com/my-business-account/logging-in.md): Access Digits quickly and securely with Magic Links or Google Sign-In. No passwords, no hassle, just seamless login. - [Managing Your Team (Inviting/Removing Users)](https://help.digits.com/my-business-account/managing-your-team.md): Digits is built for collaboration—invite co-founders, your accountant, or ops leads to view reports and manage bills, and remove access anytime when they no longer need it. - [Manage Your Organization and Business Profile in Digits](https://help.digits.com/my-business-account/company-profile.md): Learn how to update your business and organization settings, including names, logos, and websites, from the Business Dashboard and Organization Settings. - [How to Add Additional Business Plans](https://help.digits.com/my-business-account/add-additonal-businesses.md): Business Owners can add and manage multiple businesses under a single Digits account. Each business has its own legal entity, subscription, and dashboard—so everything stays clean and separate. - [Viewing & Downloading Your Digits Subscription Invoice](https://help.digits.com/my-business-account/digits-subscription-invoices.md): You can see and download your Digits billing invoices anytime from your account settings. - [Updating Your Payment Method in Digits](https://help.digits.com/my-business-account/payment-method.md): Need to change the card you use for Digits billing? You can update your payment method in just a few clicks. - [Upgrade/Downgrade Your Business Plan](https://help.digits.com/my-business-account/upgrade-downgrade-your-business-plan.md): Request a business subscription plan change and understand its billing impact. - [How to Cancel Your Digits Business Account](https://help.digits.com/my-business-account/cancel-digits.md) ## Accounting Workflows - [workflows](https://help.digits.com/business-accounting-workflows/workflows.md) ## Home & Checklist - [Home & Checklist](https://help.digits.com/business-home/business-home.md) - [Customize Your Dashboard](https://help.digits.com/business-home/customize-dashboards.md): Your Home dashboard puts your metrics front and center. Add KPIs, statements, and custom tiles, and arrange your layout any way you like. - [Digits Checklist](https://help.digits.com/business-home/checklist.md): Every task the AI needs help with, including categorization, reconciliation, reports, and more, lives here, organized by workflow. - [Quality Control](https://help.digits.com/business-home/quality-control.md) - [Ask Digits](https://help.digits.com/business-home/ask-digits.md) - [Digits Navigation & Shortcuts](https://help.digits.com/business-home/shortcuts.md): Find anything and get anywhere quickly. Use the global Search, follow breadcrumbs, and work faster with keyboard shortcuts. ## Accounting & Ledger - [Accounting & Ledger](https://help.digits.com/business-agentic-general-ledger/ledger.md) - [Navigating the Ledger](https://help.digits.com/business-agentic-general-ledger/navigating-ledger.md) - [How AI Works in Digits](https://help.digits.com/business-agentic-general-ledger/digits-ai.md): Learn how Digits uses AI to automatically book, categorize, and review transactions—so you only step in when human judgment is actually needed. - [Pay In/ Pay Out Transactions](https://help.digits.com/business-agentic-general-ledger/pay-in-pay-out.md): Learn how to manually record Pay In and Pay Out transactions in Digits. Add income, expenses, refunds, or reversals directly from your Ledger with control and accuracy. - [Journal Entries in Digits](https://help.digits.com/business-agentic-general-ledger/journal-entries.md): Record and manage journal entries in Digits to capture multi-account activity, balance debits and credits, and maintain accurate financials —all in one place. - [Bank Transfers](https://help.digits.com/business-agentic-general-ledger/bank-transfers.md): Transfers move money between two accounts — like paying off a credit card from a checking account. You can record and review these directly in Ledger. - [Splitting Transactions](https://help.digits.com/business-agentic-general-ledger/splitting-transactions.md): Some transactions include multiple expense types—like travel, lodging, and meals. Use transaction splitting in Digits to assign each amount to the right category for accurate books. - [Editing Transactions](https://help.digits.com/business-agentic-general-ledger/editing-transactions.md): Whether you're fixing a typo or reclassifying a category, Digits makes it easy to edit transactions across all sources — including manual entries, CSV imports, and bank-connected data. - [Match or Unmatch Transactions](https://help.digits.com/business-agentic-general-ledger/match-unmatch-transactions.md) - [Importing Transactions](https://help.digits.com/business-agentic-general-ledger/importing-transactions.md): Manually import your bank transactions using a bank statement or CSV file. Upload, map, and categorize your data with ease, so your Ledger stays complete even when a direct connection is not available - [Close a Month (Set or change Close Date)](https://help.digits.com/business-agentic-general-ledger/close-date.md): Closing a month prevents edits, imports, and automations from changing past periods. Use this when you’ve finished reconciling and want clean, final numbers. - [Exporting Data from the Ledger](https://help.digits.com/business-agentic-general-ledger/export-ledger.md): The Ledger gives you flexible export options so you can review your data, share it with your accountant, or prep for audits and lenders. - [Reconciliation Dashboard](https://help.digits.com/business-agentic-general-ledger/bank-rec-dashboard.md): The Reconciliation Dashboard gives you a quick view of your progress each month — including what’s started, what’s pending, and which reconciliations are finalized. - [Using AI Bank Reconciliations in Digits](https://help.digits.com/business-agentic-general-ledger/ai-bank-recs.md): Digits continuously compares your bank statements to your ledger, flags anything that needs review, and lets you finalize reconciliations in a few clicks. - [Creating a Manual Reconciliation](https://help.digits.com/business-agentic-general-ledger/manual-bank-rec.md) - [Category Manager (Chart of Accounts)](https://help.digits.com/business-agentic-general-ledger/category-manager.md): Category Manager is your smart chart of accounts, where you set up and organize categories to track income, expenses, assets, and more so your business finances stay clear and easy to review anytime. - [Import Your Chart of Accounts](https://help.digits.com/business-agentic-general-ledger/import-coa.md): Import your Chart of Accounts into Digits using a CSV file. - [Departments](https://help.digits.com/business-agentic-general-ledger/departments.md): Departments allow you to segment your books to track performance across teams, service lines, or business units. - [Locations](https://help.digits.com/business-agentic-general-ledger/locations.md): Locations allow you to segment your books by geography, region, or site so you can track performance across different places your business operates. - [Cash vs. Accrual in Digits](https://help.digits.com/business-agentic-general-ledger/cash-vs-accrual.md): Digits supports both cash and accrual accounting, so you can track your finances in the way that best fits your business. - [Get Tax-Ready with Digits: 1099s, W-9s, & Year-End Prep](https://help.digits.com/business-agentic-general-ledger/get-tax-ready.md): Tax season doesn’t have to be stressful. Digits helps you stay organized and easily share everything your accountant needs—without the usual scramble. - [Troubleshooting Cash Totals: Verifying Opening Balances](https://help.digits.com/business-agentic-general-ledger/verify-opening-balances.md): Opening balances make sure Digits starts with the right cash number so your reports and dashboards stay accurate. - [Accounting & Ledger FAQs](https://help.digits.com/business-agentic-general-ledger/ledger-faqs.md): Explore FAQs on ledger behavior, category logic, cash vs. accrual treatment, journal entries, and reconciliation workflows to keep your books accurate. ## Invoices & Bills - [Invoices & Bills (AR/AP)](https://help.digits.com/business-bills-and-invoices/business-invoices-bills.md) - [Getting Set Up for Digits Bill Pay & Invoicing](https://help.digits.com/business-bills-and-invoices/business-verification.md): Before you can send invoices or pay bills through Digits, your business needs to be verified. This is a standard step for any product that moves money. - [Document Requirements for Verification](https://help.digits.com/business-bills-and-invoices/verification-documents.md) - [Banks & Cards Overview](https://help.digits.com/business-bills-and-invoices/banks-and-cards.md): Review and manage transactions from your connected bank and card accounts in a clear, account-level view. - [Bill Statuses Explained](https://help.digits.com/business-bills-and-invoices/bill-status.md): Get comfy with bill statuses in Bill Pay. See where each bill sits in approval and payment, spot holdups fast, and know exactly what, if anything, you need to do next. - [Managing Bills](https://help.digits.com/business-bills-and-invoices/bills.md): Learn how to manage bills in Digits—upload and review invoices, send or approve bills, mark outside payments, fix duplicates, and keep your payables organized and up to date. - [Marking a Bill or Invoice as Paid (External Payments)](https://help.digits.com/business-bills-and-invoices/external-payments.md): If you paid a bill outside Digits (like mailing a check), mark it as Paid so your records stay accurate—Digits won’t move any money. - [Creating & Managing Invoices](https://help.digits.com/business-bills-and-invoices/invoices.md): Create invoices for your customers, track them from Draft to Paid, update customer details, and record payments you collect outside Digits so your books stay up to date. - [Editing Customer Information on Invoices](https://help.digits.com/business-bills-and-invoices/edit-customer-info.md): Update customer contact and billing details directly from invoices for accurate, up-to-date records. - [Customizing Invoice Branding](https://help.digits.com/business-bills-and-invoices/invoice-branding.md): Make your invoices match your brand. Customize logo, business details, and messaging, then preview exactly what customers will see before you send it. - [Viewing Invoice Status & Payment Progress](https://help.digits.com/business-bills-and-invoices/invoice-status.md): Once an invoice has been sent, Digits makes it easy to track its status—from delivery to payment—so you always know where things stand. - [Digits Pay Pricing](https://help.digits.com/business-bills-and-invoices/digits-pay-pricing.md): Simple, transparent pricing for your business. Accept payments and pay bills with clear, upfront fees. No hidden costs, no surprises. ## Vendors & Customers - [Vendors & Customers](https://help.digits.com/business-vendors-and-customers/business-vendors-customers.md): Get clear, organized visibility into every vendor bill, customer invoice, and 1099 detail—so you can review spend, revenue, and tax readiness with total confidence. - [Managing Your Vendors](https://help.digits.com/business-vendors-and-customers/managing-vendors.md) - [Managing Your Customers](https://help.digits.com/business-vendors-and-customers/managing-customers.md) ## Insights & Reporting - [Insights & Reporting](https://help.digits.com/business-insights-and-reporting/business-insights-reportings.md) - [Financials Overview](https://help.digits.com/business-insights-and-reporting/business-insights-reportings/financials.md): Get a complete view of your finances with Digits Financials. Review P\&L, Balance Sheet, Cash Flow, AR, & AP Aging, track trends, and download reports for fast, accurate review. - [Downloading Financials in Digits](https://help.digits.com/business-insights-and-reporting/business-insights-reportings/download-financials.md): Need to share your numbers outside of Digits? No problem. Whether it’s for your tax prep, a lender, or a quick check-in with your bookkeeper, exporting is fast and easy. - [Creating a Custom Report](https://help.digits.com/business-insights-and-reporting/business-insights-reportings/custom-reports.md): Learn how to create and customize financial reports in Digits—build P\&Ls, balance sheets, and summaries with charts, filters, and simple layouts you can share with your team, investors, or lender. - [Saving & Sharing Custom Reports](https://help.digits.com/business-insights-and-reporting/business-insights-reportings/sharing-reports.md): Once you’ve finished building a custom report, Digits makes it easy to share it with your team, your bookkeeper, or anyone else who needs a clear view of your numbers. - [Scheduling Custom Reports](https://help.digits.com/business-insights-and-reporting/business-insights-reportings/schedule-reports.md): Automate your monthly reporting by scheduling draft or final reports in Digits. Save time, stay consistent, and make sure your reports go out on schedule—without manual prep. ## Documents - [Documents & Vault](https://help.digits.com/business-documents/business-documents.md): Store, search, and manage receipts, statements, W-9s, and attachments—all synced across your Ledger and Reconciliations. - [Vault Overview](https://help.digits.com/business-documents/documents-overview.md): Digits' Vault centralizes statements, receipts, and contracts. Upload or auto-fetch files, convert PDFs to CSV, and stay in sync with Reconciliations. - [Store & track W-9s in Vault](https://help.digits.com/business-documents/tax-documents.md): Centralize W-9 collection so tax season isn’t a scramble. This guide shows how to file, find, and sync W-9s with vendor tax status. - [Attach Documents to Transactions](https://help.digits.com/business-documents/attaching-documents.md): Attach receipts, invoices, or other supporting files directly to transactions in Digits — across Ledger, Banks & Cards, Vendors, and Customers. Everything stays linked, searchable, and organized. - [Sending Documents to Digits by Email](https://help.digits.com/business-documents/email-documents.md): When you forward emails to Digits, we scan for financial documents and route what we find into the right workflows for you. ## FAQs & Troubleshooting - [Business & Operator FAQs](https://help.digits.com/business-faqs-and-troubleshooting/readme.md) ## Digits for Accounting Firms - [Accountants](https://help.digits.com/digits-for-accountants/accountants.md) ## Getting Started with Digits for Firms - [Getting Started with Digits for Firms](https://help.digits.com/firms-getting-started/firms-getting-started.md): Welcome to Digits! Explore your demo environment, add clients, connect your tools, and begin collaborating with your team—everything you need to launch smoothly. - [Product Guides](https://help.digits.com/firms-getting-started/product-guides.md): Step-by-step interactive tours to help you get started with Digits' key features, from the Ledger to Reports and everything in between. - [Using Your Demo Client (Sandbox)](https://help.digits.com/firms-getting-started/sandbox.md): The Demo Client (Sandbox) is a sample company preloaded with test data so you can explore Digits freely — no real bank connections or client information required. It’s perfect for learning, training, - [Understanding Your Firm Dashboard](https://help.digits.com/firms-getting-started/dashboard.md): The Firm Dashboard is your central hub for managing close work across all clients. It gives you a real-time list view of every client with counts showing exactly how much work remains across each chec - [Firm Setup FAQs](https://help.digits.com/firms-getting-started/setup-faqs.md): Find quick answers to common questions about setting up and managing your firm in Digits — including colleagues, clients, billing, and permissions. - [Adding Your First Client](https://help.digits.com/firms-getting-started/adding-your-first-client.md): Add your first client to Digits to manage their finances, view reports, track transactions, and collaborate with their team—all in one place. - [Choosing Your Client's Setup Method](https://help.digits.com/firms-getting-started/setup-methods.md): Choose how to set up your client in Digits — start fresh, import from QuickBooks, or migrate from another platform to build their Chart of Accounts. - [Migrate Data from QuickBooks Online (QBO)](https://help.digits.com/firms-getting-started/migrate-from-quickbooks.md): When setting up a new client in Digits, you can import their financial data directly from QuickBooks Online to keep historical records and categories intact. - [QuickBooks Cutover Date](https://help.digits.com/firms-getting-started/firms-quickbook-cutover-date.md): The cutover date applies only to clients migrating from QuickBooks. It marks when your client’s books officially move into Digits and when Digits becomes the system of record. - [Reconciliations After Migrating from QuickBooks](https://help.digits.com/firms-getting-started/cutover-reconciliation.md): Complete a one-time cutover reconciliation to set a clean baseline for AI Bank Recs after migrating from QuickBooks Online. - [Migrate to Digits from Xero, Puzzle, or Another Platform](https://help.digits.com/firms-getting-started/migrate-to-digits.md): Moving a client from Xero, Puzzle, or another platform? Digits does not have a direct sync, but your client's existing data can be brought over in a few easy steps. - [Running a Parallel Close](https://help.digits.com/firms-getting-started/parallel-close.md): Run a Parallel Close to test Digits alongside QuickBooks. Close the same period in both systems, compare results, and verify Digits’ accuracy before switching fully. - [Digits Availability, Banks, and Currency Support](https://help.digits.com/firms-getting-started/digits-availability-banks-and-currency-support.md): Learn where Digits is available, which countries, banks, and currencies are supported, and why Digits currently works only for U.S.-based businesses. ## Connections - [Connections](https://help.digits.com/firms-connections/firms-connections.md): Connect bank accounts and financial platforms to Digits for real-time data, automated bookkeeping, and seamless transaction syncing. - [Digits Connections: Banks & Cards via Plaid](https://help.digits.com/firms-connections/plaid.md): Sync your clients’ banks and cards with Digits in seconds. Enjoy real-time updates, smart categorization, and connections to 12,000+ financial institutions across the U.S. - [Digits Connections: Ramp](https://help.digits.com/firms-connections/ramp.md): Connecting Ramp to Digits creates a streamlined, professional-grade workflow — eliminating manual data entry and syncing transactions directly into your client’s general ledger. - [Digits Connections: Ignition](https://help.digits.com/firms-connections/ignition.md) - [Digits Connections: Reach Reporting](https://help.digits.com/firms-connections/reach-reporting.md) - [Digits Connections: Stripe](https://help.digits.com/firms-connections/stripe.md): Connect Stripe to Digits to sync payments, fees, and refunds automatically — keeping your clients’ revenue data categorized, accurate, and always up to date. - [Digits Connections: BILL](https://help.digits.com/firms-connections/bill.md): Connect BILL to Digits to automatically sync bills, invoices, vendors, customers, and payments into your books. - [Payroll Connections: Gusto](https://help.digits.com/firms-connections/gusto.md): Connect your client’s Gusto account to Digits for a secure, automated feed of payroll & benefits transactions. Streamline reconciliation, boost reporting accuracy, and eliminate manual payroll entry. - [Payroll Connections](https://help.digits.com/firms-connections/finch.md): Connect your payroll provider to Digits to automatically sync payroll data — no manual journal entries needed. - [Recording Manual Payroll in Digits](https://help.digits.com/firms-connections/manual-payroll.md) - [Linking Multiple Chase Accounts to Separate Legal Entities in Digits](https://help.digits.com/firms-connections/linking-multiple-chase-accounts.md) - [Linking Only Business Accounts with Chase on Digits](https://help.digits.com/firms-connections/linking-specific-chase-accounts.md): This document is for clients who have both personal and business accounts with Chase and outlines the process for linking only their Chase business accounts to Digits. - [Wells Fargo: Remove Unwanted Accounts and Their Transactions](https://help.digits.com/firms-connections/wells-fargo-remove-transactions.md) - [Digits Developer API](https://help.digits.com/firms-connections/digits-developer-api.md) - [Digits Model Context Protocol (MCP)](https://help.digits.com/firms-connections/digits-mcp.md): Connect Digits to your favorite AI assistant to explore your client's financial data, pull reports, and run scenarios. Just sign in and start asking. - [How Connections Work](https://help.digits.com/firms-connections/how-connections-work.md): A connection is the link between Digits and an external financial account or service. It allows Digits to automatically import and keep your financial data up to date. - [Change the Start Date for a Connection](https://help.digits.com/firms-connections/start-date.md): Each connection in Digits has a start date that controls how far back transactions are imported. You can update this start date to adjust how much historical data is included. - [Delete or Remove Transactions in Digits](https://help.digits.com/firms-connections/remove-transactions.md): Delete or remove transactions to fix mistakes or clean up imported data from connected accounts. - [Archive and Delete a Connection](https://help.digits.com/firms-connections/remove-connections.md): Archive or delete connections for inactive or closed accounts. - [Starting Over in Digits](https://help.digits.com/firms-connections/starting-over.md): Starting over resets your account so you can begin setup again from scratch. This is typically used to correct setup issues, such as selecting the wrong QuickBooks cutover date. - [Connections FAQs](https://help.digits.com/firms-connections/connections-faqs.md): Find answers to common questions about Digits Connections. Learn how to link banks, payroll, and apps, troubleshoot sync issues, and manage secure data feeds with confidence. ## My Firm Account - [My Firm Account](https://help.digits.com/my-firm-account/my-firm-account.md): Update your profile, billing, user roles, and plan details—all in one place. Control your firm’s settings, permissions, subscriptions, and how your firm appears in Digits. - [Digits for Firms—Brand Guidelines](https://help.digits.com/my-firm-account/partner-program-brand-guidelines.md): Welcome to the Digits for Firms brand guidelines. These guidelines will help ensure our brand assets and your partner program status are represented correctly and used effectively. - [Digits for Firms Plans](https://help.digits.com/my-firm-account/firm-plans.md): From tax prep to CAAS, Digits for Firms gets your firm exclusive plans. Choose the right plan for each client. - [Free Books for Your Firm](https://help.digits.com/my-firm-account/free-books.md) - [Digits Accounting Firm Directory — For Accounting Firms](https://help.digits.com/my-firm-account/accountant-directory.md): Showcase your firm in the Digits Directory. Get discovered by automation-first businesses looking for certified, AI-native accounting partners. - [Firm Profile](https://help.digits.com/my-firm-account/firm-profile.md): Keep your firm’s information up to date in Digits. From your Firm Profile, update your logo, name, and website to keep your branding consistent across your dashboard, client views, and reports. - [Your Firm's Subscription & Billing](https://help.digits.com/my-firm-account/digits-subscription-invoices.md): Manage your firm’s Digits subscription, billing info, and payment methods—all in one place. View invoices, update cards, and see client plan details anytime. - [Firm Roles & Permissions (Invite Colleagues)](https://help.digits.com/my-firm-account/roles-and-permissions.md): Bring your firm’s staff into Digits so you can collaborate across clients faster and manage permissions in one place. - [How to Log into Digits](https://help.digits.com/my-firm-account/logging-in.md): Access Digits quickly and securely with Magic Links or Google Sign-In. No passwords, no hassle—just seamless login. - [How to Cancel Your Firm Account](https://help.digits.com/my-firm-account/cancel-digits.md): Learn how firm-level cancellation works in Digits, including how to remove clients, what happens to Firm Free Books, and how to request full account closure from Support. ## Client Management - [Client Management](https://help.digits.com/client-management/client-management.md): Manage client access, roles, settings, and day-to-day workflows—everything your firm needs to support clients smoothly in Digits. - [Adding & Removing Client Accounts](https://help.digits.com/client-management/adding-and-removing-client-accounts.md): You can easily add new clients or remove existing ones from your Firm Dashboard. Each client is billed individually, so there’s no limit to how many clients your firm can manage in Digits. - [Invite a Client to their Digits Account](https://help.digits.com/client-management/roles-and-permissions.md): Invite team members to your client's Digits organization so they can access their books, collaborate with your firm, and manage their own work in Digits. - [What Clients Can & Can't Do](https://help.digits.com/client-management/what-clients-can-and-cant-do.md) - [Upgrade/Downgrade a Client Plan](https://help.digits.com/client-management/upgrade-downgrade-a-client-plan.md): From your Firm Settings, the Clients tab gives you an at-a-glance view of every client your firm manages in Digits — including their current plan, assigned colleagues, and access permissions. - [The Client's Organization Dashboard (What Your Clients See)](https://help.digits.com/client-management/the-clients-organization-dashboard-what-your-clients-see.md): For firms — understanding your client's experience - [Client Pays in Digits](https://help.digits.com/client-management/client-pays-in-digits.md): Some firms prefer their clients to pay directly for their software. Client Pays lets you do exactly that—while keeping the firm–client relationship, visibility, and workflow intact inside Digits. ## Accounting Workflows - [Workflows](https://help.digits.com/firms-accounting-workflows/workflows.md) ## Home & Checklist - [Home & Checklist](https://help.digits.com/firms-home/firms-home.md) - [Customize Your Client's Dashboard](https://help.digits.com/firms-home/customize-dashbaords.md): Your Home dashboard puts your client’s metrics front and center. Add KPIs, statements, and custom tiles, and arrange your layout any way you like. - [Digits Checklist](https://help.digits.com/firms-home/checklist.md): The Digits Checklist is a centralized workspace for organizing and completing accounting tasks each close. It automatically handles background work while surfacing items that need your attention, so y - [Quality Control](https://help.digits.com/firms-home/quality-control.md) - [Ask Digits](https://help.digits.com/firms-home/ask-digits.md) - [Digits Navigation & Shortcuts](https://help.digits.com/firms-home/shortcuts.md): Find anything and get anywhere quickly. Use the global Search, follow breadcrumbs, and work faster with keyboard shortcuts. ## Accounting & Ledger - [Accounting & Ledger](https://help.digits.com/firms-agentic-general-ledger/ledger.md): Manage your complete general ledger, reconciliations, categories, and tax workflows in one place for accurate, audit-ready books. - [Navigating the Ledger](https://help.digits.com/firms-agentic-general-ledger/navigating-ledger.md) - [How AI Works in Digits](https://help.digits.com/firms-agentic-general-ledger/digits-ai.md): Learn how Digits uses AI to automatically book, categorize, and review transactions—so you only step in when human judgment is actually needed. - [Pay In/ Pay Out Transactions](https://help.digits.com/firms-agentic-general-ledger/pay-in-pay-out.md): Learn how to manually record Pay In and Pay Out transactions in Digits. Add income, expenses, refunds, or reversals directly from your client’s Ledger with control and accuracy. - [Journal Entries in Digits](https://help.digits.com/firms-agentic-general-ledger/journal-entries.md): Record and manage journal entries in Digits to capture multi-account activity, balance debits and credits, and maintain accurate financials for your clients—all in one place. - [Bank Transfers](https://help.digits.com/firms-agentic-general-ledger/bank-transfers.md): Transfers move money between two accounts — like paying off a credit card from a checking account. You can record and review these directly in Ledger. - [Splitting Transactions](https://help.digits.com/firms-agentic-general-ledger/splitting-transactions.md): Some client transactions include multiple expense types—like travel, lodging, and meals. Use transaction splitting in Digits to assign each amount to the right category for accurate books. - [Editing Transactions](https://help.digits.com/firms-agentic-general-ledger/editing-transactions.md): Whether you're fixing a typo or reclassifying a category, Digits makes it easy to edit transactions across all sources — including manual entries, CSV imports, and bank-connected data. - [Match or Unmatch Transactions](https://help.digits.com/firms-agentic-general-ledger/match-unmatch-transactions.md) - [Importing Transactions](https://help.digits.com/firms-agentic-general-ledger/importing-transactions.md): Manually import bank transactions into Digits using a CSV file. Upload, map, and categorize the data with ease, keeping your Ledger complete even when a direct connection is not available. - [Close a Month (Set or Change Close Date)](https://help.digits.com/firms-agentic-general-ledger/close-date.md): Closing a month prevents edits, imports, and automations from changing past periods. Use this when you’ve finished reconciling and want clean, final numbers. - [Exporting Data from the Ledger](https://help.digits.com/firms-agentic-general-ledger/export-ledger.md): The Ledger gives you several export options so you can review data, share reports, and package books for clients or audits. - [Reconciliation Dashboard](https://help.digits.com/firms-agentic-general-ledger/bank-rec-dashboard.md): The Reconciliation Dashboard gives you a quick view of your client’s progress each month — including what’s started, what’s pending, and which reconciliations are finalized. - [Using AI Bank Reconciliations in Digits](https://help.digits.com/firms-agentic-general-ledger/ai-bank-recs.md): Digits continuously compares your clients' bank statements to their ledger, flags anything that needs review, and lets you finalize reconciliations in a few clicks. - [Creating a Manual Reconciliation](https://help.digits.com/firms-agentic-general-ledger/manual-bank-rec.md) - [Category Manager (Chart of Accounts)](https://help.digits.com/firms-agentic-general-ledger/category-manager.md): Think of Category Manager as your interactive chart of accounts—just smarter. It’s where you can create, edit, and organize every account your firm tracks for a client. - [Import Your Chart of Accounts](https://help.digits.com/firms-agentic-general-ledger/import-coa.md): Import your Chart of Accounts into Digits using a CSV file. - [Departments](https://help.digits.com/firms-agentic-general-ledger/departments.md): Departments allow you to segment your client's books to track performance across teams, service lines, or business units. - [Locations](https://help.digits.com/firms-agentic-general-ledger/locations.md): Locations allow you to segment your client's books by geography, region, or site so you can track performance across different places thier business operates. - [Schedules](https://help.digits.com/firms-agentic-general-ledger/schedules.md): Digits Schedules automates depreciation and amortization for fixed assets and prepaid expenses, detecting transactions, generating journal entries, and keeping your books current automatically. - [Cash vs. Accrual in Digits](https://help.digits.com/firms-agentic-general-ledger/cash-vs-accrual.md): Digits supports both cash and accrual accounting. Learn how each method works, how integrations post transactions, and when manual journal entries may be needed. - [Get Tax-Ready with Digits: 1099s, W-9s, & Year-End Prep](https://help.digits.com/firms-agentic-general-ledger/get-tax-ready.md): Tax season doesn’t have to be a scramble. Digits helps you stay ahead with up-to-date books, AI-assisted 1099 eligibility, and automated financials, so you can deliver confidently to every client. - [Troubleshooting Cash Totals: Verifying Opening Balances](https://help.digits.com/firms-agentic-general-ledger/verify-opening-balances.md) - [Accounting & Ledger FAQs](https://help.digits.com/firms-agentic-general-ledger/ledger-faqs.md): Explore FAQs on ledger behavior, category logic, cash vs. accrual treatment, journal entries, and reconciliation workflows to keep your books accurate. ## AR/AP - [Invoices & Bills (AR/AP)](https://help.digits.com/firms-bills-and-invoices/firms-invoices-bills.md) - [Getting Set Up for Digits Bill Pay & Invoicing (For Firms)](https://help.digits.com/firms-bills-and-invoices/business-verification.md): To protect your clients and ensure secure, compliant use of Digits Pay, we require business verification before enabling Bill Pay or Invoicing on any client account. - [Document Requirements for Verification](https://help.digits.com/firms-bills-and-invoices/verification-documents.md) - [Banks & Cards Overview](https://help.digits.com/firms-bills-and-invoices/banks-and-cards.md): Review and manage transactions from your connected bank and card accounts in a clear, account-level view. - [Bill Statuses Explained](https://help.digits.com/firms-bills-and-invoices/bill-status.md): Get comfy with bill statuses in Bill Pay—see where each bill sits in approval and payment, spot holdups fast, and know exactly what, if anything, you need to do next. - [Managing Bills for Your Client](https://help.digits.com/firms-bills-and-invoices/bills.md): Digits makes it easy to manage bill pay on behalf of your client. While you can't approve or pay bills directly, you can upload, prep, & assign them, keeping your client’s AP process running smoothly. - [Marking a Bill or Invoice as Paid (External Payments)](https://help.digits.com/firms-bills-and-invoices/external-payments.md) - [Creating and Managing Invoices](https://help.digits.com/firms-bills-and-invoices/invoices.md): Draft invoices for your clients, manage status from Draft to Paid, update customer details, and record external payments. Your client handles sending and collecting payments. - [Editing Customer Information on Invoices](https://help.digits.com/firms-bills-and-invoices/edit-customer-info.md): Update customer contact and billing details directly from invoices for accurate, up-to-date records. - [Customizing Invoice Branding](https://help.digits.com/firms-bills-and-invoices/invoice-branding.md): Make your client’s invoices look like their brand. Customize logo, business details, and messaging, then preview exactly what customers will see before your client sends. - [Viewing Invoice Status & Payment Progress](https://help.digits.com/firms-bills-and-invoices/invoice-status.md): Once an invoice has been sent, Digits makes it easy to track its status from delivery to payment, so you always know where things stand. - [Digits Pay Pricing](https://help.digits.com/firms-bills-and-invoices/digits-pay-pricing.md): Simple, transparent pricing for your business. Accept payments and pay bills with clear, upfront fees. No hidden costs, no surprises. ## Vendors & Customers - [Vendors & Customers](https://help.digits.com/firms-vendors-and-customers/firms-vendors-customers.md): Get clear, organized visibility into every vendor bill, customer invoice, and 1099 detail—so you can review spend, revenue, and tax readiness with total confidence. - [Managing Your Client's Vendors](https://help.digits.com/firms-vendors-and-customers/managing-vendors.md) - [Managing Your Client's Customers](https://help.digits.com/firms-vendors-and-customers/managing-customers.md) - [Tax View in Vendors](https://help.digits.com/firms-vendors-and-customers/tax-view.md): Use the Tax view in Vendors to review 1099 eligibility, track W-9 status, update Entity Type, and mark 1099-qualified transactions. Filter by year, spend, or status, and export a clean vendor list. ## Insights & Reporting - [Insights & Reporting](https://help.digits.com/firms-insights-and-reporting/firms-insights-reporting.md): Review real-time financials, explore P\&L, Balance Sheet, Cash Flow, AR/AP Aging, and build customizable reports you can share, schedule, and export instantly. - [Financials Overview](https://help.digits.com/firms-insights-and-reporting/financials.md): Get a complete view of your client’s finances with Digits Financials. Review P\&L, Balance Sheet, Cash Flow, AR, & AP Aging, track trends, and download reports for fast, accurate review. - [Downloading Financials in Digits](https://help.digits.com/firms-insights-and-reporting/download-financials.md): Need to share your client’s financials outside of Digits? No problem. Whether you're prepping for a board meeting, audit, or tax filing, exporting the data you need is fast and flexible. - [Creating a Custom Report](https://help.digits.com/firms-insights-and-reporting/custom-reports.md): Learn how to create and customize financial reports in Digits. Build P\&L, balance sheets, and executive summaries with charts, filters, and branded layouts for client-ready results. - [Saving & Sharing Custom Reports](https://help.digits.com/firms-insights-and-reporting/sharing-reports.md): Once you’ve finished building your custom report, Digits makes it easy to collaborate, share, and distribute it with clients or teammates. - [Scheduling Custom Reports](https://help.digits.com/firms-insights-and-reporting/schedule-reports.md): Automate your monthly reporting by scheduling draft or final reports in Digits. Save time, stay consistent, and ensure clients receive their reports on schedule—without manual prep. ## Documents - [Documents & Vault](https://help.digits.com/firms-documents/firms-documents.md): Store, search, and manage receipts, statements, W-9s, and attachments—all synced across your Ledger and Reconciliations. - [Vault Overview](https://help.digits.com/firms-documents/documents-overview.md): Digits' Vault centralizes statements, receipts, and contracts. Upload or auto-fetch files, convert PDFs to CSV, and stay in sync with Reconciliations. - [Store and Track W-9s in Digits Vault](https://help.digits.com/firms-documents/tax-documents.md): Centralize W-9 collection so tax season isn’t a scramble. This guide shows how to file, find, and sync W-9s with vendor tax status. - [Attach Documents to Transactions](https://help.digits.com/firms-documents/attaching-documents.md): Attach receipts, invoices, or other supporting files directly to transactions in Digits — across Ledger, Banks & Cards, Vendors, and Customers. Everything stays linked, searchable, and organized. - [Sending Documents to Digits by Email](https://help.digits.com/firms-documents/email-documents.md): When you forward emails to Digits, we scan for financial documents and route what we find into the right workflows for you. ## FAQs & Troubleshooting for Firms - [Accountant & Firm FAQs](https://help.digits.com/faqs-and-troubleshooting-for-firms/firms-faqs.md) ## Changelog - [Digits Changelog](https://help.digits.com/changelog/changleog.md) --- # Agent Instructions This documentation is published with GitBook. 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