Help Centre

Back to home

Help Centre

BarBooks for Sole Practitioners

BarBooks for Sole Practitioners

Sole Practitioners Barristers

Matters

How to write off a task

How to create a fixed fee matter

How to convert a fixed fee matter into a regular matter

How to archive a matter

How to unarchive a matter

See more

Invoices

How to write off an invoice

How to create an invoice

How to edit an invoice number

How does BarBooks calculate GST on invoices?

Receipts

How to remove/reverse a write-off

How to reverse a payment

Expenses

How to add a category or payee

How to import transactions in the Expenses tab

Templates and Documents

How to upload your own template in BarBooks

How to edit default BarBooks templates

How to change the default document type of files being opened (Mac)

Bank Reconciliation

How to set up your bank reconciliation accounts

How to reconcile transactions

How to reconcile overpayments and refunds from clients

Unable to import transactions in the Bank Rec tab

Dashboard

Difference between billed and invoiced amounts in the dashboard

Account and Subscription

How to switch BarBooks subscription

How to give access to your BarBooks account

How to update your credit card details in BarBooks

User Profile and Settings

How to change your password

How to change your email address

How to reset your password

Troubleshooting

Desktop app won't open (Windows)

Desktop app won't open (Mac)