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Getting Started
Learn the basics of setting up your account and creating your first transaction.
- • Creating your account
- • Setting up your business
- • Understanding the dashboard
- • Your first transaction
Invoicing
Create professional invoices, track payments, and get paid faster.
- • Creating invoices
- • Customizing templates
- • Sending invoices
- • Tracking payments
Tax Compliance
Everything you need to know about GST/HST, PST, QST, and tax filing.
- • Understanding Canadian taxes
- • GST/HST registration
- • Quebec QST rules
- • Filing your taxes
Reports & Analytics
Generate financial reports and understand your business performance.
- • Profit & Loss statements
- • Balance sheets
- • Cash flow reports
- • Tax summaries
AI Assistant
Learn how to use the AI assistant to get instant answers about your finances.
- • Asking questions
- • Understanding insights
- • Getting recommendations
- • Best practices
Account & Settings
Manage your account, security settings, and preferences.
- • Profile settings
- • Security & privacy
- • Notifications
- • Data export
Popular articles
How do I register for a GST/HST number in Canada?
Learn when you need to register for GST/HST and how to do it through the CRA website.
Understanding Quebec's QST tax system
How QST works differently from other provincial taxes and why it compounds on GST.
Creating your first invoice in Indiebooks
Step-by-step guide to creating professional, tax-compliant invoices.
What are Input Tax Credits (ITCs)?
Understanding ITCs and how to claim back GST/HST you've paid on business expenses.
How to use the AI assistant effectively
Tips and examples for getting the most accurate answers from the AI assistant.
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