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  • How to resubscribe

    From the article: Need to resubscribe?... No problem!... We'd love to have you back.... You should be prompted to resubscribe as soon as you sign in.

  • Transfers: Owner's Deposit

    From the article: Use this category for deposits where you add your own money to your self-employed finances.... This type of deposit differs from business income because it's not money that was paid to you by someone else for work you did.

  • Bank Error 185

    From the article: Error 185 usually means that your financial institution requires more information than we can store.... This error is common with certain Multi-Factor Authentication (MFA) account types, which means that there's an additional security requirement beyond

  • Error 108

    From the article: Error 108 means there's a message on your bank's website that requires you to take action.... Some examples are: New terms of service A special offer An announcement regarding maintenance or other site changes To resolve the error, sign in to your bank's

  • Mileage syncing

    From the article: Does mileage on the mobile app sync to the web?... You betcha.... Tracked trips automatically sync to the web product.

  • What happens when you send an invoice?

    From the article: Sent your first invoice?... Congrats!... Here's what to expect: For the recipient The recipient will receive an email that says you've sent them an invoice.

  • Error 102

    From the article: Error 102 usually means your bank's website is experiencing technical difficulties, undergoing maintenance or there is a server issue with the data transfer between us and the bank's website.

  • How we approach sales tax

    From the article: Managing sales tax requires a little bit of effort, but not too much.... Here's how to deal with sales tax in our app.

  • Sales tax overview

    From the article: With the freedom of being self-employed comes the sole responsibility for paying sales tax, a state-mandated surcharge on sales that varies from state to state.*

  • Duplicate transactions

    From the article: Sometimes, we do end up with duplicate transactions due to issues on the bank side or the way we fetch data for transactions that change date and/or descriptions within your bank's website.

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