Guides for running your books in Nummio.
Twelve sections cover everything from setting up your first business to closing a month and handing your CPA a tax export. Search from the sidebar, or pick a section below.
Getting started
Set up your business, connect the essentials, and land on a review queue that starts at zero.
Migrating from QuickBooks
Bring your accounts, customers, vendors, and transaction history over, and check the balances before you rely on them.
Capturing expenses
Four ways to get a receipt into Nummio — manual entry, CSV import, an in-product upload, or forwarding an email — all land in the same review queue.
The review queue
Where captured expenses wait for your call — accept the guess, fix it, or batch through the ones Nummio is confident about.
Invoicing and getting paid
Build an invoice, send it with a payment link, and let a completed checkout mark it paid automatically.
Reimbursements
An employee submits, an Owner or Bookkeeper approves, and payment gets marked once it's actually sent.
Reconciling
Import a bank statement, let Nummio match it against your books, and clear the rest by hand.
Closing a month
A checklist confirms the month is actually done, then locking it stops the books from moving under you.
Working with your accountant
Invite your CPA into your books directly, with the access their work actually needs.
Tax exports
A package shaped for your filing type, ready to hand your CPA — not a filing itself.
Roles and permissions
Four roles — Owner, Bookkeeper, Employee, and External Accountant — each scoped to what that person actually needs.
Billing
Your plan, your usage against its limits, and what happens if you go over.