Documentation
Guides for everything in MitoBooks
Step-by-step help for setting up, switching from QuickBooks, and day-to-day bookkeeping.
Getting started
- Getting started with MitoBooksThe first things to set up, and a tour of where everything lives.
- Understanding the dashboardWhat Total Revenue, Total Expenses, Net Income and Cash on Hand mean, and where the numbers come from.
- Trying the demo companyExplore a sample company with a year of made-up books, without signing up.
- Importing from QuickBooks Online or CSVMove your customers, vendors, products, accounts and transactions into MitoBooks.
- AI Capture: turn a receipt or bill into a transactionUpload a photo or PDF of a bill, receipt or invoice and let AI pre-fill it for your review.
- My NotesA note sheet that floats over your work: to-dos, reminders, checklists, sketches.
Sales & getting paid
- Adding and managing customersCustomer details, balances and the history of everything you've sold them.
- Products and servicesSet up what you sell: services, non-inventory items and inventory you track.
- Creating and sending invoicesBill a customer, email the invoice with a payment link, and track its status.
- Recording customer paymentsRecord a check, cash or transfer against one or more invoices, and where the money goes.
- Making a bank depositMove payments from Undeposited Funds into your bank account as one deposit.
- Estimates and turning them into invoicesSend a quote, then convert it to an invoice when the customer says yes.
- Sales receipts (paid on the spot)Record a sale that was paid at the time — no invoice needed.
- Credit memos, refunds and delayed chargesGive a customer credit, refund their money, or record a charge to invoice later.
- Automatic invoice reminders and late feesEmail customers before and after the due date, and add late fees to overdue invoices.
- Online payments with StripeLet customers pay invoices by card or bank transfer from the email.
- Customer statementsSend a customer a summary of their invoices, payments and balance.
Expenses & bills
- VendorsThe people and companies you pay, and what you owe them.
- Entering and paying billsRecord what you owe now and pay it later (accounts payable).
- Expenses and checksRecord spending that's already paid — by card, debit, cash or check — and print checks.
- Purchase orders and vendor creditsOrder from a vendor, turn the order into a bill, and record credits a vendor gives you.
- Credit card charges, credits and paymentsKeep a company credit card's balance right in your books.
Banking
- Reviewing bank transactions (bank feed)Add, match or exclude each transaction that came from your bank.
- Linking a bank or uploading a bank fileGet transactions into the bank feed automatically or from a downloaded file.
- Bank rulesCategorize recurring bank transactions automatically.
- Transferring money between accountsRecord moving money between your own bank, savings or card accounts.
Reconciliation
Accounting
- The chart of accountsThe list of accounts every transaction is recorded in, and how to change it.
- Journal entriesRecord adjustments, opening balances and anything without its own form.
- Closing the booksLock a period after you've filed taxes or finished a month so it can't change unnoticed.
- Recurring transactionsCreate invoices, bills and expenses on a schedule automatically.
- Tracking inventoryQuantity on hand, first-in first-out cost, and cost of goods sold.
- Budgets, projects and time trackingPlan income and spending, track profit per job, and bill for hours.
- Documents and the audit logWhere attachments live, and the record of who changed what.
Reports
People
Sales tax
Settings, team & security
- Company settingsYour company details, payment terms, appearance and other settings.
- Adding your logo to invoicesPut your logo on invoices, estimates, receipts and their PDFs and emails.
- Inviting your team and user rolesGive your bookkeeper, accountant or staff their own sign-in with the right access.
- Working with more than one companySwitch between companies or add a new one under the same sign-in.
- Two-factor sign-in and your passwordProtect your account with an authenticator app code at sign-in.
- Your MitoBooks subscriptionSubscribe, update your card, see invoices or cancel.
- Exporting your dataDownload your lists, transactions and reports — your data is always yours.