Modules

One page per part of Solid Accounting: what it does, the accounting behind it, and the screens and menus you use. Where a feature needs a particular tier, the page says so.

Ledger and daily work

PageWhat it covers
General LedgerDouble-entry books, the chart of accounts, journal entries
Accounts ReceivableInvoices, payments, statements, A/R aging
Accounts PayableBills, bill payments, purchase orders, 1099s
BankingBank feeds, checks, deposits, transfers, reconciliation
EstimatesQuotes that turn into invoices
Recurring TransactionsTemplates that repeat on a schedule
Sales TaxTax codes, tax groups, the Sales Tax report
PayrollRecording payroll by hand or from your payroll provider's export

Lists and assets

PageWhat it covers
Customers and VendorsContacts, terms, 1099 details
Items & ServicesWhat you sell and buy
InventoryStock on hand, costing, adjustments
Fixed AssetsAsset register and depreciation
LoansAmortization with principal and interest split
Classes, Locations & ProjectsTagging transactions by department, site or job
AttachmentsDocuments stored with transactions

Reports, budgets and closing

PageWhat it covers
ReportsFinancial statements, drilldown, exports
Tax-ready booksTax line mapping, the Tax Trial Balance, exports for tax software
BudgetsTargets by account and month, Budget vs Actual
Month-end closeThe monthly checklist
Fiscal Years & Close YearFiscal periods, locking, closing the year
Audit TrailEvery change, who made it, and when

Working with others

PageWhat it covers
Multi-UserUsers, roles, seats, sharing on your network
Multi-CompanyOne company file per entity
Client Management & ConsolidationA practice list of client files; combining companies
Accountant's CopyAccountant's Copy, Year-End Package, Accountant's Workbook
Review Queue & Review NotesChecking transactions before they're final

Backup and AI

PageWhat it covers
Cloud BackupBackup & Restore: automatic encrypted backups, recovery phrase, restore
AI assistantsYour own AI assistant (Claude, ChatGPT, Gemini); on-device AI coming soon
Updated October 31, 2026
Report a problem with this page
Was this helpful?

We use this to prioritize which docs to improve. No tracking, no email follow-up.