OVERVIEW: BOOKS TRAINING

If you have an accounting integration with Craftable, please review our Books training video (click the image below!) for an overview of how to set up your Books platform.

Books Setup Checklist:

1. Enter Payee Codes on the Vendors Page
2. Enter Chart of Accounts
3. Enter GL Account Mappings

Once this setup is complete, you can begin syncing GL-coded bills from Craftable to your accounting software!