Help Center

Welcome to the CashSheet Help Center

Whether you are just getting started or looking for answers to a specific question, you are in the right place. Below you will find guides organized by topic to help you get the most out of CashSheet.

Getting started

New to CashSheet? Here is how to get up and running:

Create your account — Sign up with your email, verify via OTP, and choose a subscription plan
Set up your organization — Enter your business details and pick a subdomain
Create your first entity — An entity represents a business or division you want to track finances for
Explore your chart of accounts — CashSheet sets up a standard chart of accounts automatically. Customize it to match your business.
Start recording transactions — Create invoices, log expenses, and reconcile your bank accounts

Accounting basics

Account and billing

Changing your plan: You can upgrade or downgrade your subscription at any time from your account settings. Changes take effect at the start of your next billing cycle.

Updating payment method: Go to Account Settings → Billing to update your credit card or payment details. All payments are processed securely through Stripe.

Cancelling your subscription: You can cancel from your account settings. You will retain access to paid features until the end of your current billing period. Your data remains available for export.

Invoices and receipts: Billing receipts are sent to your account email after each payment. You can also download them from your billing settings.

Data and security

Exporting your data: You can export transactions, invoices, and financial reports in CSV format from the Reports section of your dashboard.

Bank reconciliation: Import OFX or QFX files from your bank and match transactions against your ledger. CashSheet will suggest matches automatically.

Two-factor authentication: Enable 2FA from your account security settings for an extra layer of protection.

Still need help?

If you cannot find what you are looking for, our support team is here to help.

[email protected]

Professional and Premium plan users receive priority support with faster response times. See how support works for details.

Frequently Asked Questions

What is CashSheet?

CashSheet is a professional accounting platform built for modern businesses. It provides double-entry bookkeeping, invoicing, bills, financial reports, subscription management, POS, and inventory — all in one place, designed to scale with your business.

Is CashSheet really free to get started?

Yes. You can sign up and start using CashSheet with no credit card required. Our Starter plan gives you access to core accounting features right away. You can upgrade to a paid plan at any time as your business grows.

Which accounting standards does CashSheet support?

CashSheet is built on a full double-entry accounting engine. It supports standard chart of accounts, journal entries, ledgers, balance sheets, income statements, and cash flow statements — compatible with GAAP and IFRS reporting principles.

Do you provide customer support?

Yes. All plans include access to our help centre and documentation. Professional and Premium plans include priority email support. Our team is available to help you get set up, troubleshoot issues, and make the most of the platform.

Can I import data from QuickBooks or other software?

Yes. CashSheet supports OFX and QFX file imports for bank reconciliation, and includes a QuickBooks Online integration for syncing customers, vendors, invoices, and bills. You can also import data via CSV for most entities.

Is it easy to cancel after I subscribe?

Absolutely. You can cancel your subscription at any time from your account settings. There are no long-term contracts or cancellation fees. Your data remains accessible until the end of your billing period.