Documentation

The help pages that ship inside LineLedger, readable before you install it. New here? The tutorials walk you from signup to your first posted transactions.

Start here

Getting started

A quick tour of the app and where to find things.

Create an organization

Set up a new organization with the setup wizard — for any entity type.

Languages

Work in English or French, and send each customer documents in their own language.

United Kingdom & VAT

Keep a UK or Isle of Man organization’s books in pounds, charge VAT, and work out the nine boxes of your VAT return.

Dashboard

Your at-a-glance view of the business.

Insights

Read a short daily note about your books, check your fiscal-year-to-date financial health, and choose how that note is written.

Banking

Banking

Watch your bank register, import and reconcile statements, transfer money, write and print cheques, and group deposits.

Fundraising

Fundraising

Record donations and grants, and issue official donation receipts.

Sales

Customers

Add the people you bill, send invoices and statements, issue credit memos, and record payments.

Members

Track your membership roster, dues, renewals, and dues revenue.

Estimates

Send customers a price quote before any work is billed.

Sales orders

Track a confirmed order, then bill it by generating invoices over time.

Recurring

Set up a schedule once and let the app generate — and optionally post and email — your repeating invoices and bills.

Sales receipts

Record a paid-on-the-spot sale — revenue, tax, and the money all booked in one step.

Customer portal

A self-serve page where your customers view their statement, open invoices, and pay you online.

Purchases

Vendors

Add suppliers, enter and pay bills, log pay-now expenses, and record vendor credits.

Purchase orders

Track what you have ordered from a vendor and receive it onto bills.

Inventory

Inventory

Track quantity on hand and value for the products you stock, and keep them right with adjustments.

Employees

Employees

Track the people on your team for reimbursements, payroll, time off, the self-service portal, and sales-rep attribution.

Payroll

Payroll

Pay Canadian employees, track time and time off, calculate CPP/EI and income tax, write cheques and pay statements, and prepare your remittances and year-end slips.

Accounting

Accounting

The chart of accounts, manual journal entries, and the controls that keep your closed books closed.

Opening balances

Bring a whole set of books across as of one date — a draft trial balance, what customers owed you, what you owed vendors, and the cheques and deposits that had not cleared.

Fixed assets

Keep a register of the equipment, vehicles, and property your business owns, and let LineLedger depreciate it for you.

Multi-currency

Invoice and pay customers and vendors in foreign currencies while your books stay in one.

Reports

Reports

Run financial statements, aging, sales tax, and analysis — all read live from your posted books.

Budgets

Set monthly targets for income and expense accounts, then track how you are doing against them.

Tax returns

Record tax filings and the payments you make against them.

Documents

Documents

Store organization-wide files in folders and find every attachment across your books in one place.

Inbox

Capture receipts and bills as they arrive — by drag-and-drop or by email — then turn each one into a draft bill, expense, or reimbursement, or match it to a bank transaction.

Settings & administration

Lists

Items, tax codes, payment terms, payment methods, other names, classes, locations, funds, membership levels, asset categories, and form styles — the building blocks the rest of the app reuses.

Settings

Your profile, security, organizations, team, features, branding, and more.

Import from QuickBooks

Bring an existing QuickBooks company in as a step-by-step wizard.

API

Programmatic access to your organization over REST, and MCP connections for AI assistants.

Self-hosting & upgrades

Know where your data lives, back it up, move to a new release safely, and get back to a known-good copy if you ever need to.

Site administration

Run the platform: manage every user and organization, answer support tickets, watch the security log, and flip the site-wide switches.

Ready to see it with your own books?

Get LineLedger Follow the tutorials →