Accounting setup guides
Read the getting-started documentation for setting up accounting records.
How can we help you?
Find accounting guides, document extraction help and free tools. For questions about accounting access, onboarding or your Hub account, send an enquiry to our team.
Guides and tools
Resources available: 10.
Accounting video tutorials
Browse walkthroughs of accounting tasks and features.
Bank statement CSV import help
Check dates, debit and credit columns, and formatting before importing a bank statement CSV.
Prepare bank statements for Xero
Review and prepare extracted transaction rows for a Xero bank statement import.
Prepare bank statements for Sage
Check your CSV against the import requirements of your Sage product.
Free invoice generator
Create an invoice using your business details and line items.
Monthly bookkeeping checklist
Keep track of monthly bookkeeping and reporting tasks.
Tax calendar and filing dates
Find South African tax deadlines and links to SARS guidance.
Plans and page credits
Compare accounting plans and the separate document extraction allowances.
Frequently asked questions
Read answers about Accounter, accounting access and the free Hub account.
Need more help?
Tell us which product you use and what you are trying to do.
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