Link Your Bank Account
The best way to track your transactions and reconcile your account is to link your bank account. After that, Sunrise does a lot of the heavy lifting so you have more time to focus on your business. Our integration with Finicity allows you to ...
A Beginner's Guide to Bank Reconciliation
A Beginner's Guide to Bank Reconciliation Bank Reconciliation Bank reconciliation is the process to ensure that your accounting software and your bank account match (equal) on a specific transaction period (usually a month or a year). The goal of ...
How to Complete Your Schedule A
Application Breakdown There are four parts to the regular PPP loan forgiveness application. For this article we will be covering the Schedule A Worksheet and Schedule A: Schedule A Worksheet Schedule A Loan Forgiveness Calculation Form Borrower ...
Converting Your Books from Another Accounting Platform
Converting Your Books from Another Accounting Platform First, if you are transitioning from another accounting platform like Wave, Quickbooks, or Zoho to Sunrise, we are glad to have you on board! Secondly, this can seem like a daunting task. Our ...
How can I customize my Invoice Templates?
Learn how to make changes to the language or look of templates. This process can also be used to make brand-specific templates. Whether you simply want to make a change to your current template or create an entirely new template, follow the steps ...