Bookkeeping
Learn how bookkeeping workflows, monthly close, account connections, documents, reports, and bookkeeping requests work.
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Getting started with Institution bookkeeping
How to begin Institution bookkeeping with Institution.
1 min read · Updated 2026-07-28
Understanding the monthly bookkeeping process
What monthly bookkeeping process means in Institution and how it affects your account.
1 min read · Updated 2026-07-28
What Institution needs to begin bookkeeping
A clear answer in plain language, plus what to do next.
1 min read · Updated 2026-07-28
How to provide bank and credit card statements
Step by step guidance for providing bank and credit card statements in your bookkeeping workspace.
1 min read · Updated 2026-07-28
All bookkeeping articles
Getting started with Institution bookkeeping
How to begin Institution bookkeeping with Institution.
1 min read · Updated 2026-07-28
Understanding the monthly bookkeeping process
What monthly bookkeeping process means in Institution and how it affects your account.
1 min read · Updated 2026-07-28
What Institution needs to begin bookkeeping
A clear answer in plain language, plus what to do next.
1 min read · Updated 2026-07-28
How to provide bank and credit card statements
Step by step guidance for providing bank and credit card statements in your bookkeeping workspace.
1 min read · Updated 2026-07-28
How to upload bookkeeping documents
Step by step guidance for uploading bookkeeping documents in your bookkeeping workspace.
1 min read · Updated 2026-07-28
How to respond to transaction questions
Step by step guidance for responding to transaction questions in your bookkeeping workspace.
1 min read · Updated 2026-07-28
Understanding uncategorized transactions
What uncategorized transactions means in Institution and how it affects your account.
1 min read · Updated 2026-07-28
How to explain a business transaction
Step by step guidance for explaining a business transaction in your bookkeeping workspace.
1 min read · Updated 2026-07-28
How to identify personal transactions
Step by step guidance for identifying personal transactions in your bookkeeping workspace.
1 min read · Updated 2026-07-28
How to provide missing receipts
Step by step guidance for providing missing receipts in your bookkeeping workspace.
1 min read · Updated 2026-07-28
Understanding the monthly close
What monthly close means in Institution and how it affects your account.
1 min read · Updated 2026-07-28
When monthly reports become available
What this means in Institution and how it affects your account.
1 min read · Updated 2026-07-28
How to review your financial reports
Step by step guidance for reviewing your financial reports in your bookkeeping workspace.
1 min read · Updated 2026-07-28
Understanding the profit and loss statement
What profit and loss statement means in Institution and how it affects your account.
1 min read · Updated 2026-07-28
Understanding the balance sheet
What balance sheet means in Institution and how it affects your account.
1 min read · Updated 2026-07-28
Understanding cash flow reports
What cash flow reports means in Institution and how it affects your account.
1 min read · Updated 2026-07-28
What to do if a report appears incorrect
What to do next, and who to contact if you need help.
1 min read · Updated 2026-07-28
How to request a bookkeeping adjustment
Step by step guidance for requesting a bookkeeping adjustment in your bookkeeping workspace.
1 min read · Updated 2026-07-28
How to add a new financial account
Step by step guidance for adding a new financial account in your bookkeeping workspace.
1 min read · Updated 2026-07-28
How to report a closed financial account
Step by step guidance for reporting a closed financial account in your bookkeeping workspace.
1 min read · Updated 2026-07-28
How to handle owner contributions
Step by step guidance for handling owner contributions in your bookkeeping workspace.
1 min read · Updated 2026-07-28
How to handle owner distributions
Step by step guidance for handling owner distributions in your bookkeeping workspace.
1 min read · Updated 2026-07-28
How to report a business loan
Step by step guidance for reporting a business loan in your bookkeeping workspace.
1 min read · Updated 2026-07-28
How to report a refund or chargeback
Step by step guidance for reporting a refund or chargeback in your bookkeeping workspace.
1 min read · Updated 2026-07-28
How to report a large or unusual transaction
Step by step guidance for reporting a large or unusual transaction in your bookkeeping workspace.
1 min read · Updated 2026-07-28
How bookkeeping catch-up work is handled
How this works in Institution, and what it means for your account.
1 min read · Updated 2026-07-28
How historical bookkeeping works
How this works in Institution, and what it means for your account.
1 min read · Updated 2026-07-28
How to prepare for year-end bookkeeping
Step by step guidance for preparing for year-end bookkeeping in your bookkeeping workspace.
1 min read · Updated 2026-07-28
How bookkeeping and tax preparation work together
How this works in Institution, and what it means for your account.
1 min read · Updated 2026-07-28
How to contact the bookkeeping team
Step by step guidance for contacting the bookkeeping team in your bookkeeping workspace.
1 min read · Updated 2026-07-28
Still need help?
Contact the Institution team for help with new business, general questions, or account access. Existing clients can also raise account specific questions with their engagement contact.