Bookkeeping
Learn how bookkeeping workflows, monthly close, account connections, documents, reports, and bookkeeping requests work.
Start here
Getting started with Institution bookkeeping
How to begin Institution bookkeeping with Institution.
Updated 2026-07-28
Understanding the monthly bookkeeping process
What monthly bookkeeping process means in Institution and how it affects your account.
Updated 2026-07-28
What Institution needs to begin bookkeeping
A clear answer in plain language, plus what to do next.
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.
Updated 2026-07-28
All bookkeeping articles
Getting started with Institution bookkeeping
How to begin Institution bookkeeping with Institution.
Updated 2026-07-28
Understanding the monthly bookkeeping process
What monthly bookkeeping process means in Institution and how it affects your account.
Updated 2026-07-28
What Institution needs to begin bookkeeping
A clear answer in plain language, plus what to do next.
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.
Updated 2026-07-28
How to upload bookkeeping documents
Step by step guidance for uploading bookkeeping documents in your bookkeeping workspace.
Updated 2026-07-28
How to respond to transaction questions
Step by step guidance for responding to transaction questions in your bookkeeping workspace.
Updated 2026-07-28
Understanding uncategorized transactions
What uncategorized transactions means in Institution and how it affects your account.
Updated 2026-07-28
How to explain a business transaction
Step by step guidance for explaining a business transaction in your bookkeeping workspace.
Updated 2026-07-28
How to identify personal transactions
Step by step guidance for identifying personal transactions in your bookkeeping workspace.
Updated 2026-07-28
How to provide missing receipts
Step by step guidance for providing missing receipts in your bookkeeping workspace.
Updated 2026-07-28
Understanding the monthly close
What monthly close means in Institution and how it affects your account.
Updated 2026-07-28
When monthly reports become available
What this means in Institution and how it affects your account.
Updated 2026-07-28
How to review your financial reports
Step by step guidance for reviewing your financial reports in your bookkeeping workspace.
Updated 2026-07-28
Understanding the profit and loss statement
What profit and loss statement means in Institution and how it affects your account.
Updated 2026-07-28
Understanding the balance sheet
What balance sheet means in Institution and how it affects your account.
Updated 2026-07-28
Understanding cash flow reports
What cash flow reports means in Institution and how it affects your account.
Updated 2026-07-28
What to do if a report appears incorrect
What to do next, and who to contact if you need help.
Updated 2026-07-28
How to request a bookkeeping adjustment
Step by step guidance for requesting a bookkeeping adjustment in your bookkeeping workspace.
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.
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.
Updated 2026-07-28
How to handle owner contributions
Step by step guidance for handling owner contributions in your bookkeeping workspace.
Updated 2026-07-28
How to handle owner distributions
Step by step guidance for handling owner distributions in your bookkeeping workspace.
Updated 2026-07-28
How to report a business loan
Step by step guidance for reporting a business loan in your bookkeeping workspace.
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.
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.
Updated 2026-07-28
How bookkeeping catch-up work is handled
How this works in Institution, and what it means for your account.
Updated 2026-07-28
How historical bookkeeping works
How this works in Institution, and what it means for your account.
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.
Updated 2026-07-28
How bookkeeping and tax preparation work together
How this works in Institution, and what it means for your account.
Updated 2026-07-28
How to contact the bookkeeping team
Step by step guidance for contacting the bookkeeping team in your bookkeeping workspace.
Updated 2026-07-28
Still need a hand?
Contact the Institution team for help with account access, services, documents, billing, or a question that is specific to your company.