See Puzzle in action. Built for accuracy.
Short, on-demand walkthroughs of Puzzle’s key features.
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GETTING STARTED
How to Migrate from QuickBooks to Puzzle (Historical Books)
Move your accounting history from QuickBooks or another system: ledger start date, chart of accounts and historical journal entries
For Accountants
For Business Owners
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GENERAL LEDGER
How to Record Payroll Manually in Puzzle
Add payroll by hand when your provider doesn't sync, and see exactly how it posts to your books
For Accountants
For Business Owners
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CATEGORIZATION
How Transaction Categories and Rules Work in Puzzle
Puzzle suggests a category for every transaction from your rules and history; review, confirm and manage the rules behind them
For Accountants
For Business Owners
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CATEGORIZATION
How to Create a Transaction Categorization Rule in Puzzle
Create a rule so the same vendor always lands in the right category
For Accountants
For Business Owners
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INVOICING
AI for Accounts Receivable: AR Aging and Matching Payments to Invoices | Puzzle
Check AR aging and let Puzzle Chat propose matches between unpaid invoices and customer payments
For Accountants
For Business Owners
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TAXES
How to Track 1099 Vendors and Download Your Year-End Tax Package | Puzzle
See which vendors need a 1099, export the 1099 template and download your year-end tax package
For Accountants
For Business Owners
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TRANSACTIONS
How to Split a Transaction Across Departments (Class Tracking) | Puzzle
Split one charge into lines, then tag each line with a class such as department
For Accountants
For Business Owners
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REPORTS
How to Export a P&L or Balance Sheet for Any Date Range | Puzzle
Export a P&L or Balance Sheet for a custom date range as CSV, PDF or Excel
For Accountants
For Business Owners
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TRANSACTIONS
Import a Bank Statement with Puzzle Chat
Upload a PDF or CSV statement to Puzzle Chat, check that balances tie out, and confirm the import
For Accountants
For Business Owners
All
See how Puzzle works and book your personalized demo
Join the 10,000+ companies using Puzzle to keep books accurate, up-to-date, and fast to close.
