help/
175 pages · Updated July 18, 2026
Pages
- Managing Dropshipping (InventoryIQ) | Finaloop Help Center
- April 2026 Release Notes | Finaloop Help Center
- How Finaloop Calculates and Reports Ad Spend | Finaloop Help Center
- index.html
- Connect banks & credit cards | Finaloop Help Center
- Year-End Tax Guide: Adjusting Accrual Books to Cash Basis | Finaloop Help Center
- Finaloop Help Center
- Federal income tax | Finaloop Help Center
- Transaction FAQs | Finaloop Help Center
- What happens if my subscription invoice isn't paid? | Finaloop Help Center
- Accounting policies and important notes for 2024 books for Finaloop tax customers | Finaloop Help Center
- 9477590-how-to-create-a-bill
- Citibank - How to upload your CSV & bank statements | Finaloop Help Center
- January 2026 Release Notes | Finaloop Help Center
- Reporting inventory restocks | Finaloop Help Center
- March 2026 Release Notes | Finaloop Help Center
- Why Your Returns Look Different on the Dashboard vs. the P&L | Finaloop Help Center
- Managing Dropshipping (Sales-Based COGS) | Finaloop Help Center
- How to provide Finaloop a role in your payment gateways | Finaloop Help Center
- Updating inventory based on physical counts | Finaloop Help Center
- Why Your Sales Numbers Look Different on the Dashboard vs. the P&L | Finaloop Help Center
- Discover bank - How to upload your CSV & bank statements | Finaloop Help Center
- U.S. tax requirements for a foreign-owned single-member LLC | Finaloop Help Center
- How to determine if you file taxes on a cash basis or accrual basis | Finaloop Help Center
- Banks and Credit Cards Reconciliation at Finaloop | Finaloop Help Center
- February 2026 Release Notes | Finaloop Help Center
- Why Shopify bills are categorized as "software & subscription" | Finaloop Help Center
- How to track mileage | Finaloop Help Center
- TikTok Shop Role | Finaloop Help Center
- Dashboards | Finaloop Help Center
- Sales tax | Finaloop Help Center
- Invoices/ receivables | Finaloop Help Center
- Connect sales channels | Finaloop Help Center
- 9477846-onboarding-with-finaloop-part-1
- Inventory IQ: Everything you need to know | Finaloop Help Center
- How to connect Amazon Lending to your books | Finaloop Help Center
- Are you using Intuit Payroll? Here's how to pull the payroll data for your books | Finaloop Help Center
- Stripe Capital - What info do I need? | Finaloop Help Center
- PayPal Credit - What info do I need? | Finaloop Help Center
- PayPal Business Loans - What info do I need? | Finaloop Help Center
- QuickBooks Payroll 2023- How to export a payroll details report | Finaloop Help Center
- Getting Paid with Finaloop's Online Invoice Payments | Finaloop Help Center
- Marcus by Goldman - What info do I need? | Finaloop Help Center
- Managing Loans in Finaloop: Detection, Categorization & Reporting | Finaloop Help Center
- PayPal Working Capital - What info do I need? | Finaloop Help Center
- Wayflyer - What info do I need? | Finaloop Help Center
- February 2025 Release Notes | Finaloop Help Center
- How to sync TikTok Shop sales with Finaloop | Finaloop Help Center
- Brex - Uploading your transactions or bank statements (CSV or PDF) to Finaloop | Finaloop Help Center
- How to connect Ampla to your books | Finaloop Help Center
- Finaloop's Shopify Integration Deep-Dive | Finaloop Help Center
- Syncing Faire Sales with Finaloop | Finaloop Help Center
- April 2025 Release Notes | Finaloop Help Center
- How Finaloop’s Amazon Integration Works | Finaloop Help Center
- Shopify Balance - How to upload your CSV & bank statements | Finaloop Help Center
- Payability - What info do I need? | Finaloop Help Center
- QuickBooks Payroll - How to export a payroll details report | Finaloop Help Center
- How do I know if I have Intangible Assets? | Finaloop Help Center
- Shopify Credit - How to upload your CSV & bank statements | Finaloop Help Center
- InventoryIQ Troubleshooting | Finaloop Help Center
- Bills/ payables | Finaloop Help Center
- March 2025 Release Notes | Finaloop Help Center
- How do I know if I have Fixed Assets? | Finaloop Help Center
- Shopify Capital - What info do I need? | Finaloop Help Center
- Relay Financial - How to upload your transactions or bank statements (CSV or PDF) to Finaloop | Finaloop Help Center
- June 2025 Release Notes | Finaloop Help Center
- Connect loans | Finaloop Help Center
- Parker - Uploading your transactions or bank statements (CSV or PDF) to Finaloop | Finaloop Help Center
- Connecting your 3PL and WMS | Finaloop Help Center
- American Express- How to upload your CSV & bank statements | Finaloop Help Center
- Fixing Negative Vendor Balances | Finaloop Help Center
- Why do I have units with missing costs? | Finaloop Help Center
- Wholesale, Retail, and Other B2B Sales | Finaloop Help Center
- Connecting bill management apps | Finaloop Help Center
- Profitability Dashboards | Finaloop Help Center
- Chase- How to upload your CSV & bank statements | Finaloop Help Center
- Step-by-step guide to setting up InventoryIQ | Finaloop Help Center
- Shopify Gift Cards in Finaloop | Finaloop Help Center
- CapitalOne - How to upload your CSV & bank statements | Finaloop Help Center
- Bank of America- How to upload your CSV & bank statements | Finaloop Help Center
- Import Purchase Orders from CSV | Finaloop Help Center
- Highbeam - How to upload your CSV & bank statements | Finaloop Help Center
- Year End Salary Categorization Review | Finaloop Help Center
- SKU Analysis Dashboard | Finaloop Help Center
- Sales Reconciliations in Finaloop | Finaloop Help Center
- Purchase based COGS: Everything you need to know | Finaloop Help Center
- Connecting Payroll apps - Gusto | Finaloop Help Center
- September 2025 Release Notes | Finaloop Help Center
- Where are my Shopify numbers coming from? | Finaloop Help Center
- October 2025 Release Notes | Finaloop Help Center
- August 2025 Release Notes | Finaloop Help Center
- Year-End Sales Tax Review | Finaloop Help Center
- November 2025 Release Notes | Finaloop Help Center
- Understanding my sales | Finaloop Help Center
- Understanding Sales from Payment Processors | Finaloop Help Center
- 2025 Year in Review + December Updates | Finaloop Help Center
- Mercury Checking - Downloading a CSV File for your Account Easily | Finaloop Help Center
- 2025 Release Notes | Finaloop Help Center
- Does Finaloop cover sales tax? | Finaloop Help Center
- Connect Wise to Finaloop | Finaloop Help Center
- InventoryIQ: Adding adjustments based on a physical count | Finaloop Help Center
- How to connect QuickBooks Payroll to your books | Finaloop Help Center
- How to connect Settle to your books | Finaloop Help Center
- How to connect Parker to your books | Finaloop Help Center
- Merging multiple products | Finaloop Help Center
- Accounting policies and important notes for Finaloop tax customers | Finaloop Help Center
- Connect bill management apps | Finaloop Help Center
- Connect payroll | Finaloop Help Center
- Recording Journal Entries in Finaloop | Finaloop Help Center
- May 2026 Release Notes | Finaloop Help Center
- Accrued and prepaid expenses | Finaloop Help Center
- Changing from Cash to Accrual Accounting | Finaloop Help Center
- Unmatched payouts and transfers | Finaloop Help Center
- Reporting transactions | Finaloop Help Center
- Year-end clarification for 3rd party tax preparers as to opening balance reconstruction at Finaloop | Finaloop Help Center
- June 2026 Release Notes | Finaloop Help Center
- Reporting purchases as incidentals | Finaloop Help Center
- Finaloop's subscription plans & pricing | Finaloop Help Center
- Adding a member to your Finaloop account | Finaloop Help Center
- What is your cancellation & refund policy? | Finaloop Help Center
- Can I sync my data to another accounting software? | Finaloop Help Center
- Support you have access to in Finaloop | Finaloop Help Center
- Purchase-Based COGS | Finaloop Help Center
- Subscription & billing FAQs | Finaloop Help Center
- Choosing the correct transaction category | Finaloop Help Center
- Year-End Reporting | Finaloop Help Center
- 12807975-managing-dropshipping
- What's included in my free trial? | Finaloop Help Center
- 6740938-understanding-your-chart-of-accounts
- Navigate the Interface | Finaloop Help Center
- Onboarding Part 1 - Get connected | Finaloop Help Center
- Onboarding Part 2 - What to expect in your first month | Finaloop Help Center
- Tracking and Managing Shopify Orders, Refunds, and Cancellations | Finaloop Help Center
- Amazon Deferred Transactions New Policy - Update & Implications | Finaloop Help Center
- Filing 1099s with Finaloop | Finaloop Help Center
- Managing recipes & assemblies | Finaloop Help Center
- Premium Bookkeeping Service Guide | Finaloop Help Center
- Managing your POs in Finaloop | Finaloop Help Center
- Does Finaloop use accrual or cash basis accounting? | Finaloop Help Center
- Wise - Uploading your transactions & bank statements (CSV or PDF) to Finaloop | Finaloop Help Center
- Finaloop vs. Quickbooks or Xero | Finaloop Help Center
- July 2025 Release Notes | Finaloop Help Center
- Your Monthly Finaloop Cheat Sheet | Finaloop Help Center
- May 2025 Release Notes | Finaloop Help Center
- Understanding my missions | Finaloop Help Center
- Managing your bills (payables) | Finaloop Help Center
- Tracking Inventory in Finaloop | Finaloop Help Center
- Dashboard Peer Benchmark FAQ | Finaloop Help Center
- Finding the closing date and closing balance of your credit card billing cycle | Finaloop Help Center
- InventoryIQ | Finaloop Help Center
- Where are my Etsy numbers coming from? | Finaloop Help Center
- My balance sheet | Finaloop Help Center
- Connect payment processors | Finaloop Help Center
- Connect Banks, Credit Cards & Loans | Finaloop Help Center
- Sales-Based COGS | Finaloop Help Center
- Financial Reports | Finaloop Help Center
- What's New? Finaloop Release Notes | Finaloop Help Center
- App Integrations | Finaloop Help Center
- Inventory & COGS | Finaloop Help Center
- Tax Prep & Reporting | Finaloop Help Center
- Transactions | Finaloop Help Center
- Year-End & Tax Guides | Finaloop Help Center
- Managing B2B and wholesale invoices | Finaloop Help Center
- Treatment of Inventory & COGS Categories | Finaloop Help Center
- Managing Your Account | Finaloop Help Center
- Categorizing & reviewing transactions | Finaloop Help Center
- Tax FAQs | Finaloop Help Center
- Sales based COGS: Everything you need to know | Finaloop Help Center
- Getting started FAQs | Finaloop Help Center
- How to choose your COGS tracking method in Finaloop | Finaloop Help Center
- Getting Started | Finaloop Help Center
- How to calculate your landed cost per unit | Finaloop Help Center
- What does Finaloop's tax services include? | Finaloop Help Center
- Home | Finaloop Help Center
- How does Finaloop work? | Finaloop Help Center