Follow complete LedgerHQ workflows at your own pace, from setup to day-to-day bookkeeping.
Three minutes on the whole product: multi-company books, bank feeds, Tally coding and reconciliations, phone tap-to-talk, and REST/MCP agent access. Music: “Deliberate Thought” by Kevin MacLeod (incompetech.com), CC BY 4.0.
Module
The full LedgerHQ bookkeeping path in eight lessons: tour the product, set up a company, bring books over, code the day, work the queue, reconcile, put Tally to work, and close the month.
A full tour of LedgerHQ: the firm workspace, company books, bank activity, Tally, reports, and the path from setup to month-end delivery.
Create a company, complete its profile, choose a starting path, and get the books ready for bank activity and day-to-day coding.
Export the journal and chart from QuickBooks, import the company through Tally, review the non-posting preview, and prove the result in the books.
Work the bank feed for the day: review Ready rows, post clean coding, handle warnings, and keep the company current.
Use the firm work queue to see what needs a person, jump into the right company, and clear the items Tally cannot finish alone.
Attach statements, run reconciliations, clear the difference, and leave the month’s bank and card accounts proven.
Hand Tally the bookkeeping work: coding, follow-up, files, and the firm workflows she can run without another system around her.
Finish month-end work, package the financials, and deliver clean books to the company owner.
Shorter task videos for setup, coding, reconciliation, imports, and working with Tally.
Create a company, add its owner, choose a starting path, complete its profile, and verify the chart of accounts.
Connect an account through Plaid, select the account to import, create its LedgerHQ register, and verify the completed mapping.
Review a Ready bank row, read the full description, choose the account, save a useful memo, post it, and prove the balanced journal in the register.
Start from the firm queue, post one company transaction, verify the register and posted activity, then confirm what remains across the firm.
Follow imported bank activity through Pending, Ready, rule posting, Undo, Excluded, manual posting, journal proof, the register, and firm-wide activity.
Work a full month-end reconciliation by hand — clear what the bank processed, leave an outstanding check alone, investigate the difference and post the missing bank fee — then watch Tally do the same reconciliation for you.
Export two files from QuickBooks Online — the Journal report and the chart of accounts — then import a company's whole history through Tally, read the preview before anything posts, and prove the result in the chart, the register, and the trial balance.
Take a new client with six months of history and no books: attach a checking export and a credit card export, let Tally identify the accounts and code the history, answer the handful of vendors she is unsure of, read the financial preview before anything posts, then prove the imported books in the chart of accounts, the register, and the balance sheet.
June's gross margin fell from 62% to 45%. Ask Tally why in plain English, watch her trace it to a single journal entry, and confirm that entry in the general ledger rather than taking the chat's word for it.
See LedgerHQ’s AI bookkeeper work inside the same firm and company workflows your team uses.
Tally keeps your firm’s documents and talks to your clients: she files what you send her, finds a file by what is written inside it, shows you every client email before it goes, and texts an owner a secure link when a bank feed drops.