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ZeraBooks Help Center—How can we help?

For the complete documentation index, see llms.txt. This page is also available as Markdown.

Find the right guides for the product you use and get the most out of ZeraBooks.

General Ledger

I keep books in ZeraBooks, for my own business or for my clients.

Convert

I turn statements and other financial documents into clean CSV or Excel files.


Still stuck? A real person reads every message—come say hello.


✨ Want to work even faster? Unlock more speed with these ZeraBooks shortcuts.
  • Search anything with ⌘K: press ⌘ K (Ctrl K on Windows) anywhere in ZeraBooks to jump to a page, a vendor or customer, or another company.

  • Jump with G-keys: press G then a letter within a second: D Home, P Autopilot, F Financials, B Banks & Cards, L Ledger, R Reconciliations, V Bills, I Invoices, C All Clients, S Settings and H Help Center.

  • See every shortcut: press ? in ZeraBooks for the shortcut sheet.

  • Search this Help Center: press ⌘ K here, or ⌘ I to ask Zera a question.

  • Full list: see Navigation & Shortcuts.