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

Getting Started

Sign up, set up your first company and bring your existing books over.

Start here

Start here:

Welcome to ZeraBooks General Ledger

How ZeraBooks keeps your books. You upload bank and card statements, AI does the bookkeeping, and every month is proven against the bank before you report on it.

Start here:

Start your free trial

Create your ZeraBooks account, pick monthly or annual billing, and start a 7-day free trial. Here is what it costs and when your card is charged.

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Product Guides

Eight short clips, starting with Ask Zera doing a whole month from one message, then each part of ZeraBooks in the order a bookkeeper works through a month. Each runs about 30 seconds with captions and no sound.

Set up your company

Set up your company:

Set up your first company

Name the business, then let Zera set it up from your statements, or go step by step. Every setup screen, from the business name to the first look at your books.

Set up your company:

Choose a starting point

Start fresh, books are up to date, or books need catching up. Which one fits your business, and how to pick the first day ZeraBooks keeps the books.

Set up your company:

Currency and region

Each company keeps its books in US dollars, Canadian dollars or euros. How to choose the currency and number format, and when the currency locks.

Move your books to ZeraBooks

Move your books to ZeraBooks:

Move your books to ZeraBooks

Bring your old books' closing balances, unpaid invoices and bills, and bank handoff into ZeraBooks, one stage at a time. You can save and come back at any stage.

Move your books to ZeraBooks:

Export closing reports from your old software

The exact clicks to export the trial balance and the unpaid invoices and bills reports from QuickBooks Online, QuickBooks Desktop, Xero and other software.

Move your books to ZeraBooks:

Match opening balances to categories

Every balance on your old trial balance needs a home in ZeraBooks. How the Categories stage matches them, and how to change a match before you continue.

Move your books to ZeraBooks:

Bank handoff and uncleared items

Hand each bank and card over to ZeraBooks with its last statement before the closing date, and list any checks or deposits that hadn't cleared so they aren't counted twice.

Move your books to ZeraBooks:

Review, import and undo opening books

Check the opening totals, bring your books into ZeraBooks, and find the opening-book record afterwards. How to undo the import, and when you no longer can.

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

Contact ZeraBooks Support