Zie Pie Books Help Center Back to app

ZiePieBooks · Help Center

How can we help?

Ask anything about bookkeeping, bank connections, and period close — or browse the docs below.

⏎

Try

Related articles How do I connect a bank account?

We don't have an AI-generated answer for this yet — but these articles look relevant. You can also contact support.

Sources · Related articles

Connecting bank accounts

Connect a new bank feed in ZiePieBooks

Open Banking → Add connection, search for your institution, and authorize the read-only link in the secure popup.

Connecting bank accounts

Fixing a broken or stalled bank connection

Re-authenticate from the Reconnect prompt when a feed stops syncing — your history is preserved.

Security & privacy

Is my banking login stored anywhere?

Credentials pass directly to your institution; ZiePieBooks only receives a read-only transaction token.

Getting started

Import transactions manually or via CSV

No feed available? Upload a CSV or QIF export and map columns to categorize as you go.

Browse by topic

Contact support →

Getting started

Set up your books, chart of accounts, and first close.

Connecting bank accounts

Link feeds, fix broken connections, and re-authenticate.

Subscriptions & billing

Plans, invoices, seats, and payment methods.

Transactions & categorization

Rules, splits, vendors, and uncategorised review.

Reconciliation & close

Match statements, resolve differences, lock periods.

Security & privacy

Encryption, access scopes, and data handling.

Frequently asked questions

Find quick answers without searching.

GETTING STARTED

From the dashboard, open Settings → Company and enter your legal name, entity type, and fiscal year start. ZiePieBooks then generates a default chart of accounts you can tailor as you go.

CONNECTING BANK ACCOUNTS

SUBSCRIPTIONS & BILLING

TRANSACTIONS & CATEGORIZATION

RECONCILIATION & CLOSE

SECURITY & PRIVACY

Still need a hand?

Our bookkeeping support team replies within one business day.

Contact support Community