Quickstart Guide

Welcome to Propio! Follow these steps to get started quickly:

• Access the Propio Website: Navigate to Propio's homepage.

• Sign Up: Click on the "Sign Up" button. If you already have an account, select "Login."

• Enter Your Details:

  • Email: Provide your email address.

  • Password: Create a secure password.

  • Organization Name: Enter your company's name as you want clients to see it (e.g., "Samir's Bookkeeping").

  • URL and Image URL: These fields allow for white-label customization, displaying your branding on client-facing screens.

  • Personal Information: Fill in your first name, last name, and best contact details.

• Save: After completing the form, click "Save" to create your account.

• Clients: View and manage your client list.

• Transactions: Access all client transactions and categorize those not automatically handled by AI and view categorized transactions

• Help: Visit the knowledge base for assistance.

• Profile: Located at the top right, this section allows you to edit your profile or sign out.

• Feedback: Use the question mark icon in the top right to report issues or provide feedback to the Propio team.

• Add a New Client:

  • Navigate to the "Clients" section and click "New."

  • Organization Name: Enter the client's company name (e.g., "Landscapers Inc").

  • Industry: Enter the appropriate industry to enhance AI categorization accuracy.

  • Client Details: Provide the client's first name, last name, preferred contact method (e.g., WhatsApp), and email.

    • Tip: The preferred contact method you select will be used to send communications to your clients when you request feedback on transactions from your clients.

  • Accounting Start Date: Specify the date to begin categorizing transactions in Propio, discontinuing use of QuickBooks or Xero from this point.

• Save: Click "Save" to add the client.

• Ledger Connection:

  • In the client's profile, locate "Ledger Connection."

  • Choose either "QuickBooks" or "Xero," depending on the client's accounting system.

  • Authentication: Follow the prompts to sign in to the selected platform and authorize the connection.

  • Select Client's Books: Choose the appropriate account to link.

• Completion: The ledger is now connected, allowing Propio to access historical data and synchronize transactions.

• Bank Connection:

  • In the client's profile, click "Add Account."

  • Client Action: Copy the provided link and send it to your client, or enter their bank information directly if authorized.

  • Plaid Integration:

    • Clients familiar with Plaid can enter their phone number to retrieve existing accounts.

    • Alternatively, select "Continue as Guest" and choose the bank from the list.

    • Clients will be redirected to their bank's website to complete the connection.

    • Tip: We support most account types, including but not limited to investments, loans, etc.

  • Multiple Bank Accounts: Repeat the process to connect additional necessary accounts.

• NOTE: Once you begin categorizing transactions in Propio, its recommended you disconnect the bank feed in Quickbooks/Xero to avoid the duplication of transactions

• Account Mapping:

  • In the client's profile, click the gear icon next to the account and select "Edit."

  • Account Mappings: Connect the synced bank account to an existing General Ledger (GL) account in QuickBooks or Xero.

  • Mapped Accounts: Proper mapping ensures transactions from the accounting start date are accurately added to the existing bank GL.

  • Creating New Accounts:

    • If no corresponding GL account exists and mapping isn't performed, Propio will create a new bank account GL in QuickBooks or Xero when categorizing transactions.

    • You'll need to enter a beginning balance in QuickBooks or Xero for the new account.

      • Tip: How to enter beginning balances and Quickbooks and Xero

• Access Client Settings:

  • Navigate to the "Clients" section.

  • Locate the client whose details you want to edit.

  • Click the gear icon next to the client's name and select "Edit."

• Update Information:

  • Modify the organization's name, industry, contact details, preferred contact method, and accounting start date as needed.

    • Tip: Editing the accounting start date will change the date as of which transactions begin to flow to your transactions screen

• Save Changes: After making the necessary updates, click "Save" to apply the changes.

Let us know if you have any questions for us, we're here to help!