Getting started
Orientation, first-week setup, and how the workspace is laid out.
What myBBS is (and how it thinks)
myBBS is a double-entry ledger with an automation layer on top. Understanding that order — ledger first, automation second — explains almost every design decision in the product.
ConceptBusiness owners, Bookkeepers, Firm staff
A tour of the workspace
Where everything lives: the sidebar, the top bar, the company switcher, and the groups that organize a client workspace — Review, Banking, Payables, Receivables, Accounting, Close, Reports, Documents, AI, and Client Settings.
QuickstartBusiness owners, Bookkeepers, Firm staff
Your first week in myBBS
An ordered setup path: entity, chart of accounts, opening balances, bank accounts, then people and documents. Doing it in this order avoids most of the rework.
QuickstartBusiness owners, Bookkeepers
Entities, scope, and consolidated views
How the entity switcher works, what Consolidated scope actually computes, and how scope travels in links you share.
ConceptBusiness owners, Bookkeepers, Firm staff
Bringing your existing books over
Migration paths into myBBS: opening balances, historical detail, list imports, and the QuickBooks migration flow — plus how to prove the result tied out.
How-toBusiness owners, Bookkeepers, Firm staff
Users, roles, and who sees what
Inviting people, choosing roles, scoping access to specific entities, and the difference between workspace users, firm staff, and portal clients.
How-toBusiness owners, Firm staff
How myBBS is organized
Firm, client, and company; the daily path through Review, Banking, and Close.
QuickstartBusiness owners, Bookkeepers, Firm staff
Sample documents and templates
Teaching files you can download: a chart of accounts, a bank statement, bills, invoices, a journal entry, and printable invoice and bill pages.
ReferenceBusiness owners, Bookkeepers, Firm staff
Home: every client at once
Firm staff land on Home. It is the picture of every client you reach, not one client's books.
How-toFirm staff
My Day
Your personal queue across every client: what is assigned to you, what landed overnight, and what is due today.
How-toFirm staff, Bookkeepers
The firm Inbox
Messages and documents arriving for the practice: client mail, intake, and threads you have not opened yet.
How-toFirm staff