Go to Coconut
All Collections
Doing your bookkeeping
Doing your bookkeeping
Guidance on how to keep your bookkeeping accurate
+2
20 articles in this collection
Written by
Adam Goodall,
Eva,
Steff
and 2 others
Categorising Transactions
How to categorise my transactions
Tracking your expenses with categories in-app
Written by
Steff
Updated over a week ago
Recording cash expenses
Learn how to properly record your cash expense transactions in Coconut
Written by
Aaron Beardmore
Updated over a week ago
How to Categorise Transactions in Bulk
Categorise all similar transactions in bulk without the need to scroll your entire list of transactions
Written by
Eva
Updated over a week ago
Managing your Transactions
How to Search for a Transaction
Search to check to see if a client has paid you or if you've paid an invoice to a supplier
Written by
Eva
Updated over a week ago
Recording reimbursements in Coconut
K
Written by
Karolina Jarosinska
Updated over a week ago
How to add a CIS deduction to a transaction
Add CIS deduction to a relevant transation
Written by
Aaron Beardmore
Updated over a week ago
How to Split a Transaction
Split an expense that is both Business and Personal to keep your allowable expenses up to date and accurate
Written by
Eva
Updated over a week ago
How the Monthly Overview Works
A monthly overview of your income, expenses and profit
Written by
Eva
Updated over a week ago
Adding Manual Adjustments
How to manually record transactions
Keeping track of income and outgoings that aren't yet recorded in your Coconut app
Written by
Steff
Updated over a week ago
Capturing Receipts
How to attach receipts to my transactions
You can attach receipts to your transactions in-app
Written by
Steff
Updated over a week ago
How to save a receipt for later
Saving and storing receipts for future transactions/ later use
Written by
Steff
Updated over a week ago
Accounting Questions
Purchasing assets
If you're considering capitalising large purchases and running depreciation
Written by
Adam Goodall
Updated over a week ago
Tracking Mileage
Some suggestions of apps to help you track your mileage
Written by
Adam Goodall
Updated over a week ago
Cash vs. Accruals Basis
Exploring the differences between recording income on a 'cash' or 'accrual' basis
Written by
Steff
Updated over a week ago
Managing VAT
How to get started with VAT
Head into your business profile to enable VAT on your account
Written by
Eva
Updated over a week ago
Adding VAT to invoices
More about how you add VAT to your invoices
Written by
Eva
Updated over a week ago
Saving receipts when I claim VAT
You will need to keep a record of your VAT receipts
Written by
Eva
Updated over a week ago
Applying VAT to a transaction
Head into your transaction and follow the prompts to record VAT
Written by
Eva
Updated over a week ago
Doing a VAT Return
You can export your data and use bridging software to submit your VAT return
Written by
Steff
Updated over a week ago
Limited Company Bookkeping
Running my payroll
If you have a Limited Company, you might need to run payroll
Written by
Adam Goodall
Updated over a week ago