Learn about Holdings' two built-in accounting options: the Accounting Software plan ($25/mo with a 30-day free trial) and the Bookkeeping Service.
Step-by-step guide to activating Holdings Accounting Software ($25/mo, 30-day free trial) for your business.
Step-by-step guide to signing up for Holdings Bookkeeping Service with a dedicated bookkeeper.
Checklist of required information for activating Holdings Accounting Software or Bookkeeping Service.
Complete pricing breakdown for Holdings Bookkeeping Service for both for-profit businesses and nonprofits.
Learn how Holdings automatically detects nonprofit status and applies nonprofit-specific bookkeeping pricing.
Navigate the Accounting Overview dashboard to track profitability, transactions, and expenses at a glance.
Learn how to review, categorize, and manage transactions on the Holdings Accounting Transactions page. Includes info on auto-connected accounts, Plaid.
Access and understand the General Ledger page, which shows your full Chart of Accounts in Holdings Accounting Software.
Generate Profit & Loss, Balance Sheet, and Cash Flow reports from Holdings Accounting.
Schedule your personalized onboarding call with your dedicated Holdings bookkeeper after signing up.
Understand exactly what's included with your dedicated Holdings bookkeeper and what's not covered.
View your accounting plan billing details, subscription amount, and payment history from the Manage Plan page.
Change which Holdings deposit account is charged for your Bookkeeping Service subscription.
Upgrade from the Accounting Software plan to Bookkeeping Service with a dedicated bookkeeper.
Switch from the Bookkeeping Service plan to the self-serve Accounting Software to manage your own books.
Cancel your accounting plan or reactivate it before it expires — step-by-step instructions.
Understand which team roles can manage accounting plans, billing, and settings in Holdings.
Troubleshoot why the General Ledger page isn't visible in your Holdings Accounting setup.
Troubleshoot common Holdings Accounting issues including activation errors, disabled buttons, and incorrect reports.
