- How Do I Set Up Profit First with Holdings?
Use Holdings' multi-account structure to implement Mike Michalowicz's proven cash flow method.
- Connect to My Accounting Software?
Sync Holdings with QuickBooks, Xero, and other accounting tools for automatic bookkeeping.
- How Should I Organize My Business Finances with
Create a multi-account structure for better visibility, fraud protection, and cash flow management.
- Connecting QuickBooks to Holdings
Step-by-step guide to connecting QuickBooks Online with your Holdings accounts using Plaid, including troubleshooting common issues.
- Setting Up Payroll with Holdings
How to use your Holdings account as your payroll funding source with Gusto, ADP, Paychex, and other providers.
- Creating Sub-Accounts for Different Purposes
Organize your finances with dedicated sub-accounts for departments, clients, projects, and Profit First implementation.
- Automated Transfers Between Your Accounts
Learn about scheduling internal transfers between your Holdings accounts for Profit First allocations, payroll funding, and tax reserves.
- Xero Integration Guide
Step-by-step instructions to connect your Holdings accounts to Xero for automatic bank feeds and reconciliation.
- Plaid and Yodlee Connections Explained
Understand how Plaid and Yodlee securely connect your Holdings accounts to third-party apps without sharing your password.
- How to Sync Transactions Automatically
Learn how automatic transaction syncing works between Holdings and your accounting or financial apps via Plaid bank feeds.
- Getting Started with Holdings Bookkeeping
Learn about Holdings' bookkeeping service, pricing tiers, onboarding process, and how to get your books caught up and maintained.
- What's Included in Bookkeeping Services
Detailed breakdown of what Holdings bookkeeping covers-monthly reconciliation, financial statements, tax packages-and what it does not include.
- Processing Payroll Payments
Understand payroll payment timing, funding requirements, direct deposit schedules, and what to do if your account has insufficient funds.
- Contractor Payments (1099s)
How to pay contractors via ACH from Holdings, track payments for 1099 reporting, and meet IRS requirements for the $600 threshold.
- Accepting Card Payments from Customers
How to accept credit and debit card payments from customers using Stripe, Square, or PayPal and route deposits to your Holdings account.
- Chart of Accounts Mapping
How to map your Holdings accounts to your chart of accounts in QuickBooks, Xero, or other accounting software for accurate bookkeeping.
- Point of Sale and E-commerce Integration
How to connect POS systems and e-commerce platforms like Shopify and Square to your Holdings accounts for streamlined deposit reconciliation.
