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Getting Started

Everything you need to get set up on Rounded desktop

Rounded Two Factor Authentication (2FA/MFA)

Instructions for setting up and using Two Factor Authentication (2FA/MFA) including what to do if you get locked out of your Rounded account

Clients and Contacts

Adding and managing client and contact information

Quote and Invoice Templates

How to set up and manage quote and invoice templates


Everything you need to know about setting up and managing invoices

Recurring Invoices

Setting up and managing quotes


Everything you need to know about managing your income

Bank Feeds

Setting up and using Bank Feeds

Accepting Stripe and PayPal Payments

Connecting Stripe or PayPal so your invoices can be paid online


Everything you need to know about managing your expenses

Projects & Time Tracking

Projects & Time Tracking

Importing your data

How to import your data from other systems


The automated reports, data and insights available within Rounded

Sharing Rounded Data

How to share your Rounded data with an accountant or bookkeeper

Rounded for Accountants

Everything accountants need to know about using Rounded