# Rounded Help Centre

> Help center for Rounded

## Account Settings

- [How do I subscribe to a Rounded plan?](https://help.rounded.com.au/en/articles/635962-how-do-i-subscribe-to-a-rounded-plan.md): Keep your accounting tools working: Simple steps to subscribe
- [What's on the dashboard?](https://help.rounded.com.au/en/articles/635972-what-s-on-the-dashboard.md): A look at the Rounded dashboard
- [Where do I manage my account?](https://help.rounded.com.au/en/articles/635960-where-do-i-manage-my-account.md): An overview of account settings
- [How to change or reset your Rounded password](https://help.rounded.com.au/en/articles/2552769-how-to-change-or-reset-your-rounded-password.md): Update or Reset Your Rounded Password
- [Updating credit card information](https://help.rounded.com.au/en/articles/3080449-updating-credit-card-information.md): Update your payment details in a few quick steps
- [Upgrading or Changing Your Rounded Subscription](https://help.rounded.com.au/en/articles/3083767-upgrading-or-changing-your-rounded-subscription.md): Simple Steps to Change Your Rounded Plan
- [Update subscription plans from yearly to a monthly plan](https://help.rounded.com.au/en/articles/3806253-update-subscription-plans-from-yearly-to-a-monthly-plan.md): Switch from Annual to Monthly subscription plan
- [Setting up the quantity types](https://help.rounded.com.au/en/articles/12797775-setting-up-the-quantity-types.md): Set up your invoice and quote quantity types \(hours, units, items\)
- [Changing the Rounded account email](https://help.rounded.com.au/en/articles/3953870-changing-the-rounded-account-email.md): Simple Steps to Update Your Rounded Account Email
- [Setting the Rounded Theme](https://help.rounded.com.au/en/articles/5573120-setting-the-rounded-theme.md): Quickly switch between Light, Dark, or automatic theme settings
- [Setting up Income or Profit Goals on the Dashboard](https://help.rounded.com.au/en/articles/8310165-setting-up-income-or-profit-goals-on-the-dashboard.md): Set your Income or Profit Goal \(Dashboard\)
- [Adding Quarterly PAYG contribution](https://help.rounded.com.au/en/articles/8445636-adding-quarterly-payg-contribution.md): How to add quarterly PAYG contributions
- [Changing payment terms](https://help.rounded.com.au/en/articles/3153428-changing-payment-terms.md): Managing payment terms
- [Add/change your payment details](https://help.rounded.com.au/en/articles/2307179-add-change-your-payment-details.md): How to Update Payment Details on Your Invoices
- [Billing history and receipts for Rounded subscription payments](https://help.rounded.com.au/en/articles/2095602-billing-history-and-receipts-for-rounded-subscription-payments.md): How to View and Download Your Rounded Subscription Receipts
- [Setting up the email signature](https://help.rounded.com.au/en/articles/3083627-setting-up-the-email-signature.md): Set up your email signature in Rounded
- [Smart Notifications](https://help.rounded.com.au/en/articles/2095685-smart-notifications.md): Turn your Rounded email alerts on or off \(smart notifications\)
- [How to cancel your Rounded subscription](https://help.rounded.com.au/en/articles/3226151-how-to-cancel-your-rounded-subscription.md): Simple Steps to Cancel Your Rounded Subscription
- [How to permanently delete a Rounded account and all associated data](https://help.rounded.com.au/en/articles/8004254-how-to-permanently-delete-a-rounded-account-and-all-associated-data.md): How to permanently delete your Rounded account \(and your data\)
- [Getting Started Guide](https://help.rounded.com.au/en/articles/935661-getting-started-guide.md): Everything you need to get that first invoice out!
- [Transferring data from Wave](https://help.rounded.com.au/en/articles/3466900-transferring-data-from-wave.md): Your Quick Guide to Moving Your Wave Data to Rounded
- [Sending Invoices and Quotes Using Your Personal MS Outlook Email](https://help.rounded.com.au/en/articles/15008850-sending-invoices-and-quotes-using-your-personal-ms-outlook-email.md): How to send invoices using your MS Outlook email
- [How can I manage multiple businesses within one Rounded account?](https://help.rounded.com.au/en/articles/15248135-how-can-i-manage-multiple-businesses-within-one-rounded-account.md)
- [Rounded's referral program](https://help.rounded.com.au/en/articles/15529578-rounded-s-referral-program.md): Sharing is caring: How the Rounded Referral Program works
- [What’s on the dashboard? \[Mobile\]](https://help.rounded.com.au/en/articles/2264404-what-s-on-the-dashboard-mobile.md): A look at Rounded's mobile app dashboard
- [How to subscribe to a plan \[Mobile\]](https://help.rounded.com.au/en/articles/4409969-how-to-subscribe-to-a-plan-mobile.md): Start your subscription using a mobile browser
- [Changing Rounded account email \[Mobile\]](https://help.rounded.com.au/en/articles/3953883-changing-rounded-account-email-mobile.md): A quick guide to updating your email address on the mobile app
- [Updating credit card information \[Mobile\]](https://help.rounded.com.au/en/articles/4167039-updating-credit-card-information-mobile.md): Update your card on a mobile browser
- [How to update your subscription \[Mobile\]](https://help.rounded.com.au/en/articles/4409882-how-to-update-your-subscription-mobile.md): A simple guide to changing your Rounded plan on a mobile browser
- [Changing payment terms \[Mobile\]](https://help.rounded.com.au/en/articles/2300509-changing-payment-terms-mobile.md): A quick guide to updating when your invoices are due on the mobile app
- [Change or reset your Rounded password \[Mobile\]](https://help.rounded.com.au/en/articles/2553089-change-or-reset-your-rounded-password-mobile.md): A simple guide to updating your password on the mobile app
- [Display only your business name in invoices/quotes \[Mobile\]](https://help.rounded.com.au/en/articles/2584994-display-only-your-business-name-in-invoices-quotes-mobile.md): Displaying your business name in invoices/quotes on the mobile app
- [Billing history and receipts for Rounded subscription payments \[Mobile\]](https://help.rounded.com.au/en/articles/4409871-billing-history-and-receipts-for-rounded-subscription-payments-mobile.md): View and download your Rounded payment receipts from your phone
- [Update subscription plans from yearly to monthly plan \[Mobile\]](https://help.rounded.com.au/en/articles/4409973-update-subscription-plans-from-yearly-to-monthly-plan-mobile.md): Switch to a monthly plan in a few quick steps on a mobile browser
- [Smart Notifications \[Mobile\]](https://help.rounded.com.au/en/articles/2303639-smart-notifications-mobile.md): How to set notifications received from Rounded on the mobile app
- [How to cancel your Rounded subscription \[Mobile\]](https://help.rounded.com.au/en/articles/3441881-how-to-cancel-your-rounded-subscription-mobile.md): Cancel your plan using your mobile browser
- [Verify your Rounded account created on your mobile device](https://help.rounded.com.au/en/articles/9690631-verify-your-rounded-account-created-on-your-mobile-device.md): How to verify your Rounded account on mobile

## Rounded Two Factor Authentication \(2FA/MFA\)

- [How to enable 2FA in Rounded](https://help.rounded.com.au/en/articles/5187260-how-to-enable-2fa-in-rounded.md): Keep your account safe with 2FA
- [How to log in to your Rounded account with 2FA enabled](https://help.rounded.com.au/en/articles/5187296-how-to-log-in-to-your-rounded-account-with-2fa-enabled.md): Log in with 2FA in Rounded
- [Rounded 2FA: Locked out of your account](https://help.rounded.com.au/en/articles/5186847-rounded-2fa-locked-out-of-your-account.md): Regaining access to your Rounded account

## Clients and Contacts

- [Adding client and contact information](https://help.rounded.com.au/en/articles/635967-adding-client-and-contact-information.md): Easy Steps to Add a New Client and Contact Information
- [Client Statements](https://help.rounded.com.au/en/articles/1932466-client-statements.md): How to generate and send client statements in Rounded
- [Setting up the email template for client statements](https://help.rounded.com.au/en/articles/3080405-setting-up-the-email-template-for-client-statements.md): Customise your client statement email templates
- [Retrieve archived clients](https://help.rounded.com.au/en/articles/4500663-retrieve-archived-clients.md): How to restore an archived client
- [How to manage client records](https://help.rounded.com.au/en/articles/2376487-how-to-manage-client-records.md): Keep your client list clean and organised
- [Add a new client manually \[Mobile\]](https://help.rounded.com.au/en/articles/2272732-add-a-new-client-manually-mobile.md): Add a client and their contact details in the mobile app
- [How to manage client records \[Mobile\]](https://help.rounded.com.au/en/articles/2376825-how-to-manage-client-records-mobile.md): Keep your client list clean and organised
- [Retrieve archived clients \[Mobile\]](https://help.rounded.com.au/en/articles/4500758-retrieve-archived-clients-mobile.md): How to retrieve archived clients via the mobile app

## Quote and Invoice Templates

- [Invoice Templates](https://help.rounded.com.au/en/articles/5579796-invoice-templates.md): Create and customise invoice templates \(so each brand or service has its own invoice look\)
- [Quote Templates](https://help.rounded.com.au/en/articles/5579833-quote-templates.md): How to customise and manage quote templates
- [Invoice Templates on Mobile](https://help.rounded.com.au/en/articles/5579875-invoice-templates-on-mobile.md): How to create and edit invoice templates via the mobile app
- [Quote Templates on Mobile](https://help.rounded.com.au/en/articles/5579911-quote-templates-on-mobile.md): How to create and edit quote templates via the mobile app

## Invoices

- [Sending an invoice to a client](https://help.rounded.com.au/en/articles/9412940-sending-an-invoice-to-a-client.md): Quick steps to create and send your invoice
- [Requesting a deposit](https://help.rounded.com.au/en/articles/3308771-requesting-a-deposit.md): How to ask for, track, and complete deposit payments on an invoice
- [How to add GST-inclusive totals in Invoices and Quotes](https://help.rounded.com.au/en/articles/6080708-how-to-add-gst-inclusive-totals-in-invoices-and-quotes.md): Switching Invoices and Quotes to GST-Inclusive Totals
- [How to add a fixed amount discount](https://help.rounded.com.au/en/articles/4193634-how-to-add-a-fixed-amount-discount.md): Add a fixed $ discount to an invoice
- [How to add a percentage discount](https://help.rounded.com.au/en/articles/2102851-how-to-add-a-percentage-discount.md): Add a % discount to an invoice in Rounded
- [Adding or changing an invoice/quote logo](https://help.rounded.com.au/en/articles/2110430-adding-or-changing-an-invoice-quote-logo.md): Customise your invoices and quotes with your brand
- [Display the client's address on the invoice/quote](https://help.rounded.com.au/en/articles/4125387-display-the-client-s-address-on-the-invoice-quote.md): Show the client address on an invoice or quote
- [Add your business address to your invoices/quotes](https://help.rounded.com.au/en/articles/2585087-add-your-business-address-to-your-invoices-quotes.md): Enter or update your business address on invoices and quotes in Rounded
- [Display the PO number on the invoice](https://help.rounded.com.au/en/articles/3870790-display-the-po-number-on-the-invoice.md): Add a PO number to an invoice
- [Hide or unhide fields on an invoice or quote](https://help.rounded.com.au/en/articles/2306805-hide-or-unhide-fields-on-an-invoice-or-quote.md): Control field visibility on invoices and quotes
- [Choosing a numbering system for invoices and quotes](https://help.rounded.com.au/en/articles/2102653-choosing-a-numbering-system-for-invoices-and-quotes.md): Pick the invoice and quote numbering style that fits your workflow
- [Adding item templates](https://help.rounded.com.au/en/articles/2320316-adding-item-templates.md): Easy steps to manage item templates
- [Edit the footer template](https://help.rounded.com.au/en/articles/2657498-edit-the-footer-template.md): Editing the footer template
- [Mark an invoice as sent](https://help.rounded.com.au/en/articles/4041481-mark-an-invoice-as-sent.md): Update an invoice’s status without sending it
- [Sharing links of invoices and quotes](https://help.rounded.com.au/en/articles/4933262-sharing-links-of-invoices-and-quotes.md): Quickly copy a link to send your invoice or quote anywhere
- [Sending invoices in Japanese Yen \(JPY\) currency](https://help.rounded.com.au/en/articles/9413027-sending-invoices-in-japanese-yen-jpy-currency.md): How to send invoices in Japanese Yen \(JPY\) currency
- [Setting up invoice email templates](https://help.rounded.com.au/en/articles/635961-setting-up-invoice-email-templates.md): Easily set up your invoice email template
- [Setting up the email template for receipts](https://help.rounded.com.au/en/articles/3048958-setting-up-the-email-template-for-receipts.md): Easily customise the emails sent with your receipts
- [How to automatically send a payment receipt in Rounded](https://help.rounded.com.au/en/articles/2087985-how-to-automatically-send-a-payment-receipt-in-rounded.md): Send receipts automatically \(3 easy ways\)
- [Duplicating an invoice](https://help.rounded.com.au/en/articles/9403475-duplicating-an-invoice.md): How to duplicate an invoice
- [Setting up the email template for automated overdue invoice reminder](https://help.rounded.com.au/en/articles/3080440-setting-up-the-email-template-for-automated-overdue-invoice-reminder.md): Customise your automated overdue reminder email template
- [Automated reminders for overdue invoices](https://help.rounded.com.au/en/articles/9418211-automated-reminders-for-overdue-invoices.md): Set up automatic invoice reminders
- [Setting up the email template for manual overdue invoice reminder](https://help.rounded.com.au/en/articles/3049042-setting-up-the-email-template-for-manual-overdue-invoice-reminder.md): Customising your manual overdue invoice reminder email
- [Manual reminders for overdue invoices](https://help.rounded.com.au/en/articles/2084188-manual-reminders-for-overdue-invoices.md): Send a manual invoice reminder
- [Sending invoices and quotes in different currencies](https://help.rounded.com.au/en/articles/2660806-sending-invoices-and-quotes-in-different-currencies.md): Multi-currency invoices and quotes—made simple
- [How to edit outstanding/paid invoices](https://help.rounded.com.au/en/articles/2317515-how-to-edit-outstanding-paid-invoices.md): Quick Guide to Amending Sent or Paid Invoices
- [Invoice Options](https://help.rounded.com.au/en/articles/2348213-invoice-options.md): Options for invoices
- [Sending Invoices and Quotes Using Your Personal Gmail/Workspace Email](https://help.rounded.com.au/en/articles/2814338-sending-invoices-and-quotes-using-your-personal-gmail-workspace-email.md): How to send invoices using your Gmail/Workspace email
- [Display your business name in invoices/quotes](https://help.rounded.com.au/en/articles/2570367-display-your-business-name-in-invoices-quotes.md): Displaying your business name in invoices/quotes
- [How do I add a text-only line or description to my quote or invoice?](https://help.rounded.com.au/en/articles/15008929-how-do-i-add-a-text-only-line-or-description-to-my-quote-or-invoice.md): A guide to adding line items without a price on quotes or invoices
- [How do invoice views and placeholders work in Rounded?](https://help.rounded.com.au/en/articles/15248057-how-do-invoice-views-and-placeholders-work-in-rounded.md): Understand the difference between Edit and Preview views for invoices
- [Sending an invoice to a client \[Mobile\]](https://help.rounded.com.au/en/articles/2272949-sending-an-invoice-to-a-client-mobile.md): Creating and sending invoices to your clients on the mobile app
- [Requesting a deposit \[Mobile\]](https://help.rounded.com.au/en/articles/3308795-requesting-a-deposit-mobile.md): How to request a deposit via the mobile app
- [Quote/Invoice Discounts \[Mobile\]](https://help.rounded.com.au/en/articles/2272252-quote-invoice-discounts-mobile.md): Adding a discount to an invoice on the mobile app
- [Adding/changing an invoice or a quote logo \[Mobile\]](https://help.rounded.com.au/en/articles/2264598-adding-changing-an-invoice-or-a-quote-logo-mobile.md): Adding a logo on the mobile app
- [Display client's address on the invoice \[Mobile\]](https://help.rounded.com.au/en/articles/4167052-display-client-s-address-on-the-invoice-mobile.md): How to display client's address on an invoice/quote via the mobile app
- [Add your business address to your invoices/quotes \[Mobile\]](https://help.rounded.com.au/en/articles/2585179-add-your-business-address-to-your-invoices-quotes-mobile.md): Adding your business address to your invoices/quotes on the mobile phone
- [Hide or unhide fields on an invoice or quote \[Mobile\]](https://help.rounded.com.au/en/articles/2269314-hide-or-unhide-fields-on-an-invoice-or-quote-mobile.md): Hide or unhide fields on an invoice or a quote on the mobile app
- [Choosing a numbering system for invoices \[Mobile\]](https://help.rounded.com.au/en/articles/2272363-choosing-a-numbering-system-for-invoices-mobile.md): Options for creating invoice numbers on the mobile app
- [Edit the footer template \[Mobile\]](https://help.rounded.com.au/en/articles/2269686-edit-the-footer-template-mobile.md): Edit the footer template on the mobile app
- [Add/change your payment details \[Mobile\]](https://help.rounded.com.au/en/articles/2269377-add-change-your-payment-details-mobile.md): Add/change your payment details on the mobile app
- [Adding item templates \[Mobile\]](https://help.rounded.com.au/en/articles/2272512-adding-item-templates-mobile.md): How to add item templates on the mobile app
- [Mark an invoice as sent \[Mobile\]](https://help.rounded.com.au/en/articles/4041640-mark-an-invoice-as-sent-mobile.md): How to mark an invoice as sent via the mobile app
- [Share the link of invoices/quotes to clients \[Mobile\]](https://help.rounded.com.au/en/articles/4941616-share-the-link-of-invoices-quotes-to-clients-mobile.md): How to share the link of invoices/quotes to clients via the mobile app
- [Record a payment against an invoice \[Mobile\]](https://help.rounded.com.au/en/articles/2272519-record-a-payment-against-an-invoice-mobile.md): How to record a payment on the mobile app
- [Sending a receipt \[Mobile\]](https://help.rounded.com.au/en/articles/2272453-sending-a-receipt-mobile.md): How to send a receipt on the mobile app
- [How to edit outstanding/paid invoices \[Mobile\]](https://help.rounded.com.au/en/articles/2320864-how-to-edit-outstanding-paid-invoices-mobile.md): How to edit outstanding/paid invoices on the mobile app
- [Duplicating an invoice \[Mobile\]](https://help.rounded.com.au/en/articles/9470399-duplicating-an-invoice-mobile.md): How to duplicate an invoice
- [Automated reminders for overdue invoices \[Mobile\]](https://help.rounded.com.au/en/articles/9418363-automated-reminders-for-overdue-invoices-mobile.md): How to set auto reminders for overdue invoices
- [Manual reminders for overdue invoices \[Mobile\]](https://help.rounded.com.au/en/articles/2272580-manual-reminders-for-overdue-invoices-mobile.md): How to send manual reminders for overdue invoices on the mobile app
- [Customise invoices and quotes \[Mobile\]](https://help.rounded.com.au/en/articles/2264720-customise-invoices-and-quotes-mobile.md): Customisation options for invoices and quotes on the mobile app

## Recurring Invoices

- [Create and send recurring invoices](https://help.rounded.com.au/en/articles/4121596-create-and-send-recurring-invoices.md): Quick guide to setting up recurring invoices
- [Stop or reschedule a recurring invoice](https://help.rounded.com.au/en/articles/4121973-stop-or-reschedule-a-recurring-invoice.md): Reschedule or stop a recurring invoice

## Quotes

- [Rename a Quote to Estimate or Proposal](https://help.rounded.com.au/en/articles/4041520-rename-a-quote-to-estimate-or-proposal.md): Rename “Quote” to “Estimate” or “Proposal”
- [How do I send a quote to a client?](https://help.rounded.com.au/en/articles/783047-how-do-i-send-a-quote-to-a-client.md): Quick Guide to Sending Client Quotes
- [How to edit sent/accepted quotes](https://help.rounded.com.au/en/articles/4500679-how-to-edit-sent-accepted-quotes.md): Editing sent/accepted quotes
- [Convert quotes to invoices](https://help.rounded.com.au/en/articles/2671672-convert-quotes-to-invoices.md): Turn accepted quotes into invoices in a few clicks
- [Setting up a quote email template](https://help.rounded.com.au/en/articles/635973-setting-up-a-quote-email-template.md): Quickly set up the quote email template
- [How to archive/activate quotes](https://help.rounded.com.au/en/articles/2472233-how-to-archive-activate-quotes.md): Easily hide or restore your quotes
- [Archive/Activate quotes \[Mobile\]](https://help.rounded.com.au/en/articles/2552581-archive-activate-quotes-mobile.md): Archiving/Activating quotes on the mobile app
- [How to edit sent/accepted quotes \[Mobile\]](https://help.rounded.com.au/en/articles/4614310-how-to-edit-sent-accepted-quotes-mobile.md): Editing sent/accepted quotes via the mobile app
- [Convert quotes to invoices \[Mobile\]](https://help.rounded.com.au/en/articles/2853446-convert-quotes-to-invoices-mobile.md): Converting quotes to invoices on the mobile app
- [Sending a quote to a client \[Mobile\]](https://help.rounded.com.au/en/articles/2272637-sending-a-quote-to-a-client-mobile.md): Creating and sending quotes to your clients on the mobile app
- [Rename a Quote to Estimate or Proposal \[Mobile\]](https://help.rounded.com.au/en/articles/4041778-rename-a-quote-to-estimate-or-proposal-mobile.md): How to rename a Quote to Estimate or Proposal via the mobile app

## Income

- [Connect Your Stripe Account to the Rounded Stripe Feed](https://help.rounded.com.au/en/articles/14932472-connect-your-stripe-account-to-the-rounded-stripe-feed.md): How to connect Your Stripe Account to the Rounded Stripe Feed
- [Adding income directly](https://help.rounded.com.au/en/articles/2311031-adding-income-directly.md): Simple ways to record income in Rounded
- [Recording a payment in non-AUD currency](https://help.rounded.com.au/en/articles/2733842-recording-a-payment-in-non-aud-currency.md): How to record a payment in non AUD currency
- [Changing the date of an income record](https://help.rounded.com.au/en/articles/4193668-changing-the-date-of-an-income-record.md): Quickly update the date on an existing income record
- [Adding and deleting income categories](https://help.rounded.com.au/en/articles/2317223-adding-and-deleting-income-categories.md): Quick guide to managing income categories
- [Assigning a category to multiple income records](https://help.rounded.com.au/en/articles/2427757-assigning-a-category-to-multiple-income-records.md): Assigning categories to income records in bulk
- [Delete an income record](https://help.rounded.com.au/en/articles/2677123-delete-an-income-record.md): Deleting an income record
- [Adding non-invoiced income \[Mobile\]](https://help.rounded.com.au/en/articles/2292638-adding-non-invoiced-income-mobile.md): Add income via the main income section on the mobile app
- [Changing the date of an income record \[Mobile\]](https://help.rounded.com.au/en/articles/4193806-changing-the-date-of-an-income-record-mobile.md): How to change the date of an income record via the mobile app
- [Income Categories \[Mobile\]](https://help.rounded.com.au/en/articles/2298061-income-categories-mobile.md): How to add, edit, or delete income categories on the mobile app
- [Deleting an income record \[Mobile\]](https://help.rounded.com.au/en/articles/2677161-deleting-an-income-record-mobile.md): Delete an income record on the mobile app

## Bank Feeds

- [Which banks/credit card providers does Rounded connect to via open banking?](https://help.rounded.com.au/en/articles/11160784-which-banks-credit-card-providers-does-rounded-connect-to-via-open-banking.md): A list of financial institutions you can connect to your Rounded account using Open Banking
- [How do I connect a bank account via Open Banking](https://help.rounded.com.au/en/articles/11476901-how-do-i-connect-a-bank-account-via-open-banking.md): Connecting your bank or credit card accounts to the Bank Feeds feature
- [Adding additional bank or credit card accounts to Rounded via Open Banking](https://help.rounded.com.au/en/articles/11476972-adding-additional-bank-or-credit-card-accounts-to-rounded-via-open-banking.md): Linking Additional Bank or Credit Card Accounts to Rounded
- [How can I choose which accounts to display in Bank feeds?](https://help.rounded.com.au/en/articles/635976-how-can-i-choose-which-accounts-to-display-in-bank-feeds.md): Choosing which accounts to display in Bank feeds
- [How do I refresh my bank feeds?](https://help.rounded.com.au/en/articles/2464084-how-do-i-refresh-my-bank-feeds.md): Refresh the bank feeds feature to update the bank transactions
- [Changing bank account names in Rounded](https://help.rounded.com.au/en/articles/4121494-changing-bank-account-names-in-rounded.md): Personalise your bank account names
- [Adding an income via bank feeds](https://help.rounded.com.au/en/articles/2310508-adding-an-income-via-bank-feeds.md): How to quickly reconcile credit transactions from bank feed
- [Adding multiple income records via bank feeds](https://help.rounded.com.au/en/articles/8332614-adding-multiple-income-records-via-bank-feeds.md): Fast way to add multiple income records from your bank feed
- [Assigning a payment to multiple invoices](https://help.rounded.com.au/en/articles/3441849-assigning-a-payment-to-multiple-invoices.md): Easily assign a single payment to several invoices
- [Adding an expense via bank feeds](https://help.rounded.com.au/en/articles/2328161-adding-an-expense-via-bank-feeds.md): Quickly add an expense from your bank feeds
- [Automatic bank feed suggestions for expenses](https://help.rounded.com.au/en/articles/6961572-automatic-bank-feed-suggestions-for-expenses.md): A quick guide to bank feed suggestions
- [Adding multiple expenses via bank feeds](https://help.rounded.com.au/en/articles/8310494-adding-multiple-expenses-via-bank-feeds.md): Fast way to add multiple expenses from your bank feed
- [Bank Feeds Filters](https://help.rounded.com.au/en/articles/8310420-bank-feeds-filters.md): A simple guide to filter your bank transactions
- [Bank Feeds - Other Transaction Types](https://help.rounded.com.au/en/articles/3308518-bank-feeds-other-transaction-types.md): How to categorise “Other” transactions in Bank Feeds \(Non-business, owner drawings, account transfers, tax refunds and payments\)
- [How to retrieve transactions tagged as "other" bank feeds transactions](https://help.rounded.com.au/en/articles/4458655-how-to-retrieve-transactions-tagged-as-other-bank-feeds-transactions.md): Find and reclassify transactions marked as “Other”
- [How do I delete an existing bank account?](https://help.rounded.com.au/en/articles/635974-how-do-i-delete-an-existing-bank-account.md): Quick guide: Removing a bank account connection
- [Linking bank feeds transactions to expense records](https://help.rounded.com.au/en/articles/12913109-linking-bank-feeds-transactions-to-expense-records.md): Match and link a bank feed transaction to an existing expense record.
- [Adding an expense refund via bank feeds](https://help.rounded.com.au/en/articles/14033318-adding-an-expense-refund-via-bank-feeds.md): Record an expense refund from your bank feed
- [How to renew the bank consent on Rounded bank feeds](https://help.rounded.com.au/en/articles/16878984-how-to-renew-the-bank-consent-on-rounded-bank-feeds.md): Keep your bank feeds updating by renewing your bank consent once a year
- [Connect your bank account/s to Rounded \[Mobile\]](https://help.rounded.com.au/en/articles/2563962-connect-your-bank-account-s-to-rounded-mobile.md): Connecting your bank account/s to the Rounded mobile app
- [Choose which accounts to display in Bank Feeds \[Mobile\]](https://help.rounded.com.au/en/articles/2564045-choose-which-accounts-to-display-in-bank-feeds-mobile.md): Choosing what account to display in Bank Feeds on the mobile app
- [Add another bank account to Bank Feeds \[Mobile\]](https://help.rounded.com.au/en/articles/2564032-add-another-bank-account-to-bank-feeds-mobile.md): Adding another bank account to Bank Feeds on the mobile app
- [Manually refresh your bank feeds \[Mobile\]](https://help.rounded.com.au/en/articles/2564029-manually-refresh-your-bank-feeds-mobile.md): How to manually refresh bank feeds on the mobile app
- [Add income via bank feeds \[Mobile\]](https://help.rounded.com.au/en/articles/2567496-add-income-via-bank-feeds-mobile.md): Adding income via bank feeds on the mobile app
- [Assigning a payment to multiple invoices \[Mobile\]](https://help.rounded.com.au/en/articles/3441946-assigning-a-payment-to-multiple-invoices-mobile.md): Assigning a bank feed credit to multiple invoices
- [Add expenses via bank feeds \[Mobile\]](https://help.rounded.com.au/en/articles/2567494-add-expenses-via-bank-feeds-mobile.md): Adding expenses via bank feeds on the mobile app
- [Bank Feeds - Other Transaction Types \[Mobile\]](https://help.rounded.com.au/en/articles/4614363-bank-feeds-other-transaction-types-mobile.md): Classify other transaction types \(Non business, Owner Drawings, Account Transfers, or Tax Payments/Refunds\) via bank feeds on the mobile app
- [How to view/retrieve transactions tagged as other bank feeds transactions \[Mobile\]](https://help.rounded.com.au/en/articles/4941558-how-to-view-retrieve-transactions-tagged-as-other-bank-feeds-transactions-mobile.md): Retrieve transactions tagged as non business, account transfers, owner drawings, or tax payments/refunds in Bank Feeds via the mobile app
- [Delete an existing bank account in Bank Feeds \[Mobile\]](https://help.rounded.com.au/en/articles/2564035-delete-an-existing-bank-account-in-bank-feeds-mobile.md): Deleting an existing bank account in Bank Feeds on the mobile app

## Accepting Stripe and PayPal Payments

- [Use Stripe to collect invoice payments](https://help.rounded.com.au/en/articles/783656-use-stripe-to-collect-invoice-payments.md): Accept credit card payments on your invoices by connecting Stripe.
- [Adding Surcharge to Stripe Payments](https://help.rounded.com.au/en/articles/6393919-adding-surcharge-to-stripe-payments.md): How to add a surcharge to Stripe Payments
- [What do my clients see when they pay an invoice via Stripe?](https://help.rounded.com.au/en/articles/1761844-what-do-my-clients-see-when-they-pay-an-invoice-via-stripe.md): A simple guide to how your clients pay Rounded invoices online
- [Use PayPal to collect invoice payments](https://help.rounded.com.au/en/articles/3689033-use-paypal-to-collect-invoice-payments.md): Setting up PayPal to collect invoice payments
- [What do my clients see when they pay an invoice via PayPal?](https://help.rounded.com.au/en/articles/3689070-what-do-my-clients-see-when-they-pay-an-invoice-via-paypal.md): What your clients see when they pay a Rounded invoice with PayPal
- [How can Apple Pay and Google Pay be used for paying Rounded invoices?](https://help.rounded.com.au/en/articles/15248143-how-can-apple-pay-and-google-pay-be-used-for-paying-rounded-invoices.md)
- [Use Stripe to collect invoice payments \[Mobile\]](https://help.rounded.com.au/en/articles/2281377-use-stripe-to-collect-invoice-payments-mobile.md): How to connect to Stripe on the mobile app
- [Adding Surcharge to Stripe Payments \[Mobile\]](https://help.rounded.com.au/en/articles/6462931-adding-surcharge-to-stripe-payments-mobile.md): How to add a surcharge to Stripe Payments via the mobile app
- [Use PayPal to collect invoice payments \[Mobile\]](https://help.rounded.com.au/en/articles/3689146-use-paypal-to-collect-invoice-payments-mobile.md): How to connect to PayPal on the mobile app

## Expenses

- [Adding your expenses](https://help.rounded.com.au/en/articles/635968-adding-your-expenses.md): Easily record, organise, and track your business expenses in Rounded
- [Changing the date of an expense record](https://help.rounded.com.au/en/articles/4193732-changing-the-date-of-an-expense-record.md): How to change an expense date
- [Select the claimable business percentage for an expense](https://help.rounded.com.au/en/articles/3538859-select-the-claimable-business-percentage-for-an-expense.md): How to claim part of an expense \(partial business use\)
- [How to edit GST on expense records](https://help.rounded.com.au/en/articles/3348374-how-to-edit-gst-on-expense-records.md): Editing the GST on expense records
- [Recurring Expenses](https://help.rounded.com.au/en/articles/2087944-recurring-expenses.md): Set up and manage expenses that repeat automatically
- [Adding an expense refund](https://help.rounded.com.au/en/articles/14033298-adding-an-expense-refund.md): How to add an expense refund
- [On-charging expenses to a client via an invoice](https://help.rounded.com.au/en/articles/635958-on-charging-expenses-to-a-client-via-an-invoice.md): Step-by-step guide to billing clients for reimbursable expenses
- [Adding and deleting expense categories](https://help.rounded.com.au/en/articles/783151-adding-and-deleting-expense-categories.md): Easily manage your expense categories
- [Adding and deleting vendor information](https://help.rounded.com.au/en/articles/783543-adding-and-deleting-vendor-information.md): Add, edit, or delete vendors \(so expenses stay organised\)
- [Assigning a category, vendor, and business percent to multiple expense records](https://help.rounded.com.au/en/articles/2427470-assigning-a-category-vendor-and-business-percent-to-multiple-expense-records.md): Bulk update expense categories, vendors, or business use % in Rounded
- [Delete an expense record](https://help.rounded.com.au/en/articles/2684267-delete-an-expense-record.md): How to delete an expense record in Rounded
- [Adding an expense \[Mobile\]](https://help.rounded.com.au/en/articles/2278626-adding-an-expense-mobile.md): Quick steps to record an expense in the Rounded mobile app
- [Changing the date of an expense record \[Mobile\]](https://help.rounded.com.au/en/articles/4193819-changing-the-date-of-an-expense-record-mobile.md): Updating an expense date on your mobile
- [Select the claimable business percentage for an expense \[Mobile\]](https://help.rounded.com.au/en/articles/3538890-select-the-claimable-business-percentage-for-an-expense-mobile.md): Selecting the claimable business percentage for an expense via the mobile app
- [How to edit GST on expense records \[Mobile\]](https://help.rounded.com.au/en/articles/3441927-how-to-edit-gst-on-expense-records-mobile.md): A guide to adjusting GST amounts on your mobile device
- [Recurring Expenses \[Mobile\]](https://help.rounded.com.au/en/articles/2300204-recurring-expenses-mobile.md): Setting up recurring expenses on the mobile app
- [Expense Categories \[Mobile\]](https://help.rounded.com.au/en/articles/2278678-expense-categories-mobile.md): Managing expense categories on mobile
- [Manage vendor information \[Mobile\]](https://help.rounded.com.au/en/articles/2278727-manage-vendor-information-mobile.md): Add, edit, or delete vendors \(so expenses stay organised\)
- [On charging expenses to a client \[Mobile\]](https://help.rounded.com.au/en/articles/2277959-on-charging-expenses-to-a-client-mobile.md): On charging an expense to a client on the mobile app
- [Deleting an expense record \[Mobile\]](https://help.rounded.com.au/en/articles/2677200-deleting-an-expense-record-mobile.md): How to delete expenses on mobile

## GST

- [Choosing GST status](https://help.rounded.com.au/en/articles/1895598-choosing-gst-status.md): How to turn GST on or off in Rounded
- [Choosing GST status \[Mobile\]](https://help.rounded.com.au/en/articles/2273025-choosing-gst-status-mobile.md): Turn GST on or off in the Rounded mobile app

## Superannuation

- [How to add super contributions](https://help.rounded.com.au/en/articles/8965579-how-to-add-super-contributions.md): Track your super contributions in Rounded
- [Manage super funds](https://help.rounded.com.au/en/articles/8965620-manage-super-funds.md): Easily add, update, or remove your super funds
- [How to add super contributions \[Mobile\]](https://help.rounded.com.au/en/articles/8978528-how-to-add-super-contributions-mobile.md): Adding super contributions in Rounded
- [Manage super funds \[Mobile\]](https://help.rounded.com.au/en/articles/8978686-manage-super-funds-mobile.md): How to manage super funds

## Projects & Time Tracking

- [Time Tracker Overview](https://help.rounded.com.au/en/articles/877876-time-tracker-overview.md): Simple options to track time and invoice accurately
- [Where do I create a new project?](https://help.rounded.com.au/en/articles/819896-where-do-i-create-a-new-project.md): Create a new project for time tracking
- [How do I track time against a project?](https://help.rounded.com.au/en/articles/819904-how-do-i-track-time-against-a-project.md): Track time for a project
- [Restarting the timer](https://help.rounded.com.au/en/articles/3177192-restarting-the-timer.md): Quick steps to restart a timer
- [Manage time entries](https://help.rounded.com.au/en/articles/3701405-manage-time-entries.md): Quickly update or remove tracked time
- [Can I manually add time spent on a project?](https://help.rounded.com.au/en/articles/819900-can-i-manually-add-time-spent-on-a-project.md): Manually log time to a project
- [Invoicing a project](https://help.rounded.com.au/en/articles/2320507-invoicing-a-project.md): Step-by-step guide to invoicing a project
- [How to mark a project as complete](https://help.rounded.com.au/en/articles/2320828-how-to-mark-a-project-as-complete.md): Quick steps to organise projects
- [How do I delete time entries?](https://help.rounded.com.au/en/articles/819907-how-do-i-delete-time-entries.md): How to remove a time entry
- [Timer Settings](https://help.rounded.com.au/en/articles/9901394-timer-settings.md): Choose your time tracking method
- [Adding projects \[Mobile\]](https://help.rounded.com.au/en/articles/2284610-adding-projects-mobile.md): How to add projects on the mobile app
- [Track time against a project \[Mobile\]](https://help.rounded.com.au/en/articles/2284586-track-time-against-a-project-mobile.md): How to track time against a project on the mobile app
- [How to edit time entries \[Mobile\]](https://help.rounded.com.au/en/articles/3701408-how-to-edit-time-entries-mobile.md): Editing time entries on the mobile app
- [Restarting the timer \[Mobile\]](https://help.rounded.com.au/en/articles/3184193-restarting-the-timer-mobile.md): How to restart the timer on the mobile app
- [Duplicate existing time entry \[Mobile\]](https://help.rounded.com.au/en/articles/2292263-duplicate-existing-time-entry-mobile.md): How to duplicate existing tracked time on the mobile app
- [Manually adding time spent on a project \[Mobile\]](https://help.rounded.com.au/en/articles/2292227-manually-adding-time-spent-on-a-project-mobile.md): How to manually add time spent on a project on the mobile app
- [Invoicing a project \[Mobile\]](https://help.rounded.com.au/en/articles/2292429-invoicing-a-project-mobile.md): How to invoice a project on the mobile app
- [Mark a project as complete \[Mobile\]](https://help.rounded.com.au/en/articles/2297676-mark-a-project-as-complete-mobile.md): How to mark a project as complete on the mobile app
- [Deleting a time entry \[Mobile\]](https://help.rounded.com.au/en/articles/2292317-deleting-a-time-entry-mobile.md): How to delete a time entry on the mobile app

## Importing your data

- [Importing client data from CSV file](https://help.rounded.com.au/en/articles/4581614-importing-client-data-from-csv-file.md): Quick Guide: Importing Clients from a CSV File
- [Importing client data from Gmail/Google Account](https://help.rounded.com.au/en/articles/4794313-importing-client-data-from-gmail-google-account.md): Quickly bring your Gmail contacts into your client list
- [Can I import my income and expense data?](https://help.rounded.com.au/en/articles/1766083-can-i-import-my-income-and-expense-data.md): Quick steps to upload your income and expenses
- [Importing Income data via CSV \[Mobile\]](https://help.rounded.com.au/en/articles/2300190-importing-income-data-via-csv-mobile.md): How to import income data on the mobile app
- [Importing Expense data via CSV or QIF \[Mobile\]](https://help.rounded.com.au/en/articles/2280966-importing-expense-data-via-csv-or-qif-mobile.md): How to import expense data on the mobile app

## Reports

- [Reports Overview](https://help.rounded.com.au/en/articles/635975-reports-overview.md): A look at the automated reports available in Rounded
- [Activity Statements](https://help.rounded.com.au/en/articles/5882602-activity-statements.md): Track and complete your GST activity in a few simple steps
- [Can I export my report data?](https://help.rounded.com.au/en/articles/783033-can-i-export-my-report-data.md): Quick steps to download your reports
- [How to check your Activity Statement \[Mobile\]](https://help.rounded.com.au/en/articles/2278181-how-to-check-your-activity-statement-mobile.md): Check your Activity Statement on the mobile app

## Sharing Rounded Data

- [Share your Rounded data with your accountant](https://help.rounded.com.au/en/articles/1818241-share-your-rounded-data-with-your-accountant.md): Granting Accountant Access to Rounded Data
- [Sharing data with your accountant \[Mobile\]](https://help.rounded.com.au/en/articles/2300775-sharing-data-with-your-accountant-mobile.md): How to share your Rounded data with your accountant via the mobile app

## Rounded for Accountants

- [Rounded Overview](https://help.rounded.com.au/en/articles/1825196-rounded-overview.md): An introduction to the Rounded App
- [Transition your clients to Rounded quickly and easily](https://help.rounded.com.au/en/articles/2263932-transition-your-clients-to-rounded-quickly-and-easily.md): Your simple 4-step start guide for clients
- [Editing data in a client file](https://help.rounded.com.au/en/articles/2102539-editing-data-in-a-client-file.md): How to access a client file to make edits and changes