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Make the most of every solution Quipu offers to grow your business
Categories
First steps
First steps
Discover Quipu's features to get the most out of the platform.
Importing historical data
Learn how to enter all your past income and expense information.
Create an income invoice
Create your first income invoice and analyse how your invoicing evolves.
Create an expense invoice
Discover the different ways you can record your expenses in Quipu.
Upload income with the scanner
Learn how to digitise your income receipts and invoices with our OCR scanner.
Upload expenses with the scanner
Discover how to record your expense invoices and receipts quickly and easily.
Connect banks
Learn how to connect your bank account in Quipu step by step.
Bank reconciliation
Get the most out of the banking panel with bank reconciliation.
Cash flow
Set up the cash flow section to understand your business's financial situation.
Setup
Basic setup
Set up your account with the essential information to speed up your use of the platform.
Invoice setup
Discover how to configure all your invoicing information for a smooth rollout.
Numbering setup
Learn how to create numbering series for receipts and invoices.
Chart of Accounts setup
Set up your chart of accounts to match your accounting software.
Historical data import setup
Discover how to enter all your past income and expense information.
Contacts and products
Importing historical data
Learn how to enter all your past income and expense information.
Products
We'll show you how to create products on our platform.
Contacts
Learn how to create contacts on our platform.
Merging contacts
Discover the purpose of merging duplicate contacts and how to do it.
Income - sales
Income screen
Understand the income screen and learn what you can do with the receipts and invoices you register.
Import income
Discover the different options for importing income into Quipu.
Create an income invoice
Create your first income invoice and analyse how your invoicing evolves.
Generate income
Learn how to create income receipts and invoices step by step.
Upload income with the scanner
Discover the three different ways to register your income documents with the OCR scanner.
Income scanner
Learn step by step how to digitize invoices and receipts with our OCR scanner.
Recurring income
Set up your recurring income so you don't have to create invoices manually.
Purchases - expenses
Create an expense invoice
Discover the different ways you can record your expenses in Quipu.
Enter expenses
Learn how to digitize your expense invoices and receipts quickly and easily.
Expense processing
Understand how expense processing works when you add receipts and invoices to the platform.
Recording payroll
Learn how to record the expense of payroll on the platform.
Banking
Connect banks
Learn how to connect your automatic bank account in Quipu step by step.
Bank reconciliation
Get the most out of the banking panel with bank reconciliation.
Bank remittances
Learn how to pay or collect a set of invoices all at once.
Reconciliation with documents
Discover how to reconcile your bank transactions with the corresponding documents.
Managing transactions in a manual account
Discover the benefits of connecting a manual bank account and how to manage it.
Reconcile transactions with accounting accounts
Learn in which situations you should reconcile against accounting accounts and how to do it.
Commercial documents
Commercial documents
Learn how to create and cross-reference quotes, orders, delivery notes, and invoices.
Taxes
Taxes
Learn how to auto-fill tax forms in Quipu.
Accountancy service
Discover how to stop worrying about your tax and accounting obligations.
Cash flow
First steps
Set up the cash flow section to understand your business's financial situation.
Treasury management
Understand the importance of controlling cash flow and its benefits.
Analytics and reports
Analytics dashboard
Learn how to categorize and group income and expenses to analyze your business's profitability.
Integrations - API
Automate your invoicing with Quipu
Discover how you can automate and centralize your invoicing in Quipu.
Quipu - Stripe integration
Learn how to connect Stripe with Quipu step by step and the benefits of the integration.
Integrate your Prestashop invoicing with Quipu
Learn how to connect your Prestashop account with Quipu.
What is Zapier?
Understand how Zapier can help you automate your business's invoicing.
How to connect Quipu with Zapier
We'll walk you through, step by step, how to connect and set up Quipu with Zapier.
Create automatic invoices with Shopify and Quipu (via Zapier) - Trigger
Learn how to set up the trigger and the different information fields.
Create automatic invoices with Shopify and Quipu (via Zapier) - Action
Set up the action and the different information fields for the Shopify integration.
Create automatic invoices in Woocommerce ⎮ Setting up the Trigger in Zapier
We'll show you how to set up the Woocommerce Zapier extension and the trigger event.
Create automatic invoices in Woocommerce ⎮ Setting up the Action in Zapier
Learn step by step how to set up the action in Zapier for the Woocommerce platform.
Automate PayPal invoicing with Quipu (via Zapier) ⎮ Trigger and Action
We'll show you how to set up the trigger and action in Zapier to connect it with the PayPal gateway.
Automate Stripe invoicing with Quipu (via Zapier) ⎮ Trigger and Action
Learn how to set up the trigger and the action in Zapier to connect it with the Stripe gateway.
Email the invoice to your e-commerce customer ⎮ Automated via Zapier
Discover how to automate sending invoices from your e-commerce or payment gateway to your customers.
How to automate corrective invoices ⎮ Refunds in e-commerce and payment gateways
Learn how to automate corrective invoices from your e-commerce or payment gateway.
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