Try Bookkeeper Dashboard yourself

Follow these 11 steps in your free trial and you will have used most of the app, in about 65 minutes. Use made-up clients if you like. Nothing here needs a real client.

Start your free 7-day trial, or sign in if you already have one.

1. Step 1 · about 5 min · Clients

   Add a practice client

   • Open Clients in the left menu and add a new client.
   • Use made-up details if you prefer, for example "Harbour Cafe Pty Ltd". You can delete it afterwards.

   You should see: The client now has its own page. Everything else in this tour hangs off that page.

2. Step 2 · about 10 min · Clients, then Proposals

   Send a proposal and get it e-signed

   • From your client's page, create a proposal. Pick your services and set a price.
   • Send it to an email address you can open yourself, such as a second email of yours.
   • Open the email, view the proposal and sign it as your "client".

   You should see: The proposal moves to Accepted in Proposals, and the signed copy is stored for you.

3. Step 3 · about 5 min · Clients

   See what your client sees: the client portal

   • Open your client and choose Copy Portal Link.
   • Paste the link into a private (incognito) window.

   You should see: A branded space where a client can see their documents and upload receipts. It carries your practice name, not ours.

4. Step 4 · about 5 min · Job Templates

   Set up recurring work with a job template

   • Open Job Templates and choose a system template, such as a monthly bookkeeping job.
   • Apply it to your client.

   You should see: A set of dated tasks appears for that client, one per step.

5. Step 5 · about 5 min · Tasks

   Work your tasks

   • Open Tasks and find the tasks the template created.
   • Tick one off and change a due date.

   You should see: Overdue and due-soon work is flagged in the menu so nothing slips.

6. Step 6 · about 5 min · Chat with Sage

   Ask Sage, your practice advisor

   • Open Chat with Sage and ask a real question, such as "What is the due date for my client's quarterly BAS?".

   You should see: An answer in plain English. Sage knows Australian BAS and the financial year runs 1 July to 30 June.

7. Step 7 · about 5 min · Meetings, then Appointment Booking

   Let clients book you

   • Open Appointment Booking, add a meeting type, set your Availability, and copy your booking link.
   • Open the link in a private window and book a slot.

   You should see: The booking lands on your calendar and your client gets a confirmation.

8. Step 8 · about 5 min · Tools, then Intake Forms

   Collect client details with an intake form

   • Open Intake Forms and choose New form, then open its public link.
   • Fill it in as a new client would.

   You should see: The response appears under Responses, ready to turn into a client.

9. Step 9 · about 5 min · My Documents

   Try the document library

   • Open My Documents and browse the templates.
   • Generate one for your client.

   You should see: A finished, editable document with your practice details already filled in.

10. Step 10 · about 5 min · Tasks, then Review Time

    Track time

    • In Tasks, press Timer on a task, work for a minute, then stop it.
    • Open Review Time to check any time the app captured automatically, and accept or dismiss it.

    You should see: Accepted time feeds the Time Report so you can see what each client is really worth.

11. Step 11 · about 10 min · Practice Setup, then Integrations

    Connect Xero or QuickBooks (optional)

    • Connect a Xero or QuickBooks organisation, even a demo one.
    • Open the Xero Health Check and the Unreconciled Report.
    • Flag an unreconciled item and request a receipt from your client.

    You should see: Your client gets a request, uploads a receipt in their portal, and it arrives pre-matched in Receipts.

    These features need Xero or QuickBooks. If your clients use MYOB, skip this step and join the MYOB waitlist.

Stuck on a step? Ask Jack, the support assistant, inside the app, or email support@bookkeeperdashboard.com.au.