Find your way around the app

Tallibook works the same on a phone and a computer. Only the menus move.

On a phone

The tab bar at the bottom has:

• Today: your home screen, with what needs you.
• Money: money in, money out, mileage, imports and your To review list.
• + (the big violet button): add something fast.
• People: your customers, jobs, invoices and meetings. Switch between them with the tabs at the top.
• Reports: tax-ready summaries, downloads and your tax season pack.

Tap the + to add an Expense, Income, Trip, Customer, Invoice, or to Record a meeting. The big Snap a receipt card is at the top. Under One tap repeats, your two most recent trips are ready to log again.

Tap your initials in the top right for Settings, More, the light or dark look (Appearance) and Sign out. More lists everything that isn't in the tab bar: recurring charges, products and services, categories, your team, Move to Tallibook and Help.

The pill in the top left shows your business. Tap it to switch businesses.

On a computer

Everything is in the sidebar on the left: Add something (the same choices as the +), Today, Money, Customers, Jobs, Invoices, Meetings, Reports, Help and Settings. Your business and your account are at the bottom.

Inside Money

Money has its own tabs: Overview, To review, Expenses, Income, Mileage, Vendors, Vehicles, Import and Rules. A number on the Money tab means items are waiting in To review.

Getting help

Look for the ? button at the top of a screen. It opens the help article for that screen. The full help center is under Help in the sidebar, or More → Help on a phone.