> ## Documentation Index
> Fetch the complete documentation index at: https://zenofirm.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Bookkeeping with Zeno

> Connect your books, prepare the work, and review what posts. Practical guides for bookkeepers and the people who review their work.

<div className="zeno-home" />

<span id="where-it-runs" />

## Get set up

Choose the guide for your QuickBooks edition.

<CardGroup cols={2}>
  <Card title="The firm workspace" icon="building" href="/docs/cloud/getting-started" cta="Set up your workspace" arrow>
    **QuickBooks Online · In your browser**

    Connect a company, invite your colleagues, and prepare client work for review.
  </Card>

  <Card title="Zeno for QuickBooks Desktop" icon="desktop" href="/docs/quickbooks-desktop/install" cta="Set up your workstation" arrow>
    **QuickBooks Desktop · On Windows**

    Install Zeno on the QuickBooks computer and connect your first company file.
  </Card>
</CardGroup>

<span id="common-starting-points" />

## What are you working on?

<div className="zeno-task-table">
  | Your next job | Firm workspace | QuickBooks Desktop |
  | - | - | - |
  | Code a bank or card statement | [Work bank transactions](/docs/cloud/bank-feeds) | [Work bank transactions](/docs/quickbooks-desktop/bank-feed) |
  | Turn bills or receipts into a plan | [Work the document inbox](/docs/cloud/documents) | [Prepare your first batch](/docs/quickbooks-desktop/first-batch) |
  | Check proposed entries before posting | [Review and approve work](/docs/cloud/governed-work) | [Review a batch](/docs/quickbooks-desktop/first-batch#reading-the-table) |
  | Find work that needs attention | [Use the console](/docs/cloud/console) | [Use the local console](/docs/quickbooks-desktop/console) |
  | Connect Claude, ChatGPT, or another AI client | [Connect your assistant](/docs/cloud/clients) | [Connect your assistant](/docs/quickbooks-desktop/clients) |
  | Fix a connection problem | [Troubleshoot the workspace](/docs/cloud/troubleshooting) | [Check your workstation](/docs/quickbooks-desktop/install#when-something-isnt-working) |
</div>

<span id="how-a-write-happens" />

## Know what happens to the books

QuickBooks holds your accounting records. Zeno keeps the proposed work,
your review decisions, and the record of what it posted.

<ol className="zeno-workflow" aria-label="From proposed work to a checked posting">
  <li><span>01 · YOUR ASSISTANT</span><strong>Prepare</strong><small>Draft entries from your documents, instructions, and saved rules.</small></li>
  <li className="zeno-review"><span>02 · YOU</span><strong>Review</strong><small>Check the company, dates, amounts, coding, and warnings.</small></li>
  <li><span>03 · ZENO</span><strong>Post</strong><small>Apply the approved work to QuickBooks and record the result.</small></li>
  <li><span>04 · YOU</span><strong>Check</strong><small>Confirm what posted and follow up on anything that failed.</small></li>
</ol>

Planning a batch does not post it. Start with a small batch you can check
against its source, then use the same review process for larger jobs.

## Find the right kind of help

<CardGroup cols={2}>
  <Card title="Setting up a team?" icon="users" href="/docs/cloud/team">
    Give bookkeepers and reviewers the access they need in the firm workspace.
  </Card>

  <Card title="Building an AI integration?" icon="code" href="/docs/cloud/tools">
    Read the hosted tool reference for capabilities, restrictions, and supported workflows.
  </Card>
</CardGroup>

Local integrations use the [Desktop tool reference](/docs/quickbooks-desktop/tools).

If a guide does not answer your question, [contact Zeno support](https://zenofirm.com/support).
Include which edition you use and the step where you got stuck.


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