# Zeno

> Practical Zeno guides for bookkeepers: connect a company, prepare the work, review it, and check what posted.

- [Bookkeeping with Zeno](https://zenofirm.com/docs/index.md): Connect your books, prepare the work, and review what posts. Practical guides for bookkeepers and the people who review their work.
- [Work in the firm workspace](https://zenofirm.com/docs/cloud/index.md): Prepare and review bookkeeping work for your QuickBooks Online clients from one workspace.
- [Set up your first company](https://zenofirm.com/docs/cloud/getting-started.md): Create a workspace, connect your AI assistant, and check that it can read your QuickBooks Online company.
- [Connect your AI assistant](https://zenofirm.com/docs/cloud/clients.md): Connect an AI client to the firm workspace so it can read the books and prepare work for review.
- [Connect companies and check sync status](https://zenofirm.com/docs/cloud/connections.md): Add a QuickBooks Online company, check when its data last synced, and recover a connection.
- [Work bank and card transactions](https://zenofirm.com/docs/cloud/bank-feeds.md): Bring in a statement or bank feed, check the coding and matches, and review a plan before it posts.
- [Process bills, receipts, and statements](https://zenofirm.com/docs/cloud/documents.md): Add documents to the inbox, assign the client, and prepare bookkeeping work from the evidence.
- [Submit and review expense claims](https://zenofirm.com/docs/cloud/expenses.md): Collect a receipt and business purpose, review the claim, and prepare approved charges for posting.
- [Ask a client for missing information](https://zenofirm.com/docs/cloud/client-questions.md): Record questions about the books and keep the answers with the work they explain.
- [Import a spreadsheet or company data](https://zenofirm.com/docs/cloud/imports.md): Prepare a reviewable batch from a spreadsheet, an export, or a company migration.
- [Update or correct transactions in bulk](https://zenofirm.com/docs/cloud/bulk-operations.md): Select the records, review the proposed changes, and check the result before moving on.
- [Review and approve work](https://zenofirm.com/docs/cloud/governed-work.md): Check a proposed batch, approve the entries you want, and verify what reached QuickBooks Online.
- [Find and review work in the console](https://zenofirm.com/docs/cloud/console.md): Find outstanding work, inspect plans, and trace what happened across your clients.
- [Set up recurring bookkeeping work](https://zenofirm.com/docs/cloud/cadence.md): Schedule repeat jobs, check what is due, and follow up on work that needs attention.
- [Choose your work notifications](https://zenofirm.com/docs/cloud/notifications.md): Choose how Zeno tells you about work that needs attention and scheduled results.
- [Give your team the right access](https://zenofirm.com/docs/cloud/team.md): Invite colleagues, assign preparation and approval roles, and limit access to client companies.
- [Fix a workspace or connection problem](https://zenofirm.com/docs/cloud/troubleshooting.md): Check sign-in, AI authorization, company sync, plans, and bank connections before retrying.
- [Work with QuickBooks Desktop](https://zenofirm.com/docs/quickbooks-desktop/index.md): Prepare bookkeeping work with your AI assistant and review it before Zeno posts to your company file.
- [Install Zeno on your QuickBooks computer](https://zenofirm.com/docs/quickbooks-desktop/install.md): Install the Windows app, connect your AI client, and check that it can reach QuickBooks Desktop.
- [Connect your first company file](https://zenofirm.com/docs/quickbooks-desktop/setup-companies.md): Use the Setup Center to authorize a company, build its local copy, and check the connection.
- [Connect your AI assistant](https://zenofirm.com/docs/quickbooks-desktop/clients.md): Check which clients the installer connected and configure a missing connection on the QuickBooks computer.
- [Prepare and review your first batch](https://zenofirm.com/docs/quickbooks-desktop/first-batch.md): Start with a small set of entries, check the proposed work, and verify what Zeno posts to QuickBooks Desktop.
- [Work a bank or card statement](https://zenofirm.com/docs/quickbooks-desktop/bank-feed.md): Import a statement, check what is already in QuickBooks, and prepare the remaining transactions for review.
- [Ask your first questions about the books](https://zenofirm.com/docs/quickbooks-desktop/first-questions.md): Check a company, compare periods, or ask a question across registered clients.
- [Common bookkeeping jobs](https://zenofirm.com/docs/quickbooks-desktop/recipes.md): Use practical examples for batches, reports, corrections, and saved rules.
- [Review work in the local console](https://zenofirm.com/docs/quickbooks-desktop/console.md): Inspect proposed plans, review lines, and trace the history of posted runs.
- [Save rules and client knowledge](https://zenofirm.com/docs/quickbooks-desktop/memory.md): Keep the decisions, facts, and procedures that should guide the next job.
- [Check the data behind an answer](https://zenofirm.com/docs/quickbooks-desktop/questions.md): Understand when an answer uses the local copy and when it comes directly from QuickBooks.
- [Work with several company files](https://zenofirm.com/docs/quickbooks-desktop/companies.md): Register the companies you work on and understand which files QuickBooks can open at the same time.
- [Share review and history with your team](https://zenofirm.com/docs/quickbooks-desktop/shared-journal.md): Set up one journal so colleagues can prepare and review work from different workstations.
- [Update Zeno on a workstation](https://zenofirm.com/docs/quickbooks-desktop/updating.md): Install an update and check that your company and AI connections still work.
- [Choose a Desktop licence](https://zenofirm.com/docs/quickbooks-desktop/plans.md): Compare Core, Practice, and Enterprise entitlements and find the licence for your work.
- [Check supported operations and limits](https://zenofirm.com/docs/quickbooks-desktop/limits.md): Check what Zeno and the QuickBooks Desktop SDK support before choosing a workflow.
- [Find and protect your local data](https://zenofirm.com/docs/quickbooks-desktop/your-data.md): Understand where Zeno stores company information, credentials, and work history.
- [Choose a local or hosted connection](https://zenofirm.com/docs/quickbooks-desktop/which-connection.md): Compare how Zeno connects to QuickBooks and choose the setup that fits where the company runs.
- [Run Zeno alongside QuickBooks sync](https://zenofirm.com/docs/quickbooks-desktop/alongside-qbwc.md): Understand how the local Zeno connection works alongside an existing QuickBooks Web Connector setup.
- [Firm workspace tool reference](https://zenofirm.com/docs/cloud/tools.md): MCP tools for integrations with the hosted workspace: capabilities, restrictions, and links to workflow guides.
- [QuickBooks Desktop tool reference](https://zenofirm.com/docs/quickbooks-desktop/tools.md): MCP tools for local integrations: reading, planning, posting, and investigating company-file work.


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