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Arko, the GlacialBooks bookkeeping guide

Help Center

Answers, in plain words.

Follow a task step by step, or ask Arko for the answer and the exact place to make the change.

Connect financial accounts

Add a supported bank through Plaid or create a manual account for CSV and Excel statement imports.

  1. Open Banking.
  2. Choose Connect bank or Add manually.
  3. Map each bank account to its bookkeeping account.
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Review transactions

Open a transaction to inspect its source, category, match, receipt, and job allocation.

  1. Open Transactions.
  2. Filter unmatched or uncategorized activity.
  3. Click a row to inspect it or ask Arko to trace it.
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Reconcile activity

Run auto-match, review confidence, and connect bank activity to posted accounting entries.

  1. Open Reconciliation.
  2. Run Auto-Match.
  3. Open a row and confirm the right posted entry.
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Receipts, invoices, and bills

Upload receipts, split their items by job, bill customers, and approve vendor costs.

  1. Open Imports and choose Receipts.
  2. Upload a PDF or image and review extracted items.
  3. Allocate each item to the related job before posting.
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Job allocations and splits

Assign one transaction, receipt item, or payroll cost across one or several jobs by amount or percentage.

  1. Open Transactions and select the activity to allocate.
  2. Choose Job allocation, then add one or more jobs.
  3. Enter amounts or percentages that total the full allocated value, then save.
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Variance and automation policies

Set when Arko should flag unusual job results and how confident automation must be before acting.

  1. Open Organization Settings and expand Variance & Automation Policies.
  2. Set material dollar and margin thresholds for your business.
  3. Set the confidence floor, save, and review exceptions in Accuracy Review.
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Chart of accounts

Use the ready-to-go service-business categories, rename them in plain language, and turn off unused defaults.

  1. Open Chart of Accounts and select a row.
  2. Rename it or improve its description so the category is clear.
  3. Turn off an unused category. Core receivable, payable, and retained earnings accounts remain active.
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P&L and reports

Review profit and loss, cash flow, balance sheet, aging, job profitability, and source lineage.

  1. Open Reports.
  2. Choose the statement and reporting period.
  3. Open a row to follow it back to source entries.
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Imports and integrations

Migrate from another bookkeeping platform or upload bank and payroll files while more connections roll out.

  1. Open Imports.
  2. Choose transactions, payroll, receipts, or migration.
  3. Download the template, map columns, review, and import.
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Plans and billing

Review your plan, payment method, invoices, connection allowance, and subscription status.

  1. Open Settings and Subscription.
  2. Review the plan comparison.
  3. Choose a plan or manage the current subscription.
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Account and access

Manage your secure sign-in profile, team roles, active devices, and support access grants.

  1. Open Settings and Account.
  2. Use Manage to review sign-in security.
  3. Use Team or Support to manage access.
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Still need help?

Ask Arko in your workspace for immediate account-aware guidance, or send a request to the support team.

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