Getting started

1. Sign up at app.riverbooks.ai and create your business. Your free trial starts right away; no card is needed.
2. Follow the setup checklist on Home. It asks for your business details, how the business is organized (sole proprietor or single-member LLC), what it does, your Washington excise account and filing frequency, and your federal filing status. You can skip any step and come back.
3. Connect money in and out: link your bank and card accounts in Banking, and turn on online payments in Settings → Payments.
4. Bring your history, if you have one: see Moving from QuickBooks Online.

Where things are

• Home: what needs attention, cash, what customers owe, and what’s due next.
• River: ask questions about your books.
• Schedule, Invoices, Customers: booking work and billing for it.
• Banking, Expenses: money in and out, receipts, mileage, bills.
• Taxes: Washington excise returns and federal estimates.
• Reports: profit and loss, balance sheet, trial balance and account registers, on a cash or accrual basis.
• Settings: business profile, invoicing, payments, scheduling, team, billing and security.