Frequently Asked Questions

BaseLedgerPro is double-entry accounting software for small businesses — built by accountants for people who aren't accountants. It handles bookkeeping, invoicing, bill tracking, bank reconciliation, payroll integration, and financial reporting in one place. We also offer industry-specific editions for real estate investors and law firms.

Yes — every plan comes with a 14-day free trial, no credit card required. You can connect your bank accounts, send invoices, and use every feature before you decide. At the end of the trial, choose a plan to continue or let it expire.

No. BaseLedgerPro handles double-entry bookkeeping in the background. You enter transactions — a sale, an expense, a bill — in plain language. The debits and credits are created automatically, and your financial reports are always current.

BaseLedgerPro is simpler and more focused. QuickBooks has decades of features that most small businesses never use — and a price tag to match. BaseLedgerPro covers everything a typical small business needs at a fraction of the cost, with industry-specific editions built from the ground up for real estate investors and law firms rather than generic "construction" or "legal" overlays on a general product.

Yes. BaseLedgerPro includes a QuickBooks import tool that accepts your QB General Ledger export, maps your existing accounts, and creates opening balances so you can start from exactly where you left off without re-entering historical data.

BaseLedgerPro generates all standard financial reports: Profit & Loss, Balance Sheet, Cash Flow Statement, Trial Balance, General Ledger, and Accounts Receivable/Payable aging reports. You can export any report as PDF or Excel. Reports update in real time as you record transactions.

Yes. Create and send professional invoices by email, track payment status, send reminders, and accept online payments via Stripe. Accounts receivable aging reports show what's current, 30-day, 60-day, and 90+ day overdue.

Yes. Enter vendor bills, track due dates, and pay them with checks, ACH, or mark as paid. AP aging reports keep you on top of what's due and when.

BaseLedgerPro connects to your bank through Plaid, a bank-level secure connection service. Transactions sync automatically — typically within 24 hours of posting. You categorize and approve imported transactions; the system learns your preferences and auto-categorizes recurring transactions over time.

Yes. You can invite team members and your CPA or bookkeeper as collaborators. Each user has their own login with role-based permissions — so your accountant can review and adjust entries while an employee can enter expenses but not view payroll.

Plans differ by the number of users and advanced features like budgeting, project tracking, and inventory. Every plan includes unlimited transactions, bank connections, all core accounting features, and financial reports. See the full breakdown on our pricing page.

Yes. Upgrade or downgrade at any time from your account settings. Upgrades are prorated and take effect immediately; downgrades take effect at the start of the next billing period.

Yes — annual billing saves approximately two months compared to monthly pricing. Switch to annual from your account settings at any time.

Yes. BaseLedgerPro Real Estate is built specifically for landlords and investors — with entity-per-LLC structure, rent tracking, tenant portals, security deposit accounting, Schedule E reporting, and property management firm support.

Yes. BaseLedgerPro Legal is built for law firms — with IOLTA trust accounting, per-client ledgers, three-way reconciliation, time tracking, matter management, and settlement statements.

Yes. All data is encrypted in transit (TLS) and at rest. Bank connections use Plaid's read-only access — BaseLedgerPro never stores your bank credentials. Data is backed up daily. Two-factor authentication is available on all plans.

All plans include email support with a one business day response target. Higher plans include priority support. You can also access this resources library and the in-app help documentation.

Yes. Export your transactions, journal entries, and all financial reports at any time. You're never locked in — your data is accessible and exportable in standard formats throughout your subscription and after cancellation.