Toozi
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HELP CENTER
How can we help?
Everything you need to get started and make the most of Toozi.
Getting Started
How do I connect my bank account?
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How do I send my first invoice?
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How do I set up SMS?
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What's the first thing I should do after signing up?
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Using Your Agents
TooziPay — Invoicing & Payments
How do I send an invoice?
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Can clients pay online?
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How do I track who's paid?
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TooziBooks — Bookkeeping
How do I log an expense?
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Does it categorize expenses automatically?
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Can I see my profit and loss?
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TooziBills — Bills & Budget
How does bill tracking work?
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Can I set budget limits?
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Will it remind me about upcoming bills?
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TooziTime — Time Tracking
How do I track billable hours?
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Can I invoice from tracked time?
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Does it sync with my calendar?
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TooziAdmin — Compliance
What compliance tasks does it track?
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How far in advance will it remind me?
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Can I add custom compliance tasks?
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TooziSales — Sales Tax
How does sales tax tracking work?
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Does it file sales tax for me?
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Which states does it support?
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Troubleshooting
SMS isn't working — what do I do?
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My bank connection won't sync.
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My invoice isn't sending.
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I'm seeing incorrect tax estimates.
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