Bookwise Support

We usually reply within one business day.

Need help with Bookwise? Email hello@thezenbookkeeper.com and a real person will get back to you. You can also use the Report Bug option inside the app.

Quick answers

• I cannot log in. Use the password reset link on the sign-in page, or sign in with the Google account you originally used.
• How do I connect my bank? Go to Settings, then Connected Apps, and choose Connect next to your bank. Bookwise uses Plaid, so you sign in at your bank directly and Bookwise never sees your bank password.
• Where do my receipt photos go? If you connect Google Drive, they are stored in a folder called Bookwise Receipts inside your own Drive. They stay yours.
• How do I get my numbers to my CPA? Open Reports and choose Export for My CPA. It downloads a spreadsheet your CPA can work with directly.
• How do I close my account? Email us and we will take care of it. Your data is deleted within 30 days of closure.

Privacy

Details on what Bookwise stores and how it is protected are in the Bookwise privacy policy.