Docs

The guides for SlowBooks Pro v2.31.4. Each one also downloads as a single HTML file you can keep: open the guide and choose Download this guide.

Getting started

Features overviewEverything SlowBooks Pro does, area by area.
Installing SlowBooks ProThe Windows installer, the macOS app, Docker, and native installs on Linux and macOS.
Server Edition setupThe same Windows install serves the whole office: sign-ins, roles, an audit trail, several companies.
Hosting on a cloud serverA small Linux VPS with Docker, a reverse proxy, a real certificate and backups that leave the machine.
HTTPS with a proxyPut Caddy, nginx or Traefik in front of a server, and check that it works.

Moving from QuickBooksBring your lists and history over from QuickBooks Desktop or QuickBooks Online.
Moving from MYOBExport three files from MYOB, try them, then import.

BankingThe register, transfers, bank feeds and file imports, and reconciling.
Contractor modeCost codes, estimates, contracts, change orders, progress billing, retainage and job reports.
Nonprofit modeFunds, grants, gifts and acknowledgments, month end and year end, and the statements.
Payroll and HROnboarding, time off, deductions, tax forms, the employee portal and direct deposit.
State withholdingHow each state's withholding is figured, with the bracket schedules.
Working with your accountantA sign-in for your accountant, the reports to send them, and what to do if they use QuickBooks Desktop.
Contact support from the appHow the Contact support form works and what it sends.

Bank feeds with SimpleFINPull transactions straight from your bank; you hold the bank credential, not SlowBooks.
MercuryDeposits and withdrawals from Mercury into Banking's To review list.
Stripe paymentsA Pay Online link on emailed invoices, recorded in the books when the customer pays.
Square paymentsTake invoice payments through Square, alongside Stripe or PayPal.
PayPal paymentsTake invoice payments through PayPal, alongside or instead of Stripe.
Cloudflare AI gatewayOptional: run the AI features through your own Cloudflare account, so the AI credentials never touch SlowBooks' database.

Encrypting the company fileLock a company with your password and a recovery key.
Security hardeningHow the server is hardened, the OWASP Top 10, and a production checklist.
HIPAA assessmentWhether HIPAA applies, and how the security controls map to its Security Rule.
Operations runbookBackups, key rotation, monitoring, several companies on a server, restarts and logs.
AccessibilityScreen readers, keyboards and contrast in both themes.

Using SlowBooks with an AI agentThe API, the safety model and the agent instructions template; every API operation is in the API index there.
ChangelogWhat changed in each release.
Getting helpEmail support@slowbookspro.com; no GitHub account needed.