# Tyms Help Center

> Help center for useadam.io

## Bank Transactions Categorization

- [How to Auto-Connect Your Bank and Sync Records for Categorization](https://help.usetyms.com/en/articles/11187576-how-to-auto-connect-your-bank-and-sync-records-for-categorization.md): Connect your U.S. bank and let Adam auto-categorize your transactions
- [How to Manually Upload Bank Statements for Reconciliation](https://help.usetyms.com/en/articles/11481676-how-to-manually-upload-bank-statements-for-reconciliation.md): Prepare and upload statements for automatic categorization.
- [How to Manually Categorize Your Bank Statements](https://help.usetyms.com/en/articles/11481844-how-to-manually-categorize-your-bank-statements.md): Learn how to manually adjust entries even after transaction have be auto-categorized
- [How to Search and Filter Your Bank Transactions](https://help.usetyms.com/en/articles/11484848-how-to-search-and-filter-your-bank-transactions.md): Learn how to quickly locate and organize bank transactions using smart search and filter tools
- [How to Edit and Manage Bank Transactions](https://help.usetyms.com/en/articles/11484885-how-to-edit-and-manage-bank-transactions.md): Learn how to update transaction details directly in the Bank Transactions Table in Tyms.
- [How to Duplicate a Bank Transaction](https://help.usetyms.com/en/articles/11484920-how-to-duplicate-a-bank-transaction.md): Quickly create a copy of an existing transaction in Adam
- [How to Delete a Bank Transaction](https://help.usetyms.com/en/articles/11484936-how-to-delete-a-bank-transaction.md): Remove one or multiple transactions to keep your records accurate and clutter-free
- [How to Export Your Bank Transactions](https://help.usetyms.com/en/articles/11484952-how-to-export-your-bank-transactions.md): Download your transaction records as an Excel file for offline use, reporting, or sharing
- [How Bank Sync & Categorization Works with Adam](https://help.usetyms.com/en/articles/13429256-how-bank-sync-categorization-works-with-adam.md): Keeping your books clean shouldn’t require manually categorizing bank transactions every month. Adam helps you automate this process by using bank rules, so once you set them up, transactions are c...
- [How to Manually Categorize Your Transactions](https://help.usetyms.com/en/articles/15023513-how-to-manually-categorize-your-transactions.md): Learn how to review and update categorized transactions to keep your financial reports accurate.
- [How to Upload Bank Statement for Bulk Rule Processing](https://help.usetyms.com/en/articles/15861575-how-to-upload-bank-statement-for-bulk-rule-processing.md): Import bank statements into Tyms with the Import Manual Excel feature.

## Chart of Accounts & Journals

- [Adding Chart of Accounts Using Prompts](https://help.usetyms.com/en/articles/11393616-adding-chart-of-accounts-using-prompts.md): Learn how to add accounts to your Chart of Accounts using simple prompts with Adam
- [How to Import Multiple Chart of Accounts Records](https://help.usetyms.com/en/articles/11393961-how-to-import-multiple-chart-of-accounts-records.md): Learn how to import multiple account records to your Chart of Accounts with Adam’s assistance.
- [How to Search and Filter Your Chart of Accounts](https://help.usetyms.com/en/articles/11394300-how-to-search-and-filter-your-chart-of-accounts.md): Learn how to quickly find and organize accounts in your Chart of Accounts using search and filter options
- [How to Edit a Chart of Accounts Record](https://help.usetyms.com/en/articles/11394350-how-to-edit-a-chart-of-accounts-record.md): Learn how to edit account details like name, code, type, and opening balance directly from your Chart of Accounts table.
- [How to Rename a Chart of Accounts](https://help.usetyms.com/en/articles/11394524-how-to-rename-a-chart-of-accounts.md): Rename a Chart of Accounts record quickly using the Rename Account option in the Row Action menu.
- [How to Delete Chart of Accounts Records](https://help.usetyms.com/en/articles/11394402-how-to-delete-chart-of-accounts-records.md): Remove one or multiple Chart of Accounts records using the Row Action feature for cleaner data and better organization.
- [How to Export Your Chart of Accounts](https://help.usetyms.com/en/articles/11187586-how-to-export-your-chart-of-accounts.md): Learn how to download your chart of accounts as an Excel file for offline use or sharing.
- [How to View the General Ledger for an Account](https://help.usetyms.com/en/articles/11394838-how-to-view-the-general-ledger-for-an-account.md): Quickly access the General Ledger for any account to review all related journal entries and track transactions.
- [Adding Journal Entries Using Prompts](https://help.usetyms.com/en/articles/11394920-adding-journal-entries-using-prompts.md): Learn how to add journal entries quickly and easily using simple natural language prompts with Adam.
- [How to Import Multiple Journal Entries](https://help.usetyms.com/en/articles/11402210-how-to-import-multiple-journal-entries.md): Learn how to upload multiple journal entries at once with Adam’s assistance.
- [How to Search and Filter Your Journal Entries](https://help.usetyms.com/en/articles/11402869-how-to-search-and-filter-your-journal-entries.md): Learn how to quickly find and organize journal entries using built-in search and filter tools.
- [How to Edit a Journal Entry](https://help.usetyms.com/en/articles/11402913-how-to-edit-a-journal-entry.md): Learn how to update journal details on Adam
- [How to Duplicate a Journal Entry](https://help.usetyms.com/en/articles/11403018-how-to-duplicate-a-journal-entry.md): Quickly create a copy of an existing journal entry using the Duplicate feature in the Row Action menu.
- [How to Delete a Journal Entry](https://help.usetyms.com/en/articles/11403075-how-to-delete-a-journal-entry.md): Remove one or multiple journal entries using the Row Action feature for cleaner records and accurate financial tracking
- [How to Export Your Journals](https://help.usetyms.com/en/articles/11403141-how-to-export-your-journals.md): Download your journal entries as an Excel file for offline analysis or sharing with your team.
- [How to View and Manage Journal Entries](https://help.usetyms.com/en/articles/11403180-how-to-view-and-manage-journal-entries.md): See all line-by-line records inside a journal entry and make updates as needed
- [How to Manage your Fixed Asset](https://help.usetyms.com/en/articles/13335552-how-to-manage-your-fixed-asset.md): Learn how to add fixed assets, and reconcile asset payments with bank transactions in Adam.
- [Create and Record Journal Entries](https://help.usetyms.com/en/articles/13868498-create-and-record-journal-entries.md): Journals allow you to record transactions that do not originate from invoices, bills, bank feeds, or payroll. This guide explains what a journal entry is, how to create one using Adam how to recor...
- [Create and Manage Your Chart of Accounts](https://help.usetyms.com/en/articles/14019226-create-and-manage-your-chart-of-accounts.md): The Chart of Accounts is the foundation of your financial records. It organizes all the accounts used to record your business transactions, helping you track assets, liabilities, income, and expens...
- [How to Add a Fixed Asset Manually on Tyms](https://help.usetyms.com/en/articles/15932225-how-to-add-a-fixed-asset-manually-on-tyms.md): Learn how to add a fixed asset manually, set up its depreciation schedule, and manage it going forward
- [Adding Fixed Assets Using Prompts](https://help.usetyms.com/en/articles/15932323-adding-fixed-assets-using-prompts.md): Learn how to add fixed asset records quickly and easily using natural language prompts with Adam
- [How to create manual journal entry on Tyms web application](https://help.usetyms.com/en/articles/15946248-how-to-create-manual-journal-entry-on-tyms-web-application.md): Learn how to record financial transactions manually using journal entries, ensure double-entry compliance, and manage them within your general ledger.
- [How to Import Fixed Assets in Bulk on Tyms](https://help.usetyms.com/en/articles/15947273-how-to-import-fixed-assets-in-bulk-on-tyms.md): Learn how to upload bulk Fixed Assets using the Tyms Excel template.

## Financial Reports & Dashboards

- [Creating Dashboard Analytics with Adam](https://help.usetyms.com/en/articles/11411414-creating-dashboard-analytics-with-adam.md): Turn your financial data into actionable insights with just a simple prompt
- [How to Print Your Dashboard Analytics](https://help.usetyms.com/en/articles/11411461-how-to-print-your-dashboard-analytics.md): Download your dashboard analytics as a PDF for sharing, reporting, or offline access
- [How to Regenerate Your Dashboard Analytics](https://help.usetyms.com/en/articles/11411474-how-to-regenerate-your-dashboard-analytics.md): Regenerating Your Dashboard in Adam
- [Understanding Your Trial Balance on Adam](https://help.usetyms.com/en/articles/11427409-understanding-your-trial-balance-on-adam.md): The fastest way to spot errors and ensure your books are balanced
- [Understanding Your Balance Sheet on Adam](https://help.usetyms.com/en/articles/11427482-understanding-your-balance-sheet-on-adam.md): Get a clear picture of your business's financial position at a glance
- [Understanding Your Income Statement](https://help.usetyms.com/en/articles/11427627-understanding-your-income-statement.md): If you’re wondering “Am I making money or losing it?”, this is the report to check
- [Understanding Your Cash Flow Statement](https://help.usetyms.com/en/articles/11427665-understanding-your-cash-flow-statement.md): Learn how to see the cash coming in and going out of your business using the Cash Flow Statement
- [How to Generate Your Profit and Loss Report from Bank Statements](https://help.usetyms.com/en/articles/14729399-how-to-generate-your-profit-and-loss-report-from-bank-statements.md): Learn how to create a Profit and Loss statement from your bank statements
- [How to Analyze and Customize Your Profit & Loss Report](https://help.usetyms.com/en/articles/14730927-how-to-analyze-and-customize-your-profit-loss-report.md): Learn how to interpret, customize, and export your Profit & Loss \(Income Statement\)
- [Understanding the Dashboard in Adam](https://help.usetyms.com/en/articles/14754241-understanding-the-dashboard-in-adam.md): The Dashboard is the first page you see after logging in to your Adam account. It provides a centralized view of your financial performance, quick access to key actions, and shortcuts to important ...

## Training & Personalization

- [Connecting Business Tools to Adam Using Webhooks](https://help.usetyms.com/en/articles/13482800-connecting-business-tools-to-adam-using-webhooks.md): Learn how to connect your business tools to Adam using webhooks. This guide explains what webhooks are, how to generate a webhook URL in Adam, and how to use it to automatically sync financial data...
- [How to Train Adam like a Pro](https://help.usetyms.com/en/articles/13762488-how-to-train-adam-like-a-pro.md): Bank Rules allow you to automate transaction categorization based on your business logic. By creating structured conditions and outcomes, you can ensure Adam consistently categorizes transactions w...
- [Create a Custom Dashboard on Adam](https://help.usetyms.com/en/articles/13925663-create-a-custom-dashboard-on-adam.md): The Dashboard provides a snapshot of your business financial performance. It gives you a quick overview of key metrics such as revenue, expenses, profit, and cash position.
- [Managing Contacts in Adam](https://help.usetyms.com/en/articles/14754469-managing-contacts-in-adam.md): The Contacts section in Adam allows you to manage all the people and businesses you interact with, including customers, vendors, and contractors.
- [Using Bank Rules to Train Adam](https://help.usetyms.com/en/articles/14843020-using-bank-rules-to-train-adam.md): Learn how to train Adam to learn how to categorize your bank statement entries using bank rules

## Invoicing and Sales

- [How to Create Invoices for your Customers](https://help.usetyms.com/en/articles/11425135-how-to-create-invoices-for-your-customers.md): Learn how to create an invoice manually and track customer payments, and keep your records accurate
- [Adding Invoices Using Prompts](https://help.usetyms.com/en/articles/11425236-adding-invoices-using-prompts.md): Learn how to add invoice records quickly and easily using natural language prompts with Adam
- [How to Import Multiple Invoice Records](https://help.usetyms.com/en/articles/11425263-how-to-import-multiple-invoice-records.md): Learn how to upload multiple invoice records at once with Adam’s assistance
- [How to Send an Invoice to Customers](https://help.usetyms.com/en/articles/11425395-how-to-send-an-invoice-to-customers.md): Learn how to preview, download, and share your invoices with customers from Tyms
- [How to Search and Filter Your Invoices](https://help.usetyms.com/en/articles/11425418-how-to-search-and-filter-your-invoices.md): Learn how to quickly find and organize invoices using built-in search and filter tools
- [How to Edit and Record Invoice Items](https://help.usetyms.com/en/articles/11425484-how-to-edit-and-record-invoice-items.md): Learn how to update or add itemized details under an invoice in Tyms
- [How to Record an Invoice Payment](https://help.usetyms.com/en/articles/11426054-how-to-record-an-invoice-payment.md): Track and update payments received for your invoices in Adam
- [How to Upload Receipts or Files to an Invoice](https://help.usetyms.com/en/articles/11426844-how-to-upload-receipts-or-files-to-an-invoice.md): Keep a complete audit trail by attaching supporting documents to your invoices
- [How to Duplicate an Invoice Record](https://help.usetyms.com/en/articles/11426876-how-to-duplicate-an-invoice-record.md): Quickly create a copy of an existing invoice on Adam
- [How to Delete an Invoice](https://help.usetyms.com/en/articles/11426882-how-to-delete-an-invoice.md): Remove one or multiple invoices to keep your records accurate and organized
- [How to Export Your Invoices](https://help.usetyms.com/en/articles/11426892-how-to-export-your-invoices.md): Download your invoice records as an Excel file for offline use, reports, or client review
- [How to Import Multiple Income Records](https://help.usetyms.com/en/articles/11427043-how-to-import-multiple-income-records.md): Learn how to upload multiple income records at once with Adam’s assistance
- [How to Search and Filter Your Income Records](https://help.usetyms.com/en/articles/11427166-how-to-search-and-filter-your-income-records.md): Learn how to quickly find and organize income records using built-in search and filter tools
- [How to Send a Receipt to Customers](https://help.usetyms.com/en/articles/11427181-how-to-send-a-receipt-to-customers.md): Learn how to preview, download, and share your income receipts with customers from Adam
- [How to Edit and Manage Your Income Records](https://help.usetyms.com/en/articles/11427248-how-to-edit-and-manage-your-income-records.md): Learn how to update income details like amount, customer, date, or payment method directly from your Income Table
- [How to Upload Invoices or Receipts to an Income Record](https://help.usetyms.com/en/articles/11427325-how-to-upload-invoices-or-receipts-to-an-income-record.md): Keep a complete audit trail by uploading supporting documents to your income entries
- [How to Duplicate an Income Record](https://help.usetyms.com/en/articles/11426917-how-to-duplicate-an-income-record.md): Quickly copy income entries in Tyms
- [How to Delete an Income Record](https://help.usetyms.com/en/articles/11426945-how-to-delete-an-income-record.md): Clean up unwanted or incorrect income entries
- [How to Export Your Income Records](https://help.usetyms.com/en/articles/11426965-how-to-export-your-income-records.md): Download your income data as an Excel file for reporting or sharing with stakeholders
- [How to Manage Sales Invoices, Receivables, and Aging Reports](https://help.usetyms.com/en/articles/13335929-how-to-manage-sales-invoices-receivables-and-aging-reports.md)
- [How to Manage Cash-Based Sales in Adam](https://help.usetyms.com/en/articles/13376984-how-to-manage-cash-based-sales-in-adam.md): Learn how to record, manage, and export cash-based sales in Adam, including walk-in and instant payment transactions, all from the Income table.
- [How to Record Income \(Cash Sales\)](https://help.usetyms.com/en/articles/14766061-how-to-record-income-cash-sales.md): How to record sales when payment has already been received
- [How to Edit and Manage your Invoice Records](https://help.usetyms.com/en/articles/15887143-how-to-edit-and-manage-your-invoice-records.md): Managing Invoices: Edit, Record Payments, Download, Duplicate, and Delete
- [How to Create Quotes for your Customers](https://help.usetyms.com/en/articles/15888150-how-to-create-quotes-for-your-customers.md): Learn how to create a quote manually, track potential sales, and seamlessly convert them into records when accepted. Updated today
- [How to Edit and Manage your Quotes Records](https://help.usetyms.com/en/articles/15888220-how-to-edit-and-manage-your-quotes-records.md): Managing Quotes: Edit, Publish, Download, Duplicate, and Delete
- [Adding Quotes Using Prompts](https://help.usetyms.com/en/articles/15886516-adding-quotes-using-prompts.md): Learn how to add quotes quickly and easily using natural language prompts with Adam
- [Adding Income Using Prompts](https://help.usetyms.com/en/articles/15885830-adding-income-using-prompts.md): Learn how to add income and prepaid records quickly and easily using natural language prompts with Adam
- [Import Bulk Invoices Using the Tyms Excel Template](https://help.usetyms.com/en/articles/15885961-import-bulk-invoices-using-the-tyms-excel-template.md): Learn how to upload bulk sales invoices using the Tyms Excel template.
- [Import Bulk Income Using the Tyms Excel Template](https://help.usetyms.com/en/articles/15891607-import-bulk-income-using-the-tyms-excel-template.md): Learn how to upload bulk Income using the Tyms Excel template.
- [How to Export Your Quotes](https://help.usetyms.com/en/articles/15934350-how-to-export-your-quotes.md): Download your quotes records as an Excel file for offline use, reports, or client review

## Expenses and Biils

- [Adding Bills Using Prompts](https://help.usetyms.com/en/articles/11384264-adding-bills-using-prompts.md): Learn how to add bill records quickly and easily using simple natural language prompts with Adam.
- [How to Import Multiple Bill Records](https://help.usetyms.com/en/articles/11403232-how-to-import-multiple-bill-records.md): Learn how to upload multiple bill records at once with Adam’s assistance
- [How to Search and Filter Your Bills](https://help.usetyms.com/en/articles/11403322-how-to-search-and-filter-your-bills.md): Learn how to quickly find and organize bills using built-in search and filter tools
- [How to Edit and Record Bill Items](https://help.usetyms.com/en/articles/11403390-how-to-edit-and-record-bill-items.md): Learn how to update or add itemized details under a bill in Adam
- [How to Record a Bill Payment](https://help.usetyms.com/en/articles/11406279-how-to-record-a-bill-payment.md): Track and update payments made towards your bills in Adam
- [How to Upload Receipts or Invoices to a Bill](https://help.usetyms.com/en/articles/11406380-how-to-upload-receipts-or-invoices-to-a-bill.md): Keep a complete audit trail by uploading supporting documents to your bills
- [How to Duplicate a Bill Record](https://help.usetyms.com/en/articles/11406437-how-to-duplicate-a-bill-record.md): Quickly create a copy of an existing bill on Tyms
- [How to Export Your Bills](https://help.usetyms.com/en/articles/11406479-how-to-export-your-bills.md): Download your bill records as an Excel file for offline access, reporting, or sharing with your team.
- [Adding Expenses Using Prompts](https://help.usetyms.com/en/articles/11410597-adding-expenses-using-prompts.md): Learn how to add expense records quickly and easily using simple natural language prompts with Adam
- [How to Import Multiple Expense Records](https://help.usetyms.com/en/articles/11410630-how-to-import-multiple-expense-records.md): Learn how to upload multiple expense records at once with Adam’s assistance
- [How to Search and Filter Your Expenses](https://help.usetyms.com/en/articles/11410740-how-to-search-and-filter-your-expenses.md): Learn how to quickly find and organize expenses using built-in search and filter tools
- [How to Edit and Manage Your Expenses](https://help.usetyms.com/en/articles/11410809-how-to-edit-and-manage-your-expenses.md): Learn how to update expense details like amount, vendor, date, or payment method directly from your Expenses Table
- [How to Upload Receipts or Invoices to an Expense](https://help.usetyms.com/en/articles/11410869-how-to-upload-receipts-or-invoices-to-an-expense.md): Keep a complete audit trail by uploading supporting documents to your expenses
- [How to Duplicate an Expense Record](https://help.usetyms.com/en/articles/11410887-how-to-duplicate-an-expense-record.md): Quickly create a copy of an existing expense on Tyms
- [How to Export Your Expenses](https://help.usetyms.com/en/articles/11410911-how-to-export-your-expenses.md): Download your expense records as an Excel file for offline access, reporting, or sharing with your team
- [How to Manage Bills & expense invoice, Payables, and Aging Reports](https://help.usetyms.com/en/articles/13337506-how-to-manage-bills-expense-invoice-payables-and-aging-reports.md)
- [How to manage Bills and Expenses in Adam](https://help.usetyms.com/en/articles/14808279-how-to-manage-bills-and-expenses-in-adam.md): Adam allows you to track and manage all outgoing transactions in your business. Understanding the difference helps you maintain accurate financial records and better track your business obligations.
- [How to Import Bulk Expenses in Tyms](https://help.usetyms.com/en/articles/15891904-how-to-import-bulk-expenses-in-tyms.md): Learn how to upload bulk expensess using the Tyms Excel template.
- [How to Import Bulk Bills in Tyms](https://help.usetyms.com/en/articles/15891692-how-to-import-bulk-bills-in-tyms.md): Learn how to upload bulk bills using the Tyms Excel template.
- [How to Edit and Manage Your Bills](https://help.usetyms.com/en/articles/15934536-how-to-edit-and-manage-your-bills.md): Managing Bills: Edit, Record Payments, Download, Duplicate, and Delete

## Data Source and Integrations

- [How to Sign Up on Adam Using QuickBooks](https://help.usetyms.com/en/articles/11478572-how-to-sign-up-on-adam-using-quickbooks.md): Learn how to quickly sign up on Adam using your QuickBooks account for a seamless onboarding experience.
- [How to Migrate Your Data from QuickBooks to Adam](https://help.usetyms.com/en/articles/11478960-how-to-migrate-your-data-from-quickbooks-to-adam.md): Step-by-step guide on importing your existing QuickBooks data into Adam with minimal setup.
- [How to Sync Records from QuickBooks to Adam](https://help.usetyms.com/en/articles/11479059-how-to-sync-records-from-quickbooks-to-adam.md): Understand how Adam syncs with QuickBooks, including data flow, frequency, and what gets updated.
- [How to Manage Synced Transactions on Adam and QuickBooks](https://help.usetyms.com/en/articles/11480217-how-to-manage-synced-transactions-on-adam-and-quickbooks.md): See how to view, track, and manage transactions that are automatically synced between both platforms
- [Upload and Auto-Categorize Bank Statements in Adam, then Sync to QuickBooks](https://help.usetyms.com/en/articles/11480662-upload-and-auto-categorize-bank-statements-in-adam-then-sync-to-quickbooks.md): Learn how to auto-categorize your bank transactions in Adam and ensure they sync correctly with QuickBooks
- [Disconnecting QuickBooks from Adam](https://help.usetyms.com/en/articles/11481225-disconnecting-quickbooks-from-adam.md): A quick guide on how to safely disconnect your QuickBooks account from Adam
- [How to Connect QuickBooks After Signup](https://help.usetyms.com/en/articles/11481264-how-to-connect-quickbooks-after-signup.md): Learn how to connect your QuickBooks account to Adam if you skipped the integration during signup

## Billing

- [Understanding AI Credits on Adam](https://help.usetyms.com/en/articles/13716342-understanding-ai-credits-on-adam.md): AI credits determine how much financial data your account can process within a billing cycle. This article explains how credits work, what consumes them, how to track usage, and how to purchase add...
- [Billing, Subscription, and AI Credits in Adam](https://help.usetyms.com/en/articles/14765119-billing-subscription-and-ai-credits-in-adam.md): The Billing section in Adam allows you to manage your subscription plan, purchase additional AI credits, and track your credit usage in one place. It gives you full visibility and control over how ...

## Profile and Settings

- [Manage Team Members and Access](https://help.usetyms.com/en/articles/13716564-manage-team-members-and-access.md): Adam allows you to securely invite team members to your business workspace without sharing login credentials. You can control who has access, assign roles, and manage invitations from one central l...
- [Managing Your Team in Adam](https://help.usetyms.com/en/articles/14764934-managing-your-team-in-adam.md): The Team Management feature in Adam allows you to control who has access to your business account. It helps you securely invite team members, assign roles, and manage access without sharing your lo...