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Getting Started as a Bookkeeper on Float

  • Updated

Welcome to Float!

As a Bookkeeper, you're a key player in helping businesses manage and close their books accurately and efficiently. With real-time visibility into transactions, accounting automations, and powerful export tools, Float is designed to make your job easier from day one.

This guide will walk you through what you can do in your Bookkeeper role, and point you to relevant articles to help you dive deeper into each feature.

 

What Can Bookkeepers Do in Float?

As a Bookkeeper in Float, you’ll have access to tools and workflows designed to streamline spend management, automate accounting tasks, and simplify reconciliation. Below are the core responsibilities and functions available to you:


View Real-Time Transactions

Get immediate visibility into company spending. Every transaction made on a Float card appears in real time, letting you:

  • Monitor spend as it happens
  • Identify missing receipts or transaction coding
  • Stay ahead of month-end reconciliation

Related Article: Bookkeepers at Float


Export Transactions with Embedded Receipts

Float’s Transaction Export tools let you download transaction data in a variety of formats, including CSV or directly exporting to your accounting platform. These exports include:

  • GL Codes
  • Tax Codes
  • Vendor Details
  • Attached Receipts

Related Article: Transaction Export Overview


Automate Accounting with Sync Integrations

Float integrates with QuickBooks Online, Xero, and NetSuite, making it easy to:

  • Sync transactions directly into your accounting software
  • Apply GL and tax codes at the card or transaction level
  • Eliminate manual data entry

You can also apply automation rules for vendors and cardholders to speed up coding across similar transactions.

For more detail, see the linked PDF: Bookeeper's Guide


Use Advanced Filters to Spot Missing Info

You can filter transactions by missing receipts, GL or tax codes, or flag items for review—all from one place. Combined with the Reporting dashboard, it’s easy to generate spend summaries and ensure everything is in order before export.

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