Uplinq Help Center
Guides to help you set up, connect, and run your books with Uplinq.
Welcome to the Uplinq Help Center. Browse by category to get set up, connect your accounts, and learn how to work in the app.
Getting Started
Set up your account and understand onboarding.
Connecting Your Accounts
Link banks, cards, payroll, and tools.
Documents & Statements
Send us what we need to finish your books.
Working in the App
Answer questions and read your reports.
After Onboarding
What happens once setup is done.
Getting Ready to File
Filing Readiness — get set to file your taxes.
Account & Billing
Know where to ask account, billing, and support questions.
Bookkeeping Basics
How we categorize your money, explained.
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