Most questions are answered below. For anything else, use the Contact page. We answer within one business day.
Questions
How do I get started?
Create your account, then follow the setup steps in the app. You can start with a clean chart of accounts or bring your books over from your current software.
How do I move my books over?
You can import from online or desktop accounting software. Export your data from your current software, then upload it in LymeBooks. During the beta we help with the move, so ask us on the Contact page.
Can I move from desktop accounting software, not just online?
Yes, with a little help from us during the beta. Pick "Desktop accounting software" on the form and we'll reach out.
Can I export my data?
Yes. An Owner can export everything as a zip from Business Settings, with an option to include attachments. Your books are yours to take.
What happens if I stop paying?
Your books go read-only. You can still open every report and export everything. Nothing is deleted for 90 days, and we tell you before it is.
Who handles billing and receipts?
Payments are handled by Paddle.com. Receipts and invoices come from them, and the Billing page inside LymeBooks links to your payment portal.
There are three roles. Owners manage the company and its users. Bookkeepers can enter and edit transactions. Auditors can look at everything but change nothing.
Can your support staff see my books?
Only through a support session. Each session is logged, lasts a short, fixed time, and is read-only unless changes are turned on separately. Your Owners can see a history of every visit in Business Settings. When the staff member isn't a member of your company, your Owners are also emailed when a session opens.
Where is my data?
On servers we run in the United States, backed up nightly. See the privacy policy for the details.
