Getting Oriented
Start here if you’re new to the platform or just want a high-level understanding of how things work.- Garde at a Glance — A broad overview of the platform and what it does.
- Orders Screen Overview — How to navigate the orders page, where most of your day-to-day work happens.
- What We Process and What We Don’t Process — Helpful examples so you know what to expect from invoice processing.
Invoice Verification
Before anything hits your books, you’ll want to make sure the data looks right.- Using Invoice Approval — Walk-through (with video) of the approval workflow.
- Setting Up Invoice Approval — How to configure approval rules for your team.
- Blank Invoice Template — Download a cover sheet template for uploading invoices manually.
- New Vendor Item Review — Catch and resolve new items before they cause mapping issues.
Accounting Setup & Mapping
The mapping layer connects Garde data to your accounting system. Getting this right up front saves a lot of cleanup later.- Category Mapping — Understand how GL accounts, categories, and category types work together.
- Vendor Mapping — Map Garde vendors to your accounting software.
- Payment Accounts — Set up and manage the payment accounts tied to your invoices.
Sales Data
If you’re pulling sales into your accounting system, these cover the full pipeline.- Sales Mapping — How sales entries flow from Garde to your accounting system.
- Manual Sales Entry — For cases where you need to enter or print a journal entry manually.
- Why Didn’t My Sales Make It? — Troubleshooting when sales don’t show up where you expect.
Exporting to Accounting
The final step: getting your data out of Garde and into your books.- How to Export — Step-by-step guide for exporting to QuickBooks Online.
- Troubleshoot Export Errors — Common errors and how to fix them.
Inventory
- Getting Started with Inventory — Overview of inventory tracking in Garde.
- Setting Up Count Sheets — Build out your count sheets so inventory counts go smoothly.
Payments & Budgets
- Bill Pay — Coming soon.
- Budgets — Coming soon.
Period Close & Admin
- Closing the Books — How to close periods in Garde when you’re done reconciling.
- User Permissions — What each permission level can and can’t do.
- Managing Notifications — Control who gets notified and about what.