We know you need answers fast! Within these help pages you can find the answer to some common questions.

Existing customers - for the quickest response to a query, please login and create a ticket to contact our support team directly.

Frequently asked questions

• Access & Availability

  • Can I buy or host Moobiz myself?
  • Can I work offline?
  • Can the iPhone remember my login details?
  • Do you have a mobile / iPhone version?
  • Does it work on a Mac?

  View 1 more...

• Bookkeeping

  • Can I automatically import my bank transactions?
  • Can I create a recurring Ledger expense?
  • How do I reconcile an overpayment?
  • How do I reconcile transfers between bank accounts?
  • How do I share my data with my accountant?

  View 3 more...

• Contacts

  • Can I capture contact details from a WordPress blog?
  • Does it work with Skype?
  • How can I import details of Companies?
  • How can I import details of People?
  • How can I make email links open in Gmail?

  View 3 more...

• Data import & export

  • Can I sync with Google Calendar?
  • How do I create a CSV spreadsheet file?
  • I can't download a CSV export
  • What can I export and how?
  • What can I import and how?

• Design templates

  • How do I edit my document templates?

• Email Marketing

  • Best practice tips
  • Can I send a test Campaign?
  • How can I avoid my emails getting caught by spam filters?
  • How can I change the default message for a Campaign?
  • How can I send a campaign with different design?

  View 6 more...

• Email Sharing

  • How far back do you go when fetching messages?
  • What privacy measures are there with Email Sharing?

• International features

  • Can I use my own currency?
  • Do you support multi-currency?
  • How do I set tax rates for my location?

• Invoicing

  • Can I create a recurring Invoice?
  • Can I hide tax / VAT on our invoices?
  • Can I send statements to customers?
  • How can I make credit notes cancel out their invoice?
  • How can I record a deposit / down payment?

  View 2 more...

• My account

  • Can I manage more than one business per account?
  • Do you offer a lower monthly price for less functionality?
  • How do I cancel my account?
  • How does your pricing work?
  • I've forgotten my account ID

  View 5 more...

• Printing

  • How do I setup print styling for my Moobiz templates?
  • Printing from different web browsers
  • Removing automatic header / footer when printing

• Products

  • Can I manage stock control?
  • How can I import Product details?

• Project mangement

  • Can I hide tax / VAT on our proposals?
  • How do I set the status of a project?
  • How to hide a project from the account owner?
  • How to setup a recurring to-do

• Security

  • Can I restrict access to my account?
  • How often is my data backed up?
  • What security do you have in place?

• Signup

  • Can I have a demonstration?
  • Can you come and visit us to discuss Moobiz?
  • Do you have a reseller / affiliate / partner scheme?
  • What is your development plan?
  • What support is included?

  View 1 more...

• Website integration

  • How do I track website visits?
  • Viewing Google Analytics reports

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