# Wesley Docs

- [AI Help And Docs Search](/docs/ai-help): How Wesley documentation is prepared for AI-assisted answers.
- [Getting Started](/docs/getting-started): Choose the right Wesley guide and understand the main workspace map.
- [Wesley Docs](/docs): Product guides for accounting teams using Wesley from setup through close.
- [Connecting Bank Accounts](/docs/reference/connecting-bank-accounts): Connect bank and card accounts through Plaid and troubleshoot common connection issues.
- [QuickTool For QuickBooks Online](/docs/reference/quicktool-for-quickbooks-online): Use QuickTool as a focused path for QuickBooks Online-related setup and review.
- [Transaction Categorization](/docs/reference/transaction-categorization): Understand how Wesley suggests categories and how reviewers should correct or improve results.
- [Accounting Operations](/docs/workflows/accounting-operations): Manage payables, receivables, fixed assets, mileage, recurring journals, vendors, customers, and account lists.
- [Work Through A Client Book](/docs/workflows/client-book): Use the client book as the operating workspace for one client's accounting work.
- [Work With Clients And Documents](/docs/workflows/client-collaboration): Use the client portal, shared files, work items, and communications when client context is needed.
- [Client Onboarding](/docs/workflows/client-onboarding): Create clients, choose a source data path, and verify setup before accounting work starts.
- [Close The Books And Build Reports](/docs/workflows/close-and-reports): Reconcile accounts, review journals, lock periods, and prepare financial report packages.
- [Document Upload](/docs/workflows/document-upload): Upload statements and source documents, create bank accounts, and review extracted accounting data.
- [Configure Integrations And Firm Admin](/docs/workflows/integrations-admin): Manage integrations, QuickBooks sync, firm members, email automations, billing, audit logs, and high-impact settings.
- [Transaction Review](/docs/workflows/transaction-review): Find, categorize, ask about, match, transfer, post, and automate bank activity.