Magic Heidi Tutorials

Quick Start

Step-by-step guide for Magic Heidi: From registration to setup to your first invoice – explained simply and quickly.

Import Data

How to import customers, products and invoices from Shopify, Stripe, App Store or spreadsheets into Magic Heidi — free migration included.

Learn the Basics

Quick reference for Magic Heidi: add logo, enable VAT, change language & currency, add messages, create quotes, add contact details, export data, and QR‑bill compliance.

Advanced Features

Master Magic Heidi's advanced features: partial payments, discounts, recurring invoices, sending options, QR-IBAN, Revolut Business setup and troubleshooting.

Learn how to create credit notes and process refunds in Magic Heidi using two simple methods that keep your freelance accounting clean and straightforward.

Bank Import

Learn how to automatically match bank transactions to invoices in Magic Heidi by importing your e-banking CSV file. Save hours of manual reconciliation.

Customize Invoices

Discover how to customize your invoices in Magic Heidi: logo, messages, sections, deposits and much more. Step-by-step guide for freelancers.

Expense Tracking

Learn how to capture expenses with Magic Heidi via computer, smartphone, or email, automate recurring costs, and keep your accounting under control.

Year-End Closing

How to prepare your year-end closing as a freelancer in Magic Heidi: review invoices, check expenses, and export data for your tax return.

VAT Flat Rates

Learn how to correctly prepare your VAT return in Magic Heidi as a freelancer with two different flat tax rates.