---
title: "Merchant tools | Navigating your Helcim account"
slug: "helcim-merchant-tools"
description: "Discover Helcim's Merchant Tools: Manage customers, products, account settings, integrations, and accounting, all in one place."
updated: 2026-08-07T17:18:35Z
published: 2026-08-07T17:18:35Z
canonical: "learn.helcim.com/helcim-merchant-tools"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://learn.helcim.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Merchant tools

The **Merchant Tools** category in the **All Tools** menu of your Helcim dashboard provides access to a suite of tools designed to help you manage your business operations. Let's explore the tools and features available to you.

## Helcim’s Merchant tools

---

- **Customers:** Store and manage [customer information](/v1/docs/an-overview-of-helcim-customer-management).
- **Products & Services:** [Create](/v1/docs/adding-and-editing-products) and manage a catalog of your offerings.
- **Settings:** Manage your Helcim account settings.
  - This includes settings for your general account, merchant account (taxes, currencies, languages), security, email, inventory, invoices, customers, and payments.
- **Reporting:** Generate [reports](/v1/docs/using-reporting-tool) to gain insights into your business data, such as your goods sold, top selling products, and top grossing products.
- **Integrations:** Grant access to the [Helcim API](https://devdocs.helcim.com/docs/overview-of-helcim-api) for advanced integrations with a developer.
- **Accounting Center:** Connect your Helcim account to [Xero](https://learn.helcim.com/docs/xero-integration) or [QuickBooks Online](https://learn.helcim.com/docs/quickbooks-online-integration) to import invoices and collect payments through Helcim.

![Merchant tools](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/merchant-tools(1).png)

## Next Steps

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Now that you have a good grasp of the Merchant Tools category, here are some next steps to continue learning how to use the Helcim platform:

Discover other Helcim tool categories:

- [Navigating Payment tools](https://learn.helcim.com/docs/helcim-payment-tools)
- [Navigating Back Office Tools](https://learn.helcim.com/docs/helcim-merchant-tools)