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Help & Support

How-to guides and step-by-step instructions.

Getting Started

  • Adding customers
  • Adding vendors
  • Adding product and services
  • Adding inventory items
  • Adding bank accounts

Masters

  • Managing Customers
  • Managing Vendors
  • Managing Employees
  • Managing Products and Services
  • Creating Bundles
  • Customer Groups
  • Product Groups
  • Vendor Groups
  • Employee Groups

Invoicing

  • Creating Invoices
  • Creating Quotes
  • Creating Sales Orders
  • Creating Credit Notes
  • Creating Recurring Invoices
  • Opening Balance Invoices
  • Working with Sales Commissions

Expenses & Purchases

  • Creating Purchase Orders
  • Recording Bills (Expenses / Purchases)
  • Opening Balance Bills
  • Working with a Petty Cash Fund
  • Recording Vendor Credit

Inventory

  • The Inventory Items List
  • Creating Warehouses
  • Inventory Adjustment Entries
  • Transferring stock
  • Inventory Initial Stock
  • Receiving Inventory
  • Dispatching Inventory
  • Inventory Tracking Method
  • Adding Product Categories

Bank Accounts

  • Adding bank accounts
  • Creating a cash fund
  • Recording incoming payments
  • Recording outgoing payments
  • Recording bank deposits
  • Reconciling bank accounts
  • Funds transfers

Accounting

  • Chart of Accounts
  • General Journal
  • Financial Statements

Tools

  • Calendar and Events
  • Uploading Files
  • Contacts Manager

Point of Sale

  • Working with the Point of Sales (POS) screen
  • Creating Stores, Registers, and adding Users.

Job costing

  • Recording Jobs Transactions
  • Managing Jobs Inventory
  • Creating Customer Jobs

An all-in-one accounting software in the cloud for small businesses.

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