Accounting Software Help – Managing Your Accounts

Which Accounting Basis Should I Use?
See the difference between Cash, Modified Cash, and Accrual Basis.
Learn More

Accounting Setup Checklist
Get a list of recommended things to have handy for setting up your accounting software.
Learn More

Get the Most Out of Your Accounting Software
Quick start guide for setting up your accounting software.
Learn More

Setting Up Your Chart of Accounts
How to set up your accounts to keep your money organized.
Learn More

Transaction Settings
You can automatically update your accounts when you perform various activities.
Learn More

Viewing Your Account Trial Balances
How to view the trial balances in each of your accounts.
Learn More

Importing Your Transactions
How to connect your bank account and import your bank and credit card transactions.
Learn More

Entering a Deposit or Withdrawal
How to update your accounts with deposits, withdrawals, and transfers that happened outside the system.
Learn More

Recording a Journal Entry
Record miscellaneous activity so it appears in your reports.
Learn More

How to Close Your Accounting Period
Close your accounting period and carry forward the correct balances to the next period.
Learn More