Chart of accounts
View user and system accounts, add accounts and import in QuickBooks Desktop or fiscal50 format.
Step-by-step lesson in the AcademyConfiguration guides
Chart of accounts, settings, users, closing and companies.
General settings
Configure reports, batch jobs and approval workflows.
Step-by-step lesson in the AcademySub users
Add users and set add, view, modify and cancel access by module and feature.
Step-by-step lesson in the AcademyCompany logo and shipping addresses
Brand invoices and receipts and store shipping addresses.
Step-by-step lesson in the AcademyLocations and special categories
Create locations, departments, projects or classes for reporting.
Step-by-step lesson in the AcademyMonth-end and year-end closing
Review pending items, reconcile and lock a month or a full year.
Step-by-step lesson in the AcademyHistorical balance sheets upload
Upload prior-year trial balances or balance sheets, map accounts and attach supporting documents.
Step-by-step lesson in the AcademyCompanies
Add companies under your login, switch between them and manage their subscriptions.
Step-by-step lesson in the AcademyTry it in your own books.
Start a free month of Starter and follow along with the guides.