Simplified bookkeeping software
HOW TO USE THE "SEARCH" FEATURE
Search for any record by keyword or dollar value. Also, how to turn on and off elements on charts. WATCH VIDEO
HOW TO USE "MULTIPLE COMPUTERS"
Use"Dropbox" or "Google Drive" for FREE to easily access & sync your bookkeeping files.
HOW TO USE "AUTO EDIT"
Process batchs of imported bookkeeping entries with a click of a button.
HOW TO USE THE "IMPORT" FEATURE
Save time by importing a batch of data from any online banking csv file.
OTHER QUESTIONS? use our Contact Us page to get answers.
HOW TO MAKE REPEATING ENTRIES QUICKLY & EASILY
Easily create an entry that repeats itself in 1 easy step. Time saver for items that you must record over and over again.
HOW TO PREPARE LEDGER STATEMENTS & REPORTS
Make Ledger reports that you can easily print or send to anyone via email, such as your accountant or clients.
HOW TO RECORD TRANSFERS AND CASH WITHDRAWALS
Use "TRANSFER IN(+) OUT(-)" category to record transfers between accounts, & cash withdrawals. WATCH VIDEO
HOW TO RECORD RECEIVABLES
This video explains how to easily record receivables on revenue you have earned but have not yet been paid on. WATCH VIDEO
HOW TO DO EASILY RECONCILE BANK & VISA STATEMENTS
This video explains how to reconcile all your bank and credit card statements using the bank rec. feature.
HOW SETUP A NEW BOOKKEEPING FILE FOR EACH NEW YEAR
This video explains how and why you must setup a new bookkeeping file for each new 12 month accounting year.