Frequently Asked Questions
Short instructional videos explaining various features of the PRO Ledger Programs.
HOW SETUP A NEW ANNUAL BOOKKEEPING FILE
This video explains how and why you must set up a new bookkeeping file for each new 12 month accounting year.
HOW TO RECORD RECEIVABLES
This video explains how to easily record receivables on revenue you have earned but have not yet been paid on.
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 USE THE “IMPORT” FEATURE
Save time by importing a batch of data from any online banking csv file.
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.
HOW TO EASILY RECONCILE BANK & VISA STATEMENTS
This video explains how to reconcile all your bank and credit card statements using the bank rec. feature.
HOW TO RECORD TRANSFERS AND CASH WITHDRAWALS
Use “TRANSFER IN(+) OUT(-)” category to record transfers between accounts, & cash withdrawals.
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 USE “AUTO EDIT”
Process batchs of imported bookkeeping entries with a click of a button.
HOW TO USE “MULTIPLE COMPUTERS”
Use”Dropbox” or “Google Drive” for FREE to easily access & sync your bookkeeping files.
Do these ledgers work on both Mac and PC computers?
Yes, they work on both.
Do I need to create a bookkeeping file for each financial year?
Yes, you need to create a new bookkeeping file for each year. This is a quick and easy process. Click here to view the "how to video".
How do I setup and use the "Free Apps" for my devices?
Please see the "App" videos in app store, or just below the app download button.
Is the ledger a one-time purchase, or are there other fees?
After purchase, there is nothing to pay "ever" Use the software and apps year after year without any fees. Get free updates and tech support at no extra charge.
Can I use the software on multiple computers?
Yes, you can easily install the software on all your computers (both Mac and PC). TIP: Store your bookkeeping files in your own Dropbox, Google Drive, or Onedrive folder so they sync automatically between computers & apps. Click here for the instructional video.
How do I close the ledger program?
Click on the blue "X" button in the main program screen (to the right of the bookkeeping file name).
What is the difference between the "Expanded" and "Basic" version?
The "Expanded" versions allow for individual income and expense statements for each specific project, property, truck, or clients, etc. The "Basic" versions provide you with only ONE overall combined income and expense statement.
Will my work in the FREE TRIAL be lost if I get paid version later?
After purchase, you will be able to continue working with all your data created in the free trial.
How do I make a new entry?
Choose the "Enter Record" button in the main screen and just fill in the fields.
Why am I not able see my entry after choosing the "Submit" button?
You must be sure you check your "filter" buttons. For example, if your "Date" filter button is showing "January", it means only the entries for January will display. So, if you make an entry for March and the filter is set to January it will not show up. To have all your entries show up, select "All" in all the filter boxes and they will appear. (filters are shown below)
What is "Sync", and why do entries disappear after I used the "Sync" button?
The Sync button "reloads" the bookkeeping file so you can see the most recent entries that have been made to that file from other computers or devices. BEWARE, if you make entries without using "save", then those unsaved entries will be lost if you choose the Sync button.
What is the "no tax", or "tax" ledger program mean?
Tax refers to "sales tax". So, if you are NOT required to collect and remit sales tax on your sales, then choose the NO tax ledger program. However, if you collect and remit 1 or 2 sales taxes, or claim back 1 or 2 taxes on your input costs, then you should choose the "with tax" ledger program.
OTHER QUESTIONS? use our Contact Us page to get answers.