Take control of your business finances with these essential accounting tutorials:

1. Creating and Sending Invoices

   • Step 1: Navigate to the “Customers” menu and select “Create Invoices.”
   • Step 2: Choose a customer from your list or add a new one.
   • Step 3: Fill in invoice details such as item, quantity, rate, and tax.
   • Step 4: Customize the template to match your branding.
   • Step 5: Save and send the invoice via email or print it for delivery.
   • Tips: Use the “Memorize” feature for recurring invoices and set payment terms for better tracking.

2. Tracking Expenses

   • Step 1: Go to the “Vendors” menu and select “Enter Bills” or “Write Checks.”
   • Step 2: Categorize the expense by selecting an account from your chart of accounts.
   • Step 3: Attach receipts or supporting documents for record-keeping.
   • Step 4: Monitor expenses in the “Expenses” tab for accurate tracking.
   • Tips: Use bank feeds to automatically import and categorize transactions.

3. Generating Financial Reports

   • Step 1: Navigate to the “Reports” menu and select the desired report type (e.g., Profit & Loss, Balance Sheet, or Cash Flow).
   • Step 2: Customize the report by adjusting filters, date ranges, and columns.
   • Step 3: Export reports to Excel or PDF for sharing or further analysis.
   • Tips: Schedule reports to be automatically generated and emailed to stakeholders.