User Guide

AccountingSuite User Guide

  1. Overview
    1. How to Use This Guide
    2. System Requirements
    3. Enabling Pop-up Windows
    4. Subscribing to AccountingSuite
    5. Contact Us
      1. Help and Support
      2. Password Help
  2. Getting Started
    1. Getting Started Steps
      1. Chart of Accounts
        1. Sample Chart of Accounts
        2. Working with the Chart of Accounts
      2. How to Create a User
      3. Guide to Settings
        1. Entering Company Information
        2. Logo - Settings
        3. Default Posting Accounts
      4. Lists
        1. Salesperson
        2. Payment Terms
        3. Using Price Levels
        4. Classes
        5. Adding Item Categories
        6. Adding a new Location
        7. Other Lists and Settings
      5. Importing Customer, Vendor and Inventory Item Data
      6. Getting Started with Cloud Banking
      7. Creating or Importing Items
        1. Creating a Product Item
        2. Creating a Service Item
      8. Custom Fields
      9. Setting up Document Numbering
      10. Getting Started Resources
  3. General Topics
    1. General Navigation
      1. Searching
      2. The Legend of AccountingSuite
      3. The More Menu
    2. Document Status Descriptions
    3. Workflow
      1. Sales Workflow
      2. Purchase Workflow
    4. Terms and Definitions
    5. Document Numbering
    6. File Storage
    7. Using the Test Company
    8. Adjusting Print Settings
    9. Recurring Templates
    10. Print Form Customization
  4. Customer & Vendor Central
    1. Creating a New Customer / Vendor
    2. Enabling / Disabling a Company
    3. Customizing Customer / Vendor Central
    4. Emailing Documents
  5. Sales
    1. Sales Quotes
    2. Sales Orders
      1. Sales Order Pre-payments / Deposits
    3. Shipments
    4. Sales Invoices
    5. Cash Receipts
    6. Cash Sales
    7. Credit Memos
    8. Customer Statements
    9. Sales Tax
      1. AvaTax
        1. Enabling AvaTax
        2. AvaTax Setup
        3. Adding Tax Codes
        4. Enabling Products
        5. AvaTax on Transcactions
        6. Voiding a Transaction
        7. Reporting
      2. Enabling Built-in Sales Tax Features
        1. Built-in Sales Tax Features
    10. Sales Integrations
      1. Shipstation Integration
      2. Using Dwolla
      3. Processing Credit Cards Using Stripe
    11. Other Sales Topics
      1. Using SalesPal
      2. Visual Order Status Indicators
      3. Pricing Precision
      4. Price Matrix
  6. Purchases
    1. Purchase Orders
    2. Item Receipts
    3. Bills
    4. Bill Payments
    5. Printing Checks
      1. Adjust Check Printing
    6. Purchase Returns
  7. Inventory
    1. Inventory Items Overview
      1. Item Detail
      2. Item Categories
      3. Enabling / Disabling Items
      4. Disabling Items
      5. Items Tips and Tricks
    2. Inventory Adjustments
    3. Warehouse Transfers
    4. Advanced Inventory Features
      1. Assembly / Bill of Materials
      2. Using Multi-location
    5. Advanced Units of Measure
      1. Unit of Measure Sets
    6. Item Last Costs
    7. Using Serial Numbers
    8. Lots
  8. Banking
    1. Cloud Banking: Working with Downloaded Transactions
      1. How to Update Login Credentials in Cloud Banking
    2. The Register
    3. Bank Deposits
    4. Bank Transfers
    5. Payments
    6. Bank Reconciliation
    7. Multi-Currency
  9. Accounting
    1. The Chart of Accounts
    2. General Journal
    3. Journal Entries
    4. Budgets
    5. Audit Log
    6. Closing the Books
  10. Projects / Time Tracking
    1. Projects/Jobs
    2. Time-tracking
  11. Reporting
    1. Balance Sheet (accrual basis)
    2. 1099-Misc Tracking and Reporting
    3. Income Statement Detail Report
    4. Income Statement Report
    5. Using an External Business Intelligence Tool
      1. Using Klipfolio
      2. Zoho Reports
      3. Using Knowi
      4. Using EasyBI
      5. Data Mapping
  12. Administration
    1. Users
    2. Your Account
  13. Integrate with Zapier
    1. Getting Started with Zapier
    2. Available Zapier Actions
    3. Recommended Zaps: New Service Item in AccountingSuite from a new Jira Project
    4. Recommended Zaps: New Salesperson in AccountingSuite from Wufoo Form Submission
    5. Recommended Zaps: New Salesperson from Wufoo Form Submission
    6. Recommended Zaps: New Product in AccountingSuite from Hot Product in Product Hunt
    7. Recommended Zaps: New Salesperson from Google Spreadsheet Row
    8. Reccomended Zaps: Create new AccountingSuite Customer with New Salesforce Account
    9. Reccomended Zaps: New AccountingSuite Customer from New Facebook Lead Ad
  14. Reference
    1. Cloud Banking Error Code Reference
    2. Testing your internet connection speed
    3. Keyboard Shortcuts - PC
      1. Fields - Keyboard Shortcuts
      2. System-Wide Keyboard Shortcuts
      3. List View - Keyboard Shortcuts
      4. Working with Trees - Keyboard Shortcuts
      5. Text Field Keyboard Shortcuts
      6. Keyboard Shortcuts - Common Actions
      7. Keyboard Shortcuts - Common Actions (Mac)
  15. Feedback
  16. First Steps

Overview

 

Welcome to AccountingSuite:

doghead_yellowPowerful software for your growing business

AccountingSuite is a powerful cloud based business software that includes accounting, inventory, order management, time and project tracking. Our full-featured solution is powerful and flexible enough to support your business today — and scale with you as your business grows. Because AccountingSuite gives you more features up front, your total cost of ownership is often lower with no add-on’s to license.

Accounting & Reporting

Gives business owners and employees anytime, anywhere access to the financial data and reports they need to make day-to-day and strategic business decisions. Provides financial data for outside accountants, investors and partners.

  • General Journal / General Journal Entries
  • General Ledger
  • Trial Balance
  • Income Statement / Balance Sheet / Statement of Cash Flows

Cloud Banking

Connect AccountingSuite to your bank and credit card accounts and have transactions flow in automatically.

Sales Module

Manage all aspects of sales orders and customer service transactions. Designed to shorten your “order-to-cash” processes across all parts of your business.

  • Sales Orders
  • Sales Invoicing
  • Backorder Functionality
  • Electronic Delivery of Forms
  • Customer Returns
  • Customer Refunds
  • Cash and Credit Payments
  • Track deposits on Sales Orders

Purchasing Module

Stay on top of your purchasing processes with streamlined management of purchase orders, inventory receipts, vendor invoicing, and supplier refunds.

  • Purchase Orders
  • Vendor Invoices
  • Purchase Returns
  • Backorder Functionality
  • Refunds / Credit Memos

Inventory

  • Products and Services
  • Item Adjustments
  • Lots / Serial Numbers
  • Assemblies and Bill of Materials
  • Price Matrix
  • Multi-location
  • Warehouse Transfers
  • Lots and Serial Numbers
  • Advanced Units of Measure

Customer / Vendor Central

See all transactions associated with a customer or a vendor in one place.  Create new orders and invoices or view balances.

  • Create new customers or vendors
  • Create invoices, orders and other documents
  • View balances and transactions

Time and Project Tracking

Time and Project Tracking help keep costs under control and profits in the light.   The Project Profitability report brings it all together for a complete view of your business.

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