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  • How to customize Inventory Reports

    If you use inventory tracking, you may notice multiple lines for the same item on the Sales by...

  • How to change the sort order of chart of accounts

    There is no direct way to change the sort order of accounts in the Chart of Accounts, however, the order...

  • How do I change the first day of my work week on my timesheet?

    Do you need to change the first day of your work week on your timesheet? This can be done in a few steps....

  • How to make a vendor inactive

    You cannot delete a vendor at this time, but you can make one permanently inactive. Here's how to make a...

  • How to add the account summary on an invoice template

    The Account Summary lets you show your customers new charges, while reminding them that they still have a...

  • Vendors overview

    The Vendors page is where you keep track of the vendors you work with. Vendors are people or companies that...

  • What is a Balance Sheet report?

    A Balance Sheet report gives you a financial snapshot of your company as of a specific date. It calculates...

  • How to edit a recurring template

    Recurring templates can help you save time. Here we show you how to edit a recurring template, explain the...

  • Know more about the expenses page

    The Expenses page is a central area to view and work with your company's money-out transactions. To get to...

  • How to view your Retained Earnings account

    Your Retained Earnings account shows the total of your company's income and expenses from all previous...

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