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  • 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...

  • Manage clients using the Client Dashboard

    Learn how to use the Client Dashboard to manage your clients.   The Client Dashboard helps you work...

  • 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...

  • How to view your wholesale billing clients' status information

    When you manage multiple clients through Wholesale Billing, it's useful to be able to see account status...

  • 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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