Knowledge Base

Accounting & Taxes

Help Guides

Payroll Liability Adjustment

Fixed Assets (adding and editing company assets)

Direct Deposit Vendor Setup

Service Agreements – Escrow Movements and Accounting

Customer:Job Form – Tax Info Tab

Chart of Accounts Numbering Convention

Chart of Accounts – Account Types (used in chart of accounts)

Floor Plan Sales

Set up a Loan or Line of Credit

Employee Advances

FAQs

Accounting and Chart of Accounts FAQs

Banking FAQs

What is the Purpose of Undeposited Funds

Accounting Reviews – FAQ

How do we void a check written in a prior year after tax returns are filed?

Track Sales Tax Paid for Materials and Deduct That Amount When Remitting Tax Collected

What are Uncategorized Accounts?

Sales and Use Tax (FAQ)

What are Undeposited Funds on the Balance Sheet?

How do I Issue a Refund Check to a Customer?

Tips

Beginning Balances and Ending Balances for Beginners

Handling Job Deposits or Down Payments on Job

Sales Tax Rates – Updating and Changing

Direct Cost and Gross Profit Sales Tax Item Tips

Bad Debt Write-off and Collection Agencies

Other Methods Inventory Costing Methods

Recording Tips & Gratuities

Out Of Balance Transactions

Opening Balances for Customers and Vendors (As Of Fields)

Managing Co-Op Manufacturer Rebates