Receive Money Overview
Spend Money Overview
Changing Receive Money transactions
To change a Receive Money transaction
To change a recurring Receive Money template's name and/or frequency
To change a recurring Receive Money template's line items and additional information
Changing Spend Money transactions
To change a Spend Money transaction
To change a recurring Spend Money template's name or frequency
To change a recurring Spend Money template's line items and additional information
Choosing a linked account for undeposited funds transactions
To choose a linked account for undeposited funds transactions
To record a bank deposit for undeposited funds transactions
Creating a Receive Money transaction
Step 1: Select the account where the money from the Receive Money transaction will go
Step 2: Enter details about the Receive Money transaction
Step 3: Indicate which accounts will be affected by the transaction
Step 4: Choose what you want to do with the transaction
Creating a Spend Money transaction
Step 1: Select the account where the money will be drawn from
Step 2: Enter details about the transaction
Step 3: Indicate which accounts will be affected by the transaction
Step 4: Choose what you want to do with the transaction
Creating recurring Spend Money templates
To create a recurring Spend Money template
Creating VAT-only Spend Money transactions
To create a VAT-only Spend Money transaction
Entering a Receive Money transaction using the Bank Register
Step 1: Select the account where the money from the Receive Money transaction will go
Step 2: Enter details about the transaction
Step 3: Indicate which accounts will be affected by the transaction
Step 4: Choose what you want to do with the transaction
Entering a Spend Money transaction using the Bank Register
Step 1: Select the account where the money will be drawn from
Step 2: Enter details about the transaction
Step 3: Indicate which accounts will be affected by the transaction
Step 4: Choose what you want to do with the transaction
Entering withdrawals
To enter a withdrawal using the Record Journal Entry window
To enter a withdrawal using the Spend Money window
Finding transactions
To find a Receive Money transaction
To find a Spend Money transaction
To find a recurring Receive Money template
To find a recurring Spend Money template
To find a bank deposit for undeposited funds transactions
To display a list of recurring Receive Money templates
To display a list of recurring Spend Money templates
Printing cheques
To print cheques
To print a single cheque
Removing transactions
To remove a Receive Money transaction
To remove a Spend Money transaction
To remove a bank deposit for undeposited funds transactions
Removing recurring templates
To remove a recurring Receive Money template
To remove a Spend Money recurring template
Reversing transactions
To reverse a Receive Money transaction
To reverse a Spend Money transaction
To reverse a bank deposit for undeposited funds transactions
Tracking credit card payments
To record purchases made using a company credit card
To record a payment on a credit card account
Transferring funds
To transfer funds from a local account into a foreign account
To transfer funds from a foreign account into a local account
To transfer funds using the Record Journal Entry window
To transfer funds using the Spend Money window
Using recurring templates
To use a recurring Receive Money template
To use a recurring Spend Money template
Voiding cheque numbers
To void a cheque number
Writing VAT-only Receive Money transactions
To write a VAT-only Receive Money transaction