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Pricing Schedules — Part 1

How pricing schedules work. Explore assigning pricing schedules and how to handle markups and discounts.

Pricing Schedules — Part 2

Discusses the mechanics of date-limited sales. You will learn how to create effective dates for sales and how to assign sales to customers.

Setting up Bank Accounts

How to define bank accounts. Learn about check formats, bank adjustment types, electronic funds transfer (EFT), and bank reconciliations.

User Preferences - Part 1

Learn about user roles, “free-floating” vs. “inside the desktop” windows, alternating row colors, ignoring translation errors, spell check, idle timeouts, preferred sites, text editing options, default ellipses actions, and menu preferences.

User Preferences — Part 2

Learn how to configure user preferences to create shortcuts and reminders. Video also discusses hot keys, events, alarms, password maintenance, and script debugging.

User Preferences - Part 3

Explore more details related to user and employee preferences. Learn how to create employees, maintain roles, and rescan privileges.

Setting up the Chart of Accounts

How to set up your chart of accounts. Learn about company and profit segments, sub accounts, general ledger posting, forward updating, G/L series discrepancies, and multi-company consolidation.

Defining Accounting Periods

How to create accounting periods and fiscal years. Explore closing and freezing accounting periods, filtering and maintaining fiscal years, and calculating retained earnings.