How do I connect a bank or credit card account?
How do I connect a bank or credit card account?
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How to connect a bank or credit card account to auto download transactions?
Go to the Accounting Module Then go to Connected Account on the left menu Click on the Click on the Connect Now button accurants has integrated with Plaid which provides the service of connecting to the Financial Institutions and auto downloads the ...
How do I create an invoice?
You can either go to Invoice module, then click on Invoices on the left menu or you can click on the QuickAdd menu and click on Invoice Once in the Create Invoice page, click to add a Customer if it does not exist, if the Customer records are there, ...
How can I print a check?
Please click on the Quick Add Menu on the top of the page and select Print Check. The Print Check page will appear Select the Vendor, enter the amount and select the bank account the check will be printed from then click print The check will be ...
CRM
Contact - anyone that you come across in the due course or business. These are person who can be business owners or are employees or contractors that work for a Customer or Vendor. Adding all your personal contacts does not really quality as business ...
Do I have to enter my Sales and Expenses in Accounting module?
Do I have to enter my Sales and Expenses in Accounting module?