Easily access all screens quickly for fast data entry. Open only those screens you need to work in.
Setup company info and set your fiscal year dates. You can have 30 open months at a time allowing access and comparison reports for the current and prior year. This screen also gives a quick snapshot to the number of accounts, customers, vendors, items, salespeople and jobs that are set up.
Set up your own or import a template of a preset chart of accounts you can use and modify such as construction, services, or retail samples. Set up to 6 digit accounts. Or if you are using profit centers, your accounts should be 4 digits, then you can set up to 99 profit centers using a decimal. For example, 5200.01, 5200.02, etc.
Set a budget to help you stay on task and track income and expenses.
Sort by Customer name or enter a Customer code. Track up to 2 separate sales tax per customer, terms and set a credit limit.
Sort by Vendor name or enter a Vendor code. Vendors can be designated as a 1099, set up a credit limit and due days.
Set multiple tax rates, 3 different selling prices to assign to individual customers and track inventory.
Track income and expenses for up to 9,999 jobs.
Create invoices that record inventory sales, track sales commissions, enter tax rates and shipping expenses.
Provides a way for you to ensure that your record of transactions matches what the bank has recorded for the same account.
Checks and Shipping labels. You can also email Customer Invoices/Quotes and Item Purchases.
Create checks for purchases that don't involve inventory or accounts payable transactions. You can also record checks that were written manually.
View reports for a specific month or range of dates for Disbursements, Receipts, General, Item Purchases and Payables, Customer Invoices and Sales, Purchase Orders and Quotes.
Shows the accounts with the their detailed activity for selected months. Also create year-to-date reports.
Shows whether or not your company has earned a profit. In addition to dollar values, this report shows income and expense as a percent of total sales. If you use Profit Centers, you can create individual income statements for each profit center as well as a consolidated income statement for your company.
View Accounts Receivable and Payable reports, including Aged and Summary Aged reporting. Print mailing labels, 1099 MISC for Vendors and Customer Statements.