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Procedure manual

How to do each job in BizBooks360, one step at a time, with pictures from a sample company. 82 chapters in 15 volumes, free to read.

Volume 1

Getting started

4 chapters

  1. 1.1Signing in and choosing a company
  2. 1.2Creating a new company
  3. 1.3Finding your way around
  4. 1.4The dashboard

Volume 2

Sales

8 chapters

  1. 2.1Writing a sales invoice
  2. 2.2Estimates
  3. 2.3Receiving a customer payment
  4. 2.4One payment for several invoices
  5. 2.5Customer credits
  6. 2.6Customers
  7. 2.7Products and services
  8. 2.8Printing and sending invoices in batches

Volume 3

Expenses

5 chapters

  1. 3.1Recording an expense and writing a check
  2. 3.2Entering a bill
  3. 3.3Paying bills
  4. 3.4Vendor credits
  5. 3.5Vendors

Volume 4

Banking

8 chapters

  1. 4.1Bank accounts
  2. 4.2The account register
  3. 4.3Importing a bank or card statement
  4. 4.4Reconciling an account
  5. 4.5The check register and printing checks
  6. 4.6Deposits and deposit slips
  7. 4.7Transferring funds
  8. 4.8Bank rules

Volume 5

Accounting

5 chapters

  1. 5.1The chart of accounts
  2. 5.2Journal entries
  3. 5.3Searching transactions
  4. 5.4Account pools
  5. 5.6Merging duplicate entries

Volume 6

Reports

10 chapters

  1. 6.1Finding and running reports
  2. 6.2Profit and Loss and the Income Statement
  3. 6.3The Balance Sheet
  4. 6.4The Statement of Cash Flows
  5. 6.5The Trial Balance
  6. 6.6Receivables reports
  7. 6.7Transaction Journal and Audit History
  8. 6.8The Tax Report
  9. 6.9Forms 1099-NEC and 1099-MISC
  10. 6.10Other reports

Volume 7

Projects

3 chapters

  1. 7.1Setting up and running a project
  2. 7.2Project budgets and estimates at completion
  3. 7.3Project reports

Volume 8

Budgets

1 chapter

  1. 8.1Budgets

Volume 9

People

2 chapters

  1. 9.1Contacts
  2. 9.2Merging contacts

Volume 10

Fixed assets

1 chapter

  1. 10.1Fixed assets and depreciation

Volume 11

Payroll

4 chapters

  1. 11.1Setting up payroll
  2. 11.2Running payroll
  3. 11.3Payroll taxes
  4. 11.4Payroll reports

Volume 12

Timekeeping

4 chapters

  1. 12.1Entering your time
  2. 12.2Approving time and month-end
  3. 12.3Leave and expense claims
  4. 12.4Timekeeping reports

Volume 13

Property Management

15 chapters

  1. 13.1Setting up properties and units
  2. 13.2Importing a rental portfolio
  3. 13.3Listings, prospects and applicants
  4. 13.4Leases, move-in and the rent roll
  5. 13.5Rent, payments and late fees
  6. 13.6Collections, notices and payment plans
  7. 13.7Renewals, rent increases and move-out
  8. 13.8Work orders, vendors and bill approvals
  9. 13.9Inspections, meters and unit equipment
  10. 13.10Today, tasks and notifications
  11. 13.11Managed properties and owners
  12. 13.12Management fees, trust reconciliation, owner statements and the close (coming soon)
  13. 13.13Announcements, documents and the portals
  14. 13.14Leasing and occupancy reports
  15. 13.15Tenant charges, payments and notices reports
  16. 13.16Owner and trust reports (coming soon)
  17. 13.17Maintenance and vendor reports
  18. 13.18Report packs and the lender package (coming soon)

Volume 14

Tools

3 chapters

  1. 14.1Recurring transactions
  2. 14.2Attachments and the attachment manager
  3. 14.3Backup and restore

Volume 15

Settings

9 chapters

  1. 15.1Company, fiscal year and departments
  2. 15.2Menus and words
  3. 15.3Default accounts
  4. 15.4Sales tax and tax groups
  5. 15.5Closing the books
  6. 15.6Copying books
  7. 15.7Users and permissions
  8. 15.8API keys
  9. 15.9Your profile and sign-in security