Knowledgebase · 20 articles

Company & Home

The Home Page, dashboards, calendar, reminders and the settings that belong to your whole company.

Home and overview4

The Home PageThe workflow page SeroBooks opens on — Vendors, Customers, Employees, Company and Banking drawn as flows, with every icon opening the screen that does that job.The DashboardToday's sales, the month, what customers owe, what you have to collect and pay by due date, top products and customers, and what needs attention — each card opening the list behind it.Company SnapshotThe business at a glance — bank and card balances, receivables and payables, twelve months of income and expense, this year against last, top customers and vendors, who owes you and whom to pay.Sales Analytics, Inventory Health and Cash Flow snapshotsThree focused screens under Reports ▸ Snapshots — what sells and who buys and when, what is wrong with your stock, and the money that actually moved in and out.

Everyday tools5

CalendarA month at a time — the transactions entered each day, invoices and bills falling due, memorized transactions scheduled and to dos due — with a click on any entry to open it.To Do ListKeep track of calls, e-mails, meetings, appointments and tasks — each with a priority, a due date and, if you like, the customer it is about.RemindersOne list of everything waiting to be done — money to deposit, overdue invoices, bills due, cheques and forms to print or e-mail, memorized transactions, to dos, sales orders and items to reorder — each line opening the screen that does it.Prepare LettersPrint collection letters to every overdue customer, or a letter to chosen customers or vendors, from a template with fields filled in — one letter a page on your letterhead.Enter Vehicle MileageRecord each trip in a company vehicle with its odometer readings, and charge billable trips to a customer or job at your mileage rate through Add Time/Costs.

Company settings6

Company InformationYour company's name, address and contact details, legal name and address, tax registration numbers, fiscal year and income tax form — the details printed on your invoices, statements and cheques.PreferencesThe company-wide settings, by QuickBooks category — date and time, fiscal year, default bank and discount accounts, finance charges, inventory warnings, report basis and sales-form defaults — and where every other setting lives.Set Closing Date and Year-EndCheck that a period is clean, lock it with a closing date and an optional password, and hand the books to your accountant.Document NumberingCheck your invoice, credit memo, sales order and purchase order numbers for gaps, duplicates, blanks, out-of-order dates and deletions.Accounting Setup (posting accounts)Choose the account each kind of money posts to, switch automatic posting on, and re-post history through the map.My AccountantGive your accountant's practice access to your books with a one-time connection code, see who has access and who has opened your books, and take access away.

Planning and budgeting3

Set Up BudgetsEnter a month-by-month Profit and Loss or Balance Sheet budget for a fiscal year, for the whole company, one class or one job.Budget vs ActualCompare what each income and expense account actually did with its budget, with each variance marked favourable or adverse.Cash Flow ProjectorProject your bank balance week by week from open invoices, open bills and the expenses and receipts you expect.

Currency2

Currency ListTurn on the foreign currencies your business deals in, see today's rate for each, and enter your own exchange rates by date.Home Currency Adjustment and foreign currencySee what you owe and are owed in each foreign currency, preview a period-end revaluation, and record it with a home currency adjustment journal.