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SeroBooks
Knowledgebase · 9 articles

Files, Printing & Data

Back up and restore, import from QuickBooks, print and send forms, printers, invoice layout and how your data is kept.

Your company file4

Back Up CompanySave a complete copy of your company's books to a file you keep, give to your accountant, or restore later.Restore CompanyLoad a SeroBooks backup back into a company: read it, review what it would create, restore, and undo if you need to.Import from QuickBooksMove your books from QuickBooks Desktop (live over the Web Connector, or from an .IIF file) or QuickBooks Online into SeroBooks, check the result, and undo it if needed.Where your data lives and how it syncsYour company is kept in the SeroBooks cloud; each computer keeps its own local copy of each company's lists and settings and brings it up to date when you sign in.

Printing and sending5

Print FormsPrint a batch of invoices, sales receipts, credit memos, estimates, sales orders or purchase orders in one go, laid out with the template you choose.Send FormsEmail a batch of invoices, sales receipts, credit memos, estimates, sales orders or purchase orders, each to its own recipient with the form attached as a PDF.Printer SetupChoose the printer this computer uses for invoices, statements and other documents, and the printer it uses for barcode labels.The printed invoice (PDF) explainedA block-by-block guide to the invoice SeroBooks prints, saves as PDF and attaches to emails: header, status, customer and ship-to, lines, tax summary, payments and totals.Emailing invoices, statements and reportsHow SeroBooks emails invoices, estimates, orders, credit memos, statements and reports, what the recipient receives, and what to do when an email does not go.