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SeroBooks
Knowledgebase · 20 articles

Getting Started

Install SeroBooks, sign in, open your company and learn your way around the screen.

Welcome3

Welcome to SeroBooksWhat SeroBooks is, how it is organised, and where to start reading.Coming from QuickBooks DesktopWhat works the same as QuickBooks Desktop, what is named or placed differently, and the handful of habits worth changing.Setting up your company, step by stepThe order to set up a new SeroBooks company in, from signing in to the first invoice, with a link to the article for each step.

Install, sign in and companies4

Install SeroBooks and keep it up to dateDownload and install SeroBooks for Windows, and update it with one click when a new version is out.Sign inSign in to your company with your email or staff username, stay signed in, reset a forgotten password and sign out.Open Company and working with several companiesSwitch between the companies you keep in SeroBooks, each with its own sign-in and its own books, and add another company to the list.Getting Set Up checklistThe six things a new company has to do before its books are right, worked out from your data every time you open it, with a button that takes you to each one.

Finding your way10

A tour of the SeroBooks screenEvery part of the SeroBooks window, from the menu bar at the top to the status bar at the bottom, and what each one is for.The menu barHow SeroBooks' QuickBooks-style menus open, what each menu holds, the Alt keys, and why some items are not shown to you.Windows: One Window, Multiple Windows and arranging themHow SeroBooks opens each form in a window of its own, how to move between windows, tile and cascade them, work in One Window view, and use a second monitor.Go To / Look Up (Ctrl+K)One search box that opens any area of SeroBooks or looks something up (a customer's balance, what is due, the chart of accounts) without leaving what you are doing.Find in this windowSearch inside the window in front, whether it is a report, a list or an invoice, with Ctrl+F or F3, and narrow a list with pinned searches and filters.Keyboard shortcutsEvery keyboard shortcut in SeroBooks — opening forms, look-ups, saving and printing, moving between windows, dates and menus.Escape, Back and closing formsHow Esc takes you one step back at a time, what it closes in which order, when SeroBooks asks before throwing work away, and the Go Back button.The Favorites menuBuild your own menu of the forms, lists, reports and commands you use most, in the order you want them.The left navigation panelThe panel that slides in from the left of the screen, with the printers, Admin, the Knowledgebase, Switch Company, updates, settings and sign-out.Entering data: dates, amounts, searches and drop-downsHow to fill in SeroBooks forms quickly — typing dates with QuickBooks' date keys, amounts, and the search fields for customers, vendors, items and accounts.

Help and support3

Using this KnowledgebaseHow to find an answer in the SeroBooks Knowledgebase — search, categories, articles, the Open this screen button, and F1 for the screen in front.Ask Maya, your assistantMaya answers questions about your own books from the live ledger, explains how to do things in SeroBooks, sends a morning brief, and can draft work that waits for a person to approve it.Team ChatMessage the other people in your company from inside SeroBooks — one-to-one conversations, files and screenshots — without leaving the screen you are on.