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SeroBooks
Knowledgebase · 10 articles

Troubleshooting & FAQ

Answers to common questions, fixes for common problems, and a glossary of accounting terms.

Frequently asked questions8

Signing in and companiesAnswers to common questions about signing in, passwords, staff usernames, expired subscriptions, syncing and switching between companies.Installing and updatingAnswers to common questions about installing SeroBooks for Windows, the update button, and what an update keeps.Invoices and paymentsAnswers to common questions about saving, editing and voiding invoices, and about applying customer payments, overpayments, underpayments and credits.Bills and vendorsAnswers to common questions about entering, editing, voiding and deleting bills, paying vendors, vendor credits and receiving stock.Banking and reconcilingAnswers to common questions about cheques, deposits, transfers, Undeposited Funds and reconciling a bank or credit card account.Reports and numbers that do not matchWhy two figures in SeroBooks can disagree — basis, dates, location, drafts and estimates, the posting map, closed periods — and how to track the difference down.Printing and emailAnswers to common questions about printers, printing invoices and cheques, saving PDFs, and emailing invoices, statements and reports.Permissions: "you do not have access"Why a menu item is missing, why a screen asks for approval, what the approval window wants, and what to do when your plan does not include a feature.

Reference2

Glossary of accounting termsPlain-language meanings of the accounting and SeroBooks terms used in the app and in this Knowledgebase, with a link to where each one is used.QuickBooks names and SeroBooks namesA look-up table from QuickBooks Desktop's names for forms, lists, centres and reports to what SeroBooks calls them and where to find them.