Most QuickBooks Desktop names are used unchanged in SeroBooks, and each sits in the same menu. This table lists them all, so you can look up a QuickBooks name and see what SeroBooks calls it and where it is. Names are in Canadian spelling (cheque, centre). In a company whose books are kept in the United States, some screen titles use the US spelling: Write Checks, Customer Center, Vendor Center.
The Where in SeroBooks column gives the menu path. Many forms also have a Home Page icon or a keyboard shortcut; see The Home Page and Keyboard shortcuts.
Company and files
| QuickBooks Desktop | SeroBooks | Where in SeroBooks |
|---|
| Open or Restore Company | Open Company | File ▸ Open Company… (see Open Company) |
| Back Up Company | Back Up Company | File ▸ Back Up Company… |
| Restore (a backup) | Restore Company | File ▸ Restore Company… |
| Company file (.QBW) | Your company's books on the SeroBooks server | Nothing to open; sign in. See Where your data lives. |
| Print Forms | Print Forms | File ▸ Print Forms… |
| Print Forms ▸ Labels | Print Labels / Barcode Labels | File ▸ Print Labels…; Inventory ▸ Barcode Labels |
| Send Forms | Send Forms | File ▸ Send Forms… |
| Printer Setup | Printer Setup | File ▸ Printer Setup… |
| Preferences | Preferences | Edit ▸ Preferences… |
| Find / Advanced Find | Advanced Find | Edit ▸ Advanced Find… |
| Simple Find (in a window) | Find in This Window | Edit ▸ Find in This Window (Ctrl+F) |
| Transaction History | Transaction History | Edit ▸ Transaction History… (Ctrl+H); Reports ▸ Transaction History… |
| Transaction Journal | Transaction Journal | Edit ▸ Transaction Journal… (Ctrl+Y); Reports ▸ Transaction Journal… |
| Home Page | Home Page | Company ▸ Home Page |
| Company Snapshot | Company Snapshot | Company ▸ Company Snapshot; Reports ▸ Company Snapshot |
| Calendar | Calendar | Company ▸ Calendar |
| To Do List | To Do List | Company ▸ To Do List |
| Reminders | Reminders | Company ▸ Reminders |
| Prepare Letters and Envelopes | Prepare Letters | Company ▸ Prepare Letters… |
| Enter Vehicle Mileage | Enter Vehicle Mileage | Company ▸ Enter Vehicle Mileage… |
| My Company / Company Information | Company Information | Company ▸ Company Information… |
| Set Up Users and Passwords | Set Up Users and Roles | Company ▸ Set Up Users and Roles… |
| Set Closing Date | Set Closing Date and Year-End | Company ▸ Set Closing Date and Year-End… |
| Planning & Budgeting ▸ Set Up Budgets | Set Up Budgets | Company ▸ Planning & Budgeting ▸ Set Up Budgets |
| Cash Flow Projector | Cash Flow Projector | Company ▸ Planning & Budgeting ▸ Cash Flow Projector |
| Manage Currency ▸ Currency List | Currency List | Company ▸ Manage Currency ▸ Currency List |
| Home Currency Adjustment | Home Currency Adjustment | Company ▸ Manage Currency ▸ Home Currency Adjustment |
| Make General Journal Entries | Make General Journal Entries (list: General Journal Entries) | Company ▸ Make General Journal Entries… |
| Opening balances | Enter Opening Balances | Company ▸ Enter Opening Balances |
| Fixed Asset Manager | Fixed Asset Manager | Company ▸ Fixed Asset Manager |
| My Accountant | My Accountant | Company ▸ My Accountant |
Lists
| QuickBooks Desktop | SeroBooks | Where in SeroBooks |
|---|
| Chart of Accounts | Chart of Accounts | Lists ▸ Chart of Accounts (Ctrl+A) |
| Item List | Item List (the Products list) | Lists ▸ Item List; Inventory ▸ Products |
| Fixed Asset Item List | Fixed Asset Item List | Lists ▸ Fixed Asset Item List |
| Price Level List | Price Levels (customer groups) | Lists ▸ Price Level List; Customers ▸ Price Level List |
| Sales Tax Code List | Sales Tax Code List | Lists ▸ Sales Tax Code List |
| Class List | Class List | Lists ▸ Class List |
| Other Names List | Other Names List | Lists ▸ Other Names List |
| Terms List | Terms List | Lists ▸ Customer & Vendor Profile Lists ▸ Terms List |
| Payment Method List | Payment Method List | Lists ▸ Customer & Vendor Profile Lists ▸ Payment Method List |
| Customer Type List | Customer Type List | Lists ▸ Customer & Vendor Profile Lists ▸ Customer Type List |
| Vendor Type List | Vendor Type List | Lists ▸ Customer & Vendor Profile Lists ▸ Vendor Type List |
| Job Type List | Job Type List | Lists ▸ Customer & Vendor Profile Lists ▸ Job Type List |
| Customer Message List | Customer Message List | Lists ▸ Customer & Vendor Profile Lists ▸ Customer Message List |
| Ship Via List | Ship Via List | Lists ▸ Customer & Vendor Profile Lists ▸ Ship Via List |
| Vehicle List | Vehicle List | Lists ▸ Customer & Vendor Profile Lists ▸ Vehicle List |
| Memorized Transaction List | Memorized Transactions | Lists ▸ Memorized Transaction List (Ctrl+T) |
| Templates | Templates | Lists ▸ Templates |
| Add/Edit Multiple List Entries | Add/Edit Multiple List Entries | Lists ▸ Add/Edit Multiple List Entries… |
| Customize Favorites | Customize Favorites | Favorites ▸ Customize Favorites… |
Customers
| QuickBooks Desktop | SeroBooks | Where in SeroBooks |
|---|
| Customer Center | Customer Centre | Customers ▸ Customer Centre |
| Income Tracker | Income Tracker | Customers ▸ Income Tracker |
| Collections Center | Collections Center | Customers ▸ Collections Center |
| Lead Center | Lead Center | Customers ▸ Lead Center |
| Change Item Prices | Change Item Prices | Customers ▸ Change Item Prices |
| Create Estimates | Create Estimates (list: Estimates) | Customers ▸ Create Estimates |
| Create Sales Orders | Create Sales Orders (list: Sales Orders) | Customers ▸ Create Sales Orders |
| Sales Order Fulfillment Worksheet | Sales Order Fulfillment Worksheet | Customers ▸ Sales Order Fulfillment Worksheet |
| Create Invoices | Create Invoices (list: Invoices) | Customers ▸ Create Invoices (Ctrl+I) |
| Create Batch Invoices | Create Batch Invoices | Customers ▸ Create Batch Invoices |
| Pending Invoices | Pending Invoices | Customers ▸ Pending Invoices |
| Enter Sales Receipts | Enter Sales Receipts | Customers ▸ Enter Sales Receipts |
| Enter Statement Charges | Enter Statement Charges | Customers ▸ Enter Statement Charges |
| Assess Finance Charges | Assess Finance Charges | Customers ▸ Assess Finance Charges… |
| Receive Payments | Receive Payments | Customers ▸ Receive Payments |
| Create Statements | Create Statements | Customers ▸ Create Statements |
| Create Credit Memos/Refunds | Create Credit Memos/Refunds (list: Credit Memos) | Customers ▸ Create Credit Memos/Refunds |
| Add Time/Costs (Invoice for Time & Expenses) | Add Time/Costs | Customers ▸ Add Time/Costs |
| Jobs (Customer:Job) | Jobs | Customers ▸ Jobs |
| Customer balances (Customer Center) | Customer Balances | Customers ▸ Customer Balances |
Vendors
| QuickBooks Desktop | SeroBooks | Where in SeroBooks |
|---|
| Vendor Center | Vendor Centre | Vendors ▸ Vendor Centre |
| Bill Tracker | Bill Tracker | Vendors ▸ Bill Tracker |
| Enter Bills | Enter Bills (list: Bills) | Vendors ▸ Enter Bills |
| Pay Bills | Pay Bills | Vendors ▸ Pay Bills |
| Create Purchase Orders | Create Purchase Orders (list: Purchase Orders) | Vendors ▸ Create Purchase Orders |
| Receive Items / Receive Inventory | Receive Items | Vendors ▸ Receive Items; Home Page ▸ Receive Inventory |
| Enter Bill for Received Items | Enter Bill for Received Items | Vendors ▸ Enter Bill for Received Items; Home Page ▸ Enter Bills Against Inventory |
| Enter Bills ▸ Credit (vendor credit) | Enter Vendor Credits (list: Vendor Credits) | Vendors ▸ Enter Vendor Credits |
| (Expenses entered as cheques or bills) | Enter Expenses (list: Expenses) | Vendors ▸ Enter Expenses |
| Inventory Activities ▸ Adjust Quantity/Value on Hand | Adjust Quantity/Value on Hand | Vendors ▸ Inventory Activities ▸ Adjust Quantity/Value on Hand |
| Inventory Activities ▸ Build Assemblies | Build Assemblies | Vendors ▸ Inventory Activities ▸ Build Assemblies |
| Transfer Inventory (Enterprise) | Transfer Inventory | Vendors ▸ Inventory Activities ▸ Transfer Inventory |
| Sales Tax ▸ Manage Sales Tax | Manage Sales Tax | Vendors ▸ Sales Tax ▸ Manage Sales Tax |
| Contractor slips (T4A / T5018) | Contractor Slips (T4A / T5018) | Vendors ▸ Contractor Slips (T4A / T5018) |
| Vendor balances | Vendor Balances | Vendors ▸ Vendor Balances |
Employees
| QuickBooks Desktop | SeroBooks | Where in SeroBooks |
|---|
| Employee Center | Employee Centre | Employees ▸ Employee Centre |
| Pay Employees | Pay Employees | Employees ▸ Pay Employees |
| Enter Time / Use Weekly Timesheet | Timesheets | Employees ▸ Timesheets; Home Page ▸ Enter Time |
| Payroll Item List | Payroll Items (Benefits & Deductions) | Employees ▸ Payroll Items (Benefits & Deductions) |
| Pay Payroll Liabilities | Pay Payroll Liabilities | Employees ▸ Pay Payroll Liabilities |
| Process Payroll Forms (T4, RL-1) | Year-End Slips | Employees ▸ Year-End Slips |
| Record of Employment | Records of Employment | Employees ▸ Records of Employment |
| Payroll Setup | Payroll Setup | Employees ▸ Payroll Setup |
Banking
| QuickBooks Desktop | SeroBooks | Where in SeroBooks |
|---|
| Write Checks | Write Cheques (Write Checks in a US company) | Banking ▸ Write Cheques (Ctrl+W) |
| Enter Credit Card Charges | Enter Credit Card Charges | Banking ▸ Enter Credit Card Charges |
| Use Register | Use Register | Banking ▸ Use Register (Ctrl+R) |
| Make Deposits | Make Deposits | Banking ▸ Make Deposits; Home Page ▸ Record Deposits |
| Transfer Funds | Transfer Funds | Banking ▸ Transfer Funds |
| Reconcile | Reconcile (Begin Reconciliation) | Banking ▸ Reconcile |
| Loan Manager | Loan Manager | Banking ▸ Loan Manager |
| Bank Feeds | Bank Feeds | Banking ▸ Bank Feeds |
| Print Checks | Print Cheques | File ▸ Print Cheques… |
| Previous Reconciliation | Previous Reconciliation | Reports ▸ Banking ▸ Previous Reconciliation |
| Reconciliation Discrepancy | Reconciliation Discrepancy | Reports ▸ Banking ▸ Reconciliation Discrepancy |
| Checking register | Cheque Register | Reports ▸ Banking ▸ Cheque Register |
Reports
| QuickBooks Desktop | SeroBooks | Where in SeroBooks |
|---|
| Report Center | Report Centre | Reports ▸ Report Centre |
| Memorized Reports | Memorized Reports | Reports ▸ Memorized Reports |
| Scheduled Reports | Scheduled Reports | Reports ▸ Scheduled Reports |
| Commented Reports | Commented Reports | Reports ▸ Commented Reports |
| Company & Financial reports | Same names | Reports ▸ Company & Financial |
| Customers & Receivables reports | Same names | Reports ▸ Customers & Receivables |
| Sales reports | Same names | Reports ▸ Sales |
| Jobs, Time & Mileage reports | Same names | Reports ▸ Jobs, Time & Mileage |
| Vendors & Payables reports | Same names (Vendor Balance Summary, Unpaid Bills Detail…) | Reports ▸ Vendors & Payables |
| Purchases reports | Same names | Reports ▸ Purchases |
| Inventory reports | Same names | Reports ▸ Inventory |
| Employees & Payroll reports | Same names | Reports ▸ Employees & Payroll |
| Banking reports | Same names | Reports ▸ Banking |
| Accountant & Taxes reports | Same names (Trial Balance, General Ledger, Journal, Audit Trail…) | Reports ▸ Accountant & Taxes |
| Budgets & Forecasts reports | Same names | Reports ▸ Budgets & Forecasts |
| List reports | Same names | Reports ▸ List |
| Sales Tax: Tax Agency Report (GST/HST return) | Tax Agency Report (GST/HST Return) | Reports ▸ Sales Tax |
Reports QuickBooks Desktop has that SeroBooks does not produce are left off the Reports menu. The Report Centre lists every report SeroBooks has. See The Report Centre.
Window and Help
| QuickBooks Desktop | SeroBooks | Where in SeroBooks |
|---|
| View ▸ Open Window List / One Window / Multiple Windows | One Window / Multiple Windows, and the window strip | View ▸ One Window; View ▸ Multiple Windows |
| Window ▸ Tile Vertically / Tile Horizontally / Cascade / Close All | Same names | Window menu |
| Help ▸ QuickBooks Desktop Help | SeroBooks Help | Help ▸ SeroBooks Help (F1) |
| Help ▸ Update QuickBooks Desktop | Check for Updates | Help ▸ Check for Updates… |
SeroBooks screens with no QuickBooks equivalent
| SeroBooks | Where |
|---|
| Getting Set Up checklist | Help ▸ Getting Set Up |
| Dashboard, Sales Analytics, Inventory Health, Cash Flow snapshots | Company ▸ Dashboard; Reports ▸ Snapshots |
| Go To / Look Up | Edit ▸ Go To / Look Up… (Ctrl+K) |
| Payment Runs | Banking ▸ Payment Runs |
| Income Tax (T2 / GIFI) | Company ▸ Income Tax (T2 / GIFI) |
| Accounting Setup (posting accounts) | Company ▸ Accounting Setup |
| Warehouse and bins | Inventory ▸ Warehouse |
| Forecast, Reorder Levels, Ship to Amazon, What's Coming | Forecast menu |
| Amazon | Amazon menu |
| Maya, Team Chat | Help ▸ Ask Maya; Help ▸ Team Chat |
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