AcctApp
Guides
How to use every part of AcctApp, 124 topics across 13 areas. The same content appears in the application under Help, so it is always in step with the version you are running.
⬡
Getting Started
9 topics
First-time setup · Signing in & Windows sign-in · Separate windows (pop-out)
◈
Setup & Configuration
13 topics
Chart of accounts (multi-level) · Tax codes & GST registration · Email (SMTP) - sending invoices & statements
◻
Day-to-Day
17 topics
Customers & suppliers · Contact photos & logos · Sales commissions
⇄
Bank Reconciliation
8 topics
How reconciliation works here · Set the opening balance · Import your statement (CSV)
⬢
Sales Channels & Payroll
6 topics
eBay - connecting your account · eBay - importing payouts & fees · Other sales channels
▤
Reports
9 topics
Financial statements · Dashboard - monthly revenue · Receivables & payables
◷
Period-End & Year-End
4 topics
Opening balances (going live) · Locking periods & years · Year-end close & retained earnings
◩
Importing & Exporting
3 topics
Importing setup data · Opening balances journal · Exporting
⬡
Plugins & Extending
8 topics
Plugins overview - installing & managing · Plugin manifest.json reference · Writing an event-bus plugin (entry.js)
◈
Point of Sale
22 topics
Setting up the POS · Multi-store & multi-terminal POS · Tablet POS - the sale screen
◻
Operations & Productivity
17 topics
Dashboard & Today widget · Notifications Centre · CRM Pipeline
◩
Office Suite
6 topics
Overview: Spreadsheeter, Documenter, Presenter, Diagrammer · Diagrammer · Spreadsheeter - Database Query
⬡
Legal & Privacy
2 topics
Privacy policy · Terms of use & licence
Installation & Setup Guide
Choosing a database, installing and configuring SQL Server, connecting AcctApp, and setting up your first company.
Open the installation guide →