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Use the tabs below to open each transaction area. If you don’t have a horizontal scroll wheel on a smaller screen, hold SHIFT while using your mouse’s vertical scroll wheel to move horizontally through the tabs. You can also swipe left or right with a trackpad or touchscreen.

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Transactions (Scroll down for a second group of tabs)

New Transaction

Transactions

Journal Entries

Watch this video (you will also find this in the Journal Entry transaction screen inside 🧹Clean Books)

https://youtu.be/NK6lZ4W19zk?si=ld1gEQ1Qa5kEdKBQ

Saved Searches

Uncategorized

Setup & Management

Products & Services

Segments

Manage Tags

Import PDF / CSV

Payroll