Cashbook Complete Video Tutorials
Click on the following links to watch video tutorials to help you learn your way around Cashbook Complete.
- Downloading and Installing Version 6 (5 mins)
- Setup Wizard (14 mins)
- Navigating the Software (10 mins) - Menus, deleting lines, right-clicking things, PDF reports, etc.
- Cashbook Overview (12 mins) - Categories, split transactions, journal entries, data entry tips, etc.
- Importing a Bank Statement (13 mins) - Downloading from your bank's website, creating rules, etc.
- Dealing with Different Payment Types (9 mins) - Handling EFT-POS, cheque, cash and POS (point of sale)
- Bills to Pay (5 mins)
- Contact Management (6 mins)
- Letterhead Setup (6 mins) - Adding your logo, contact details, etc.
- Invoicing Setup (9 mins) - Configuring the column layout, footers, etc.
- Email Setup (7 mins) - Configuring the software to send emails
- Invoicing Overview (14 mins) - Creating and managing invoices, etc.
- Invoice Payments (11 mins) - Marking invoices off as paid and sending statements (to get paid)
- Batch Invoicing (3 mins) - Repetitive weekly or monthly invoicing
Time & Cost
- Quotation / Estimate Overview (5 mins) - Editing the default template for new quotes, etc.
- Projects / Jobs Overview (6 mins) - Creating projects/jobs
- Products & Services Overview (5 mins) - Managing products and services, stock levels, etc.
- Report Writer Overview (9 mins) - Creating customised reports