Categorising Transactions

Categories, Getting Started

User Guide » Category: "Getting Started" Categorising Transactions When you create or edit transactions, you can categorise them. Transaction Categories help you more clearly analyse your profit & loss, and see which products, services, or sources...

How to Record a Transaction

Getting Started

User Guide » Category: "Getting Started" How to Record a Transaction There are 2 ways to record a Sale. The first way is to import transactions from your online bank account or PayPal account. The second way is to manually record a Sale. This is the...

How to Import Transactions

Getting Started

User Guide » Category: "Getting Started" How to Import Transactions Importing Transactions is a very fast, very powerful way to populate your system. You can import transactions from a wide range of sources, including Amazon Seller Central, your bank...