Support
Your step by step guide to getting started
There are four main areas in My Bookkeeping Online: the Dashboard, My Sales, My Purchases, and My Contacts: To make a start in each:
- Pick a start date.
- Decide whether to use the full purchase ledger functionality or not. If you choose not to, move onto the next step. If you decide to use the full purchase ledger:
- Activate the full purchase ledger. You may have already done this in the set up.
- Go to My Purchases and click on Add Credit Invoice.
- Enter the details of a Credit Invoice. It will help at this stage if you enter one for which you know the date of the corresponding payment.
- Next, import a bank statement.
- With an import successfully completed, click on a month with data in it.
- A Bank Data page will open.
- Select a payment to analyse:
- If you are using the full purchase ledger, find the payment that corresponds to the credit invoice you entered in Add Credit Invoice, and match the payment to it.
- Otherwise:
- Go to Add Contact by clicking on the little man icon in the middle box, and enter the new supplier details (using Add Category if you need to).
- When you save the Add Contact page, you will be returned to the payment on the Bank Data page. Select the new contact from the drop down list in the middle box.
- Check the analysis in the Right Hand Box is correct.
- Save the transaction.
- Work down the bank data page, repeating the process for other payments.
- Next, go to My Purchases, and:
- Add a Cash Expense (using Add Supplier and Add Category as you need to)
- Add a Mileage Claim (using Add Contact as you need to)
- Decide whether to use My Sales to record your sales. Depending on your decision above, either:
- Record a sale in My Sales (using Add Customer and Add Product or Add Service) OR
- Analyse a sale on the bank data screen (Using Add Customer if relevant to your business)
- YOU HAVE THE IMPORTANT AREAS COVERED - CONGRATULATIONS! Have a look in the reports in My Reports to see how the software is summarising the information you have processed.
- More advanced areas you may wish to tackle in due course:
- If at any stage you need help, click on the support button, or use the contact box at the bottom of each page to email us with any queries.
There are four main areas in My Bookkeeping Online: the Dashboard, My Sales, My Purchases, and My Contacts: To make a start in each:
- Pick a start date.
- Decide whether to use the full purchase ledger functionality or not. If you choose not to, move onto the next step. If you decide to use the full purchase ledger:
- Activate the full purchase ledger. You may have already done this in the set up.
- Go to My Purchases and click on Add Credit Invoice.
- Enter the details of a Credit Invoice. It will help at this stage if you enter one for which you know the date of the corresponding payment.
- Next, import a bank statement.
- With an import successfully completed, click on a month with data in it.
- A Bank Data page will open.
- Select a payment to analyse:
- If you are using the full purchase ledger, find the payment that corresponds to the credit invoice you entered in Add Credit Invoice, and match the payment to it.
- Otherwise:
- Go to Add Contact by clicking on the little man icon in the middle box, and enter the new supplier details (using Add Category if you need to).
- When you save the Add Contact page, you will be returned to the payment on the Bank Data page. Select the new contact from the drop down list in the middle box.
- Check the analysis in the Right Hand Box is correct.
- Save the transaction.
- Work down the bank data page, repeating the process for other payments.
- Next, go to My Purchases, and:
- Add a Cash Expense (using Add Supplier and Add Category as you need to)
- Add a Mileage Claim (using Add Contact as you need to)
- Decide whether to use My Sales to record your sales. Depending on your decision above, either:
- Record a sale in My Sales (using Add Customer and Add Product or Add Service) OR
- Analyse a sale on the bank data screen (Using Add Customer if relevant to your business)
- YOU HAVE THE IMPORTANT AREAS COVERED - CONGRATULATIONS! Have a look in the reports in My Reports to see how the software is summarising the information you have processed.
- More advanced areas you may wish to tackle in due course:
- If at any stage you need help, click on the support button, or use the contact box at the bottom of each page to email us with any queries.
