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1 - Overview of Bookkeeping Settings

Overview This tutorial provides a general overview of the bookkeeping settings available to you. Explanation of Bookkeeping Settings Manage Categories This setting allows you to create, edit, and delete categories Manage Payees/Payers This setting allows…

2 Default Bookkeeping Category Account Types, Category Accounts and Categories

Overview This tutorial explains the category account types, default category accounts, and default categories available in StudioCloud. The Category Accounts and categories are customizable in StudioCloud but the Category Account Types are not. Income Description:…

3 How to Create/Edit Bookkeeping Accounts

Overview To keep track of your income and expenses, you will need to add bookkeeping accounts. An account is where you enter in income or expense ledger entries. How to Create/Edit a Bookkeeping Account Click on the Bookkeeping component Click on the Accounts…

4 How to Create/Edit Categories and Category Accounts

Overview This tutorial explains how to use create and edit categories and category accounts What is a Category? A category is used to track where your money is coming or going. How to Create/Edit Categories Go to the Bookkeeping component Click on the Settings…

5 How to Create/Edit Payer or Payee Information in Bookkeeping

Overview This tutorial explains how to create and edit Payee's and Payers for Bookkeeping How to Create/Edit Payer or Payee Information in Bookkeeping A payer is a person who is paying money (income) A payee is a person to whom money is paid (expense) How…