This tutorial provides the steps to undelete a client, session/event/appointment, invoice, payment, project, task, or bookkeeping ledger entry

How to Open the Logbook

To undelete a resource the logbook must first be open. Below are the steps to open the logbook.

1. Go…]]> Wed, 01 Feb 2017 18:06:35 -0500 https://app1.studiocloud.com/support/index.php?/article/AA-00864 https://app1.studiocloud.com/support/index.php?/article/AA-00712 Overview

An explanation of how to track undeposited funds.

How to Track Undeposited Funds

1. Create a new bookkeeping account called "Undeposited Funds"
1. The following tutorial explains how to create a bookkeeping account. http://app1.studiocloud.com/support/index.php?/article/AA-00520/0/How-to-CreateEdit-Bookkeeping-Accounts.html
2. Verify…]]> Wed, 19 Feb 2014 17:46:47 -0500 https://app1.studiocloud.com/support/index.php?/article/AA-00712 https://app1.studiocloud.com/support/index.php?/article/AA-00645 Overview

Sometimes businesses need to split an income or expense entry so that they can assign parts of the entry to different categories.  This is commonly done when tracking either credit card processing fees or taxes.

How to Split Income and Expense Entries

1. Go to…]]> Wed, 06 Feb 2013 14:14:20 -0500 https://app1.studiocloud.com/support/index.php?/article/AA-00645 https://app1.studiocloud.com/support/index.php?/article/AA-00619 Overview

   A common challenge that business owners experience is tracking credit card fees. This tutorial addresses some of the challenges as well as workarounds for tracking credit card fees.

   Tracking Credit Cards

   A credit card is a line of credit that has been granted to…]]> Tue, 28 Aug 2012 05:56:24 -0400 https://app1.studiocloud.com/support/index.php?/article/AA-00619 https://app1.studiocloud.com/support/index.php?/article/AA-00520

   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

   1. Click on the Bookkeeping component
   2. Click…]]> Tue, 21 Aug 2012 07:16:24 -0400 https://app1.studiocloud.com/support/index.php?/article/AA-00520 https://app1.studiocloud.com/support/index.php?/article/AA-00516

      Overview

      An explanation of how to switch between different accounts and view the associated income/expenses with different accounts.  

      How to View Details for an Account

      1. Open and login to StudioCloud
      2. Go to the Bookkeeping component
      3. Click…]]> Tue, 21 Aug 2012 07:13:05 -0400 https://app1.studiocloud.com/support/index.php?/article/AA-00516 https://app1.studiocloud.com/support/index.php?/article/AA-00515

         Overview

         StudioCloud allows you to specify the different types of payment you want to track in Point of Sale and Bookkeeping.  This tutorial will explain how to setup your payment types.

         How to Setup Payment Types

         1. Click on the Point of Sale component
         2. Click…]]> Tue, 21 Aug 2012 07:12:07 -0400 https://app1.studiocloud.com/support/index.php?/article/AA-00515 https://app1.studiocloud.com/support/index.php?/article/AA-00514

            Overview

            This tutorial explains how to import bookkeeping ledger entries into StudioCloud from a CSV file or from an OFX file. 

            How to Import Bookkeeping Ledger Entries from CSV or OFX

            1. Click on the Bookkeeping component
            2. Click on the Accounts tab
            3. Click…]]> Tue, 21 Aug 2012 07:10:59 -0400 https://app1.studiocloud.com/support/index.php?/article/AA-00514 https://app1.studiocloud.com/support/index.php?/article/AA-00459

               Overview

               Studiocloud can export bookkeeping data so that it can be imported into other 3rd party programs such as QuickBooks. This can be useful for people who need to send accounting or bookkeeping information to other consultants who do not use StudioCloud.

                

               How…]]> Tue, 21 Aug 2012 05:27:31 -0400 https://app1.studiocloud.com/support/index.php?/article/AA-00459