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Overview of Bookkeeping

Overview

StudioCloud provides basic bookkeeping framework to allow businesses the ability to monitor their income and expense over time. By closely tracking a businesses inflows and outflows, business owners can better direct their finances and maximize their businesses profitability. This article gives a brief explanation of each of the tabs in the bookkeeping section.

Account Overview

The Account Overview is designed to give an overview of a businesses accounts such as bank accounts and credit card accounts.


  1. Click on the Bookkeeping component
  2. Click on the Accounts tab
  3. Click on the Accounts menu option

Account Details

The account details tab provides a breakdown of income and expenses for each account.


  1. Click on the Bookkeeping component
  2. Click on the Accounts tab
  3. Click on the Account Details menu option

Account Running Balance

The account details tab provides a breakdown of income and expenses for each account.


  1. Click on the Bookkeeping component
  2. Click on the Accounts tab
  3. Click on the Account Running Balance menu option

Manage Categories

Please see How to Create/Edit Income and Expense Categories for additional details

Manage Payees and Payers

Please see How to Create/Edit Payer or Payee Information in Bookkeeping for additional details

Manage Accounts

Please see How to Create/Edit Bookkeeping Accounts for additional details

Bookkeeping Reports

Click here for a list of Bookkeeping Reports