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1 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…

2 How to Create/Edit Payment Types

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 Click on the Point of Sale component Click…

3 How to Export Bookkeeping Accounts From StudioCloud

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.…

4 How to Import Bookkeeping Ledger Entries from CSV or OFX

Overview This tutorial explains how to import bookkeeping ledger entries into StudioCloud How to Import Bookkeeping Ledger Entries from CSV or OFX Click on the Bookkeeping component Click on the Accounts tab Click the Accounts button Select the checkbox for…

5 How to Split Income and Expense Entries

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 credit card processing fees. How to Split Income and Expense Entries Go to the Bookkeeping…

6 How To Track Credit Cards Fees In StudioCloud

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…

7 How To Track Undeposited Funds

Overview An explanation of how to track undeposited funds. How to Track Undeposited Funds Create a new bookkeeping account called "Undeposited Funds" The following tutorial explains how to create a bookkeeping account. http://app1.studiocloud.com/support/index.php?/article/AA-00520/0/How-to-CreateEdit-Bo

8 How to Undelete Client, Session, Invoice, Etc.

Overview 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…

9 How to View Details for an Account

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 Open and login to StudioCloud Go to the Bookkeeping component Click on the Accounts tab…