How to use every screen in Count My Bucks, organized the same way as the app's own menu.
Sales menu, Invoices.
Sales menu, Estimates.
Sales menu, Credit Memos.
Sales menu, Sales Receipts.
Sales menu, Refund Receipts.
Sales menu, Payments.
Reports menu, Consolidated Reports, then Customer Statements.
Purchases menu, Bills.
Purchases menu, Vendor Credits.
Purchases menu, Vendor Payments.
Purchases menu, Print Checks.
Left nav, Transactions.
Companies menu, Consolidated Mode, then left nav, Transactions.
Companies menu, Consolidated Mode, then left nav, Categories.
Left nav, Categories (Chart of Accounts).
Accounting menu, Bank Deposits.
Accounting menu, Journal Entries.
Accounting menu, Recurring Entries.
Accounting menu, Reconcile.
Reports menu, Income Statement.
Reports menu, Balance Sheet.
Reports menu, Cash Flow Statement.
Reports menu, Trial Balance.
Reports menu, General Ledger.
Reports menu, Journal.
Reports menu, AR Aging Summary.
Reports menu, AR Aging Detail.
Reports menu, AP Aging Summary.
Reports menu, AP Aging Detail.
Reports menu, Open Invoices.
Reports menu, Unpaid Bills.
Reports menu, Customer Balance Summary.
Reports menu, Customer Balance Detail.
Reports menu, Vendor Balance Summary.
Reports menu, Vendor Balance Detail.
Reports menu, Sales by Customer Summary.
Reports menu, Sales by Customer Detail.
Reports menu, Sales by Product/Service Summary.
Reports menu, Sales by Product/Service Detail.
Reports menu, Income by Customer Summary.
Reports menu, Expenses by Vendor Summary.
Reports menu, Transaction Detail by Account.
Reports menu, Collections.
Reports menu, 1099 Contractor Balance Summary.
Reports menu, 1099 Transaction Detail.
Accounting menu, Budgets, then a budget's Budget vs Actuals link.
Accounting menu, Chart of Accounts (also under Admin for owners).
Left nav, Categories.
Sales menu, Products and Services.
Sales menu, Sales Tax Rates.
Accounting menu, Payment Terms.
Left nav, Rules.
Left nav, Rules, then Rule Suggestions.
Accounting menu, Budgets.
Reports menu, External Sources.
Companies menu, Manage Companies.
Companies menu, Select / Switch Company.
Companies menu, Manage Companies, then New Company or Edit.
Companies menu, Manage Companies, then a company's Closing Date link.
Admin menu, Audit Log.
Companies menu, Manage Companies, then a company's Event Notifications link.
Companies menu, Manage Companies, then a company's Invoice Reminders link.
Companies menu, Manage Companies, then a company's API Access link.
Companies menu, Consolidated Mode.
Customers or Vendors page, Merge button (in Consolidated Mode).
Admin menu, Manage Users.
See which plan includes a feature on pricing, or how Count My Bucks compares to QuickBooks. Built for a specific setup? See franchise accounting, multi-entity bookkeeping, or bookkeeping for multiple clients.