Getting Started

Start Here Excepts from the Clients & Profits user guide. Click Getting Started to download the Adobe Acrobat file. The Best Questions & Answers Get answers to the most commonly-asked Windows and Macintosh technical questions with these tech notes. These tech notes are updated constantly based on calls to the Helpdesk. Keeping the Books in Balance It is good to print certain reports on a regular schedule to make sure Clients & Profits is in balance, especially since Clients & Profits does not require closing the month, only the year. Clients & Profits Flow Charts These visual guides illustrate key concepts behind Clients & Profits (they're great learning tools, too): The Big Picture What Does Posting Do? Debits and Credits Job Tracking Rates and Markups Sales Tax