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Articles on:Accounting
The core bookkeeping tools behind your reports.

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  • Journal entries: record adjustments to your books
    A journal entry is a manual adjustment to your books. Use one for anything that doesn't come from a bank transaction, an invoice or a bill: accruals, depreciation, moving an amount from one account to another, or money the owner puts in or takes out. You'll find Journal entries under Accounting in the left sidebar. Tour of the page ![The Journal entries list. The numbers match the list below.](https://storage.crisp.chat/users/helpdesk/website/-/8/a/f/c/8afcc30bafd4b000/01-journal-entriFew readers
  • Reconcile a bank or card account
    This article walks through a bank reconciliation from start to finish, then explains the report you get at the end. You'll find Bank reconciliation under Accounting in the left sidebar. Bank reconciliation Reconciling checks that what Tabby has for an account matches your bank statement. You enter the statement's dates and balances, tick each transaction that appears on the statement, and when the difference is $0.00 you're done. Do it monthly, before you close the books. Tour of tFew readers
  • Chart of accounts: add, edit and merge accounts
    The Accounting module holds the structure behind your books. Most of the time Tabby keeps it up to date for you. This article introduces the module and covers its first page, the chart of accounts. Accounting at a glance Where to find it Open Accounting in the left sidebar. The group expands to show four pages. What each page is fFew readers
  • Classes and Profit & Loss by Class
    Classes let you see profit by client, project or location. Each transaction gets one class. To use more than one on a single transaction, split it. You'll find Classes under Accounting in the left sidebar. Tour of the page Page actions. Import, Export and New class. Tabs. Classes, and Profit & loss by class. **CoverFew readers

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