Visual Dolphin Accounting Software Tutorial Extra Quality Today

Click and fill out the General Tab (Company name, tax registration number, and address).

Located on the left side of the screen, this collapsible menu houses the core sub-systems (General Ledger, Accounts Payable, Accounts Receivable, Inventory, etc.).

Select your targeted cash ledger account and upload your electronic bank statement.

Assign the account to a (Balance Sheet or Income Statement) to automate financial reporting. Click Save . Creating Customer and Vendor Profiles visual dolphin accounting software tutorial

Monthly reconciliations ensure account accuracy and catch unauthorized transactions early.

: Curious about a specific expense, she clicked a data point on the chart to see the underlying transactions from the general ledger. 2. Managing the Fiscal Calendar

The user interface relies on a standard hierarchical structure: Click and fill out the General Tab (Company

Panicked, she found the hidden key shortcut labeled “Reverse Transaction” buried in the help file (which was just a .txt file called DOLPHIN.TXT ).

Ensure your sub-accounts roll up seamlessly into parent totals for clean, summarized balance sheets. 3. Configuring Accounts Receivable (AR) & Client Portfolios

Define user roles and access rights (e.g., Admin, Accountant, Salesperson) to ensure data security. 3. Navigating the Dashboard The Visual Dolphin dashboard is user-friendly and modular. Assign the account to a (Balance Sheet or

This tutorial provides a step-by-step guide to navigating the software, setting up accounts, executing daily transactions, and generating reports. 1. Getting Started and Navigation

If a customer bought 5, you had to manually move one plug from Pod C to a “transit pod” before selling. It was absurd.