Accounting
Accounting software help and resources
89 articles
- Getting Started with Patriot Accounting
- Transfer Your Accounting Data
- Which Accounting Basis Should I Use?
- Setting Up Your Chart of Accounts
- How to Import Trial Balances
- How to Edit,Void, or Delete Beginning Balances
- How to Import Customers Into Accounting
- How to Import Vendors in Accounting
- Transaction Settings
- How to Import Your Chart of Accounts
- How to Close or Adjust Your Accounting Period
- Adding Your Company Tax ID Information in the Accounting Software
- How to Reset Your Account and Start Over
- How to Add and Manage Products and Services
- Managing Departments in Accounting
- Customize Invoice, Credit Memo, and Estimate Template PDFs
- Adding a Business Logo to Customer Invoices
- Invoicing Your Customers
- How do I add shipping charges to a customer invoice?
- Managing Your Customer Invoices
- Setting Payment Terms on Invoices
- How to Set Up and Manage Recurring Invoices
- Setting Your Invoice Payment Email Reminders
- How to Set Up Email Templates for an Invoice, Estimate or Credit Memo
- Adding Discounts to Your Customer Invoice
- Recording a Customer Payment
- Voiding a Customer Payment
- How to Email an Invoice to Your Customer
- How to Print Contractor or Vendor Checks Using Blank Check Stock
- Printing Vendor Checks After Payment
- Record a Vendor Past Payment in Accounting Software
- Making Corrections or Deductions to Vendor Payments
- What’s the Difference Between a Vendor vs. Contractor in Patriot Software?
- Recording a Vendor Payment Made by Credit Card
- Voiding A Vendor Payment in Accounting
- How to Add and Edit a Vendor in Accounting
- Entering Bills From Your Vendors
- How to Set Up Check Print Layout for Vendor Checks
- How to Add Attachments to a Vendor Record
- How to Pay Vendor Bills in Accounting
- Recording a Journal Entry
- How to Connect Your Bank Account or Credit Card for Accounting Journal Entries
- How to Enter a Deposit or Withdrawal in Accounting
- Reconciling Your Accounts with Patriot Software
- Voiding a Journal Entry
- Setting Up Rules for Imported Transactions
- Split Imported Bank Transactions
- Manage Imported Bank Transactions
- Manually Import Bank Transactions into Accounting for Journal Entries
- Void, Delete or Edit Transactions. What’s the difference?
- How to Manage Receipts and Documents
- Adding Attachments to Vendors and Customers
- Sales Tax Report
- Viewing Your Profit and Loss Statement
- Vendor Bills Report
- Accounts Payable Aging Report
- Accounts Receivable Aging Report
- Account Reconciliations Report
- Unpaid Customer Invoices Report
- Customer Invoice Detail Report
- Viewing Your Account Trial Balances
- Receivables Reports
- Payables Reports
- Financial Reports
- How to View Your Balance Sheet
- Payroll Ledger Transactions Report
- General Ledger Report
- Vendor Payment History Report
- Modified Transactions Report
- Check Register Report
- Customer Payment History Report
- 1099 Summary Report
- Missing 1099 Information Report