Which report answers my question?
Statement for one account, Trial balance to check the books, P&L for profit, Balance sheet for position.
• Account statement — everything that happened on one account, with a running balance. Use it for "what does this customer owe me?".
• Trial balance — every account's closing balance in one list. Use it to check the books hang together.
• Profit and loss — income minus expenses over a period. Use it for "did we make money?".
• Balance sheet — what you own and owe on a date. Use it for "where do we stand?".
• Profitability — margin by product or sale.
Still not sure? Ask it in the chat in the corner — no account needed, and a person answers whatever the assistant can't.
How do I add a customer or a supplier?
Chart of accounts → New account → Type: Party, then say whether they are a customer, a supplier or both.
How do I enter my opening balances?
Opening balances carry your existing books into the app. Enter them once, before day-to-day work.
How do I record a payment I received or made?
Payments → New payment: pick the party, pick the cash or bank account, enter the amount.
How do I settle a small difference left on a customer or supplier balance?
Clear a rounding remainder, an agreed discount or a bad debt with Settle difference, rather than leaving it on the statement.