New User Guide
Here are a couple of key concepts you should
understand before you begin using your Bookkeeper-For-You
account.
Help
There is a help link at the top of every screen within your
account.
Clicking that help link will take you to the
section of the manual that describes the feature you're currently
looking at.
Backing Up Your Data
Video
Bookkeeper-For-You has a couple of different features
that help you download backup copies of your data to
your personal computer.
We recommend you turn on the
auto backup feature,
which will email you a backup of
all your data every time you login (at most once
per day).
You can find this feature by choosing Backup Data
from the Bookkeeper Features menu, found at top right of
screen once you login.
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The following paragraphs describe three features that give you
the flexibility to organize your data for your
unique situation.
We felt it would be helpful for you to have a general
understanding of these organizing features before you
start entering your data.
The operation of these features should become obvious with use.
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1) Databases
Video
You can create multiple databases within your account.
Each database you create within your account is
completely separate from your other databases.
As example, you might wish to keep your personal
finances within one database, and your business
finances within another database.
Before you begin entering data you may want to give
some thought as to how you want to organize your
data within one or more databases.
See
this section of the manual for a complete
discussion of your Bookkeeper-For-You databases.
2) Categories
Video
Inside each of your databases you can further organize
your data within income and payment categories that
you create.
You could for example place all the money you spend
on promoting your business within an "advertising"
category.
You might file all the income you get
from the sale of your ebook in a category you call "ebook sales".
Once you create an income or payment category, that category
is auto added to a drop down menu in the search feature,
which makes it easy to retrieve any specific set of data you
are interested in tracking.
3) Notes
Video
You can add a note to each income and payment entry, further
customizing the organization of your data.
You could for example use this field to include the check number of
a payment.
In an example above, we put all your ebook sales in to
an income category we called "ebook sales". We could
use the notes feature to further refine that organization
by typing which specific ebook was sold in the notes field.
So, a particular sale might be placed in the "ebook sales"
category, and in the notes field we specify the ebook
that was sold as "My Big Fat Ebook".
Once that is done you can easily find all ebook sales,
or all sales of any specific ebook.
This is just an example, you can use the category and notes
feature to organize the data for any kind of project.
Conclusion
These three features: databases, categories and notes,
are all under your control and allow you to organize
multiple projects in an almost unlimited number of ways
to suit your unique needs.
These features should become obvious as soon as you've
used them once or twice, and you can always refer to
the
manual for a more detailed
explanation.
