Bookkeeper-For-You.com
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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.




 

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.

 


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.








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