Miscellaneous

You can use standard Windows keyboard shortcuts when entering data plus some additional ones as outlined below:- Copy — Press CTRL and C at the same time Paste — Press CTRL and V at the same time [...]

In the software, choose “New Cashbook” from the “File” menu or click the “New” button (near the top left of the screen). When you create a new data file, [...]

To change your currency settings or number formatting in Cashbook, you need to:- Click on the “File” menu (at the very top left of the screen) and choose “Setup Wizard” On [...]

No.  Cashbook Complete doesn’t have a purchase order facility at this stage.

Yes.  To do this, lookup the contact you want to email, then simply double-click on their email address.  This will bring up a new email message in your normal email software, already addressed [...]

One of the major benefits of Cashbook Complete is its “keep it simple” approach to accounting.  Most people will never need any training due to the overall simplicity of the software [...]

Unfortunately, with the number of different banks that exist, and the fact that they often update how things work, we’re unable to provide specific steps on how to download your bank [...]

Yes.  You can export data from cashbook into Excel (or any spreadsheet program) using the Report Writer.  To do this, you need to:- Open a report in the Report Writer and configure it to suit [...]

Yes.  You can convert anything (invoices, quotes, reports, etc.) into a PDF document as follows:- Print preview the invoice, quote, report, etc. that you want to convert Right-click on the item [...]

If you click the “Print” button on the toolbar or use the “CTRL” + “P” keyboard shortcut, the print job will go straight to your default printer.  Therefore, [...]