How can I become a dealer?

To become a dealer, you must have purchased at least one Cashbook at the full price and must be very familiar with how the software works.

Can I email a contact directly from Cashbook?

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 to your contact.

Will I need training?

One of the major benefits of Cashbook Complete is its “keep it simple” approach to accounting.  Most people will never need any training, but if you feel like you could benefit from direct learning, some of our dealers can provide training.

Can I export my data to Excel?

Yes.  You can export data from cashbook into Excel (or any spreadsheet program) using the Report Writer.  To do this, you need to:-