Webinar - Setting Up New Customer and Vendor Files and the File Cabinet

Our webinar on Set Up and Quick Tips for Admins Accounts and Bookkeepers - Part 2 is accessible below, with information from the presentation included in this article.

We'll be showing you some of the basics about your account set up, plus loads of tips and tricks to check out if you're already up and running. Please see below for the webinar recording, or continue as follows for an outline of the content from 25-11-15.

If you're having trouble accessing YouTube, you can alternately view the Vimeo link for this webinar. Some of the topics we'll be covering are:

  • Setting Up New Customer and Vendor Files
  • A Look Into the File Cabinet

Part 1 can be found at Webinar – Set Up and Quick Tips for Admins, Accounts and Bookkeepers

Part 3 can be found at Webinar – Employee Records, Assigning Licenses, Email and Signatures, Finding Help

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