Welcome to QuickEasy BOS Documentation
Welcome to the QuickEasy BOS documentation. Here, you will find information about QuickEasy Software's Business Operating Software: how each module works, step-by-step tutorials, and example setups you can copy.
Need a little more help? The friendly QuickEasy support team is happy to assist.
How to Find What You Need
Search — use the search box at the top of every page, or press / anywhere on the site to jump straight to it. Search results can be filtered by category and sorted by relevance or title.
Browse by category — the sidebar on every page groups the categories by topic, and always shows where you currently are. Use the menu (☰) button at the top left to show or hide it.
Enlarge screenshots — click any screenshot to view it full size, then click it again or press Escape to close it.
Pages come in a few different kinds, depending on what you are trying to do:
| If you want to... | Look for... |
|---|---|
| Understand a screen, button by button and field by field | An Interface, List View or Edit View page |
| Learn a task hands-on, step by step | A Tutorials page |
| Set up a Transaction Type the way most businesses need it | A Transaction Type Setup Example |
| Find the learning path for your role | Learning QuickEasy BOS |
| See what each module can do | The Features Overview |
| See what changed recently | What's New |
Coloured Callouts
As you read, you will see labelled blocks with a coloured edge. The label and colour tell you what kind of information each one holds:
- 💡 (yellow, with no label) — the page introduction: what the page or its tutorials cover.
- Info (green) — background and explanations: what something is, what a screen shows or how a feature works.
- Note (grey) — a condition or limitation that affects what you do, such as a step you must complete first or a choice you cannot change later.
- Tip (grey) — a quicker way to do something, or behaviour worth knowing.
- Warning (red) — a real risk, such as data that is replaced or deleted, wrong ledger postings or an action you cannot undo.
- Navigation (teal) — where to find something in the standard menu (your menus may be set up differently), for example:
Getting Started
- Learning Basic Functions of QuickEasy BOS: Start here if you are new.
- Setting Up QuickEasy BOS: The setup steps for a new company.
- Frequently Asked Questions: Answers to common questions about QuickEasy BOS.
- Glossary of Terms Used: The accounting, business and QuickEasy BOS terms used in these docs.