All Tutorials

💡This page lists every tutorial in QuickEasy BOS in a suggested learning order.

The stages follow the order in Setting Up QuickEasy BOS: first the screens that every module shares, then the setup steps in the order they depend on each other, then daily transactions and reporting. The optional modules (Estimating, Production Planning, Service Manager, Timekeeping and Point of Sale), customisation and the Mobile App come last. Skip any module you do not use.

Each numbered entry is a tutorials page; the links below it go straight to each tutorial on that page.

Note

For complete worked setups of individual Transaction Types (e.g. Quotations, Customer Invoices, Goods Received), see the Transaction Type Examples categories, starting with Transaction Type Examples – Customers.

Find Your Way Around

Learn the screens and features that every module shares.

  1. Popups (Layout)
  2. Grid View Tutorials (Layout)
  3. Saving and Restoring Layouts (Layout)
  4. Notes and Attachments Tutorials (Notes and Attachments)
  5. Batch Updates Tutorials (General Functions and Features)
  6. Changelogs (General Functions and Features)
  7. Output Tutorials (General Functions and Features)
  8. Recycle Bin Tutorials (Menus)

Set Up Users, Settings and Entities

Give people access, choose the general settings, and create the entities that transactions and reports are allocated to.

  1. User Access Setup Tutorials (User Access)
  2. User Access Tutorials (User Access)
  3. User Settings and Connections Tutorials (User Access)
  4. General Settings Tutorials (Getting Started)
  5. Status Tutorials (General Functions and Features)
  6. Entities Tutorials Creating and Editing (Entities)
  7. Entities Tutorials List Views (Entities)

Set Up Accounting

Create the Chart of Accounts, VAT Types, currencies, credit terms and bank profiles that customer, supplier and ledger transactions use.

  1. Chart of Accounts Tutorials (Accounting)
  2. VAT Types Tutorials (VAT & WHT)
  3. Currency Tutorials (Accounting)
  4. Budgets Tutorials (Accounting)
  5. Budgets vs Actuals Tutorials (Accounting)
  6. Credit Terms Tutorials (Contacts)
  7. Bank Profiles Tutorials (Banking)
  8. WHT Setup Steps (VAT & WHT)
  9. Tax Reconciliation Setup Tutorials (VAT & WHT)

Contacts, Customers and Suppliers

Create the lists that contact records use, then the staff, customer and supplier records themselves.

  1. Positions (Contacts)
  2. Billing Methods Tutorials (Contacts)
  3. Contact Categories (Contacts)
  4. Custom Attributes Tutorials (Attributes)
  5. Contacts Tutorials Creating and Editing (Contacts)
  6. Contacts Tutorials Viewing (Contacts)
  7. Customer Records Tutorials (Customers)
  8. Price Lists Tutorials (Customers)
  9. Supplier Records Tutorials (Suppliers)

Items and Assets

Create an item for every task, raw material and finished good, and record your assets.

  1. Item Categories Tutorials (Items)
  2. Item Attributes Tutorials (Items)
  3. Item Creation and Editing Tutorials (Items)
  4. Item List Views Tutorials (Items)
  5. Item Summary Tutorials (Items)
  6. Online Libraries Tutorials (Getting Started)
  7. Asset Groups (Assets)
  8. Assets Tutorials: Creating and Editing Assets (Assets)

Transaction Types

Transaction Types set the rules for capturing transactions. Create them before you capture any transactions.

  1. Transaction Type Tutorials (Transaction Types)
  2. Transaction Type Settings Tutorials (Transaction Types)
  3. Transaction Type Statuses Tutorials (Transaction Types)
  4. Transaction Categories Tutorials (Transaction Types)
  5. Copying Transactions (Copy Rules) Tutorials (Transaction Types)
  6. Output Template Tutorials (Output, Emails, and Designers)
  7. Followers (Transaction Types)
  8. VAT Setup for Transaction Types Tutorials (VAT & WHT)
  9. Calendar Type Tutorials (Calendars)

Add the modules and Transaction Types you have set up to menus so that people can open them.

  1. Menu Groups (Menus)
  2. Menu Templates (Menus)

Capture Transactions

Create, find and edit transactions, allocate payments, and record common ledger and inventory transactions.

  1. Transactions List View Tutorials (Transactions)
  2. Transactions Edit View Tutorials (Transactions)
  3. Linking Transactions (Transaction Types)
  4. Transaction Allocations (Transactions)
  5. Proposals Tutorials (Transactions)
  6. Calendars and Transactions (Calendars)
  7. Calendar Tutorials (Calendars)
  8. WHT Tutorials (VAT & WHT)
  9. Items and General Ledger Transactions (Ledger Transaction Examples)
  10. Ledger Transaction Tutorials (Transactions)
  11. Inventory Recording Methods (Inventory)
  12. Inventory Tracking Tutorials (Inventory)
  13. Inventory Replenishment Tutorials (Inventory)

Accounts, Banking and Reporting

Follow up customer and supplier accounts, reconcile the bank and tax, view the financial statements and see what transactions cost.

  1. Customer Age Analysis and Ledger Tutorials (Customers)
  2. Supplier Age Analysis and Ledger Tutorials (Suppliers)
  3. Bank Imports Tutorials (Banking)
  4. Bank Reconciliations Tutorials (Banking)
  5. Ledger Tutorials and Troubleshooting (Accounting)
  6. VAT Reconciliation Tutorials (VAT & WHT)
  7. WHT Reconciliation Tutorials (VAT & WHT)
  8. Trial Balance Tutorials (Financial Statements)
  9. Statement of Profit or Loss Tutorials (Financial Statements)
  10. Statement of Financial Position Tutorials (Financial Statements)
  11. Financial Reporting Dashboard Tutorials (Financial Statements)
  12. Cost of Sales Tutorials (Cost of Sales)

Estimating

Set up Estimate Types, then add estimates to quotations.

  1. Estimate Type Tutorials (Estimating)
  2. Estimate Tutorials (Estimating)
  3. Multi-level BOM Estimates (Estimating)

Production Planning

Prepare the Transaction Types for production, then manage jobs, materials, tasks and outwork.

  1. Production Planning Setup Tutorials (Production Planning)
  2. Production Planning Jobs Tutorials (Production Planning)
  3. Production Planning Materials Tutorials (Production Planning)
  4. Production Planning Tasks Tutorials (Production Planning)
  5. Production Planning Outwork Tutorials (Production Planning)

Service Manager

Set up Service Types and Project Templates, then create and process service tickets and projects.

  1. Service Types Tutorials (Service Manager)
  2. Project Templates Tutorials (Service Manager)
  3. Service Tickets Tutorials (Service Manager)
  4. Non-Conformance Reports (NCRs) (Service Manager)

Timekeeping

Set up timekeeping, then record, edit and approve time.

  1. Timekeeping Settings Tutorials (Timekeeping)
  2. Timekeeping Statuses Tutorials (Timekeeping)
  3. Timekeeping User Access Tutorials (Timekeeping)
  4. Timekeeping Tutorials (Timekeeping)

Point of Sale

Set up Point of Sale (PoS), then run till sessions and record cash sales.

  1. Point of Sale Setup Tutorials (Point of Sale)
  2. Point of Sale Tutorials (Point of Sale)

Customise QuickEasy BOS

Create your own reports, document templates, custom actions and translations.

  1. Custom Reports Tutorials (Custom Reports)
  2. Edit Reports Tutorials (Custom Reports)
  3. Report Example – Quotations This Month (Custom Reports)
  4. Form Designer – Reportbuilder Tutorials (Output, Emails, and Designers)
  5. Custom Actions Tutorials (General Functions and Features)
  6. Language Tutorials (Languages)

Mobile App

Use the QuickEasy BOS Mobile App for customer information and timekeeping away from your desk.

  1. Mobile App General Functions Tutorials (Mobile App)
  2. Mobile App Customers Tutorials (Mobile App)
  3. Mobile App Timekeeping Tutorials (Mobile App)

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