Optitech | Winbooks — Video tutorials

#01

Getting started with Winbooks

Installation and initial configuration of Winbooks Accounting.

#02

Creating journals

How to create and configure journals in Winbooks.

#03

Managing customers and suppliers

Creating and managing customer and supplier records.

#04

Entering invoices

Step-by-step entry of a sales or purchase invoice.

#05

VAT declaration

How to generate and check the periodic VAT declaration.

#06

Importing CODA bank files

Importing CODA statements and automatic matching.

#07

Analytical accounting

Using the analytical module for department-level reporting.

#08

Year-end closing

Procedure for the annual closing and carry-forward to the next year.

#09

Backup and restore

How to create a backup and restore a Winbooks file.

#10

Winbooks Logistics — Introduction

Overview of the logistics module: orders and stock.

#11

Virtual Invoice — Processing invoices

Automatically entering incoming invoices with Virtual Invoice.

#12

Update procedure

How to safely update Winbooks to the latest version.

Winbooks — Video tutorials