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getting started doing your own bookkeeping

with truckersbooks software

after you purchase the software

We personalize the software to identify the licensed user and make it easy for you to access support if required.

With add your business name and business numbers, such as your GST/HST or FID number for us users

This way, when you print reports or send your bookkeeping information to your Bank or to your accountant, your Canadian GST or US user FID number will identify you or your company.

After customization, we send you a link to download the software.

Getting Started

After you download the software, make a copy and name it.

"Your Bookkeeping Master"

Do not add any data to the Master as you will be using this to create your monthly working copy, or copies.

Make a copy of the "Your Bookkeeping Master" and name it:

"Your working copy Month-1".

Name this Your January Books, if January is the first month you will begin entering your bookkeeping data into the software.

Next, edit the Business Rules-Setup Page to add or edit the following:

The Work Month.    The Business Year end

With that done, you are now ready to start entering your bookkeeping business information.

from broker statements

► from invoices

► from receipts

► from all other applicable sources.

READ MORE

Click to read How!

Click here

to learn more about the software and its unique support features and benefits.

 

 

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