The screens available from the Resources menu provide access to helpful documents and reference materials including letter templates, IRS publications, and links to valuable information on the Internet.
The materials you can access from the Resources menu include accounting practice-related forms, information about a variety of standard industry charts of accounts, links to a wide array of publications and organizations, and training and demonstration material.
§ Supporting Documents: This screen provides a variety of documents, including new sign-up forms to help you to gather the information you need to set up clients, vendors, customers, and products or services, information about migrating data from QuickBooks (desktop version) to help you transition your data smoothly, and a Chart of Accounts detailing the contents of 30 industry-standard charts of accounts included with the system. Use this spreadsheet when you start a new client to review the account structure for each line of business represented. You can also save the spreadsheet, modify it, and create a client chart's of accounts by importing the Excel file.
§ Publications: This screen lists a comprehensive selection of IRS publications for small businesses on key topics such as record-keeping, taxes, retirement plans, and accounting methods, as well as useful links to business and accounting-related information and organizations.
§ Training: This screen provides access to a selection of brief training videos for each of the system's functional areas.
§ Demos: This screen provides access to information you can use to demonstrate the accounting module's features and functionality.
§ Webinars: This screen provides access to a variety of available recorded webinars to help you learn about new features and enhancements, and to use the system more efficiently.