Toggle between General Ledger, Payables, Receivables, and Inventory.
Define items with SKU, cost, and selling price.
The system automatically generates the journal entry: Debit Accounts Receivable, Credit Revenue. 4.3. Recording Customer Payments Go to .
If your company does similar projects, create a template to speed up new project creation.
: Tutorials emphasize powerful reporting tools that allow for customized templates and the export of data directly to Microsoft Excel. Pros & Cons Based on User Reviews Pros Cons Intuitive Interface : Generally considered easy to navigate. visual dolphin accounting software tutorial
After installation, the initial configuration lays the foundation for your financial data. To start, navigate to the "Administer" screen via Registrations > Settings > Administer to configure user permissions. Within the "Users" folder, select the user responsible for document maintenance and grant them the "Accounting Administrator" permission under the "Accounting Permissions" section.
This article serves as your comprehensive, hands-on tutorial for Visual Dolphin Financials. We'll cover everything from initial setup and navigating the customizable "MyDolphin" dashboard to mastering core modules like the General Ledger, Accounts Payable, and Accounts Receivable, and generating the key reports you need to drive your business forward.
: Monitor cash flow projections and perform bank reconciliations within the system. 4. Reporting and Decision Making
Record customer payments via cash, check, or credit card. Visual Dolphin supports Batch Processing , allowing you to group daily receipts for easier bank reconciliation. : Tutorials emphasize powerful reporting tools that allow
Visual Dolphin Accounting Software Tutorial: A Comprehensive Guide to Streamlining Your Finances
I can provide specific troubleshooting steps or advanced configurations for your workflow. Share public link
Record receipts from suppliers and shipments to customers. Costing Methods: Supports FIFO, Weighted Average, etc. 7. Generating Reports and Financial Statements Visual Dolphin offers powerful reporting tools. 7.1. Trial Balance Navigate to General Ledger > Reports > Trial Balance . Select the date range to check if debits equal credits. 7.2. Balance Sheet & Profit & Loss Go to Reports > Financial Statements .
Mastering Visual Dolphin accounting software is less about finding a single tutorial and more about understanding its modular, integrated approach to financial management. By learning to leverage the MyDolphin dashboard as your daily command center, understanding the data flow between the General Ledger, AP, and AR modules, and exploring its advanced features like dual currency and retail management, you can unlock its full potential. Getting Started and Navigation
Click to print the check or generate an electronic remittance file. 5. Accounts Receivable (AR) and Customer Invoicing
While some modules auto-post, manual journal entries may need to be posted to reflect in the final reports. Go to to finalize transactions. 4. Accounts Receivable (AR) Tutorial
This tutorial provides a step-by-step guide to navigating the software, setting up accounts, executing daily transactions, and generating reports. 1. Getting Started and Navigation