Company | Customer/Supplier Ledger

The tutorial is based on an Income and Expense accounting system, which is very intuitive and easy to manage. You can use the tutorial to explore many features:

• Create and print invoices for your clients
• Check due dates
• Send reminders
• Manage VAT with the new rates from 2024
• Speed up transaction entry with automatic import and the use of Rules
• Print reports, account statements, journal, and other summaries

Some functions require a subscription to the Advanced plan of Banana Accounting Plus, such as generating a facsimile or XML file of the VAT Report, using new features like Rules, Temporary Row Filtering, and Sorting. See all features of the Advanced plan.

Create your file

• Open the template with the Banana Accounting WebApp  
• Using the File > File Properties command, set the period, your company name, and the base currency (you can create a budget and manage accounting in any currency you prefer).
• With the File > Save As command, save the file. It is useful to include your studio name and the year in the file name. For example, "Studio-Rossi-SA-20xx.ac2".

WARNING: If you close the browser without saving, you will lose the entered data. Always save the file on your computer.

In our Documentation, you will find explanations on various topics to help you manage your accounting effectively:

• Videos
• Income/Expense
• Accounts
• Categories
• Transactions
• Swiss VAT Management
• Invoicing
• New Year
• Budget Transactions
• Printing