In this article
Here you will find explanation pages of all main Banana Accounting Plus topics.
Easily find what you are looking for using the Search button at the top right of the page.
See also Frequently asked questions page.
Highlights
- ▶ Video Tutorials
- Rules for the automatic completion of imported transactions
- Swiss QR-Code invoices/letters
- Immediately find the differences with the Balance column
- Create New Year
- Donations statement for Associations
System requirements and Installation
- System requirements
- Installing Banana Accounting Plus
- Activating Banana Accounting Plus
- Installing an Extension offline
Accounting applications
- Double-entry accounting
- Multi-currency accounting
- Income & Expense accounting
- Cash Manager (Free)
- Invoicing integrated in your accounting file
- Accounting report file
Productivity applications
- Estimates and Invoices separate from the accounting
- Inventory
- Time Sheet application (Free)
- Fixed assets register
- Address Book
- Library and collections
VAT management - Basic knowledge
- VAT and Sales Tax codes table
- Entering the VAT account in the File Properties
- Associate VAT code to an account
- Entering transactions with VAT
- Reversal transactions and credit notes with VAT
- Import the VAT codes table from another file
Documentation specific to Switzerland
- Solutions for:
- VAT management for Switzerland
- VAT codes for Switzerland (automatic English translation or available in Italian, German or French)
- Updating the VAT codes table
- Clients and suppliers with VAT on cash received
- VAT on cash received and transitory assets/liabilities at the end of year
- Entering VAT at customs for import
- VAT on services obtained abroad
- Swiss VAT Tax report - Effective method
(available in Italian, German or French) - Swiss VAT Tax report - Flat tax rate method
(available in Italian, German or French) - Updating the VAT codes for versions older than version 9
Year's End and New Year and Printouts
- Recheck the accounting
- How to open a New Year and close the current one
- Create a New Year
- Update opening balances
- Account cards
- Customization
- Reports
- Balance sheet and Profit and Loss Statement
How to start
- The Chart of Accounts
- Templates of Charts of accounts
- Setting up a new accounting file based on a template
- How to set up the Chart of Accounts from scratch
- Adding, deleting, renaming an account or a group
- Adding and deleting subgroups
- Entering opening balances in a new accounting file
- Updating existing opening balances
- Setting up a clients/suppliers register
- Multi-currency chart of accounts
Transactions
- Fast transactions input
- Automatic numbering of the Doc column
- Include a link to an electronic document
- Entering simple transactions (a Debit and a Credit account)
- Entering complex transactions (on multiple accounts)
- Recurring transactions
- Entering transactions in a Income & Expenses or Cashbook file
- Entering transactions in a double-entry accounting file
- Recording bank checks
- Entering transactions in a multi currency accounting file
- Entering transactions with VAT
- Lock transactions
- Unlock transactions
Advanced features
- Invoicing integrated in your accounting file
- Estimates and Invoices separate from the accounting
- Banana Extensions
- Installing an Extension offline
- Cost and profit centers
- Segments (in order to manage multiple projects)
- Invoice management (open & overdue invoices, history)
- Budget table with transactions
- Possibility to insert formulas
Data import and export
- Bank Statement SEPA/ISO 20022
- Data import
- Import transactions from a bank or post statement
- Data export
- Transferring data from other accounting software
- Data export: Excel - Html - Xml - txt
- Option on which data to Include in the export
- Export rows or selected area in txt format
Useful information
- Courses and consultancies
- Opening and closing days
- Help menu
- Error messages
- Recent/Favorite files
- Developers
- Remote support
Security
Documentation of previous versions
The documentation pages of the previous versions of Banana Accounting will still remain available for our users:
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