This page covers some of our most frequently asked questions.  If you’re having technical problems and/or getting errors, please see the Troubleshooting page.

For video tutorials about using Cashbook, please click here.

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Can I send my data to my accountant?

Yes, there are a number of ways you can provide your accountant with your Cashbook data. You can either:-

  1. Email your data file to your accountant *
  2. Give your accountant a physical backup of your data file on a USB drive *
  3. Email or print PDF reports for your accountant
  4. Supply your accountant with spreadsheet data

* For the first two methods (above), your accountant needs to have Cashbook Complete installed in order to view/open your data file.

It’s free for accountants to use Cashbook to work on clients’ data. We recommend sharing this link with your accountant so they can learn more.

How does Cashbook Complete work for accountants?

If you’re an accountant, there’s no cost for you to work on your clients’ Cashbook data files.  For more about using Cashbook as an account, please see the Cashbook Complete for Acountants page.

Can I import data from another program?

The Cashbook can import customer and product data from a spreadsheet.  However, it’s not possible to import transactional or accounting data from other programs into Cashbook.  For more details, search in the software’s Help for either “Importing Contacts” or “Importing Products”.

Can I import bank statements?

Yes.  The imported data will be merged with the data that is already in the Cashbook.  You will need to download your bank statement as a QIF file from your bank’s website.  For more information, search Cashbook Help for “Importing a Bank Statement”.

If you’re unsure how to download transactions/statements for your bank specifically, please see Downloading Bank Statements.

Prefer to see a video tutorial?  See Importing a Bank Statement.

How do I find out what version I have?

The version number is shown on the lower-right of the “Main Menu” screen as well as the “About” and “Support” screens.

Do I have to pay for updates?

No.  Updates can be downloaded for free from our website.

If I upgrade, will I lose my data?

No.  Your data file will be upgraded to the latest version and your data will remain intact.

How much support do I get?

Technically, as a registered user, you are entitled to three free support queries. In reality however, we don’t count the number of queries that you make — but if you ring us too frequently, then we’ll start counting. We consider that is more than fair. If you do need more than three free support queries, then additional support can be purchased for $50 for another three. Free support is provided subject to our Fair Use Policy.

Why is your program so cheap?

We are going for the mass market, and are going for high volume rather than high price.

What’s the difference between Cashbook Lite and Cashbook Complete?

 

The main differences between the “Lite” and “Complete” editions are that Cashbook Complete includes the following features that Cashbook Lite does not:-

  • Invoicing
  • Quotes/Estimates
  • Statements
  • Timesheets & Expenses
  • Projects & Jobs
  • Security (username/password login access)

For more on pricing/feature differences, see the Pricing page.

 

What is the difference between Cashbook Complete and MYOB?

MYOB is more comprehensive and has all the bells and whistles, but is also a lot more difficult to use (in our opinion). Some of our customers have come from MYOB and find our software refreshingly simple and easy to use. Therefore, the major difference between Cashbook Complete and MYOB is our ease of use.

Can I customise the software?

You can customise your letterhead setup, and can configure your own reports, but you cannot customise it beyond that.

Watch a video tutorial on the Letterhead Setup.

Can Cashbook Complete do wages?

No.  Cashbook Complete doesn’t do wages itself, but does interface with either ACE Payroll or IMS Payroll.

Does Cashbook Complete do stock control?

Yes.  Cashbook Complete includes a Products & Services module which allows you to manage inventory.

Watch a video tutorial on Products & Services.

Does Cashbook Complete work with Windows 10?

Yes.  Cashbook Complete is fully compatible with Windows 10, 32-bit and 64-bit, as long as you’re using Version 6 or newer.  If you need to upgrade, click here.

Does Cashbook Complete work on a Mac?

Cashbook Complete is for Windows PCs only.  Although you can run Windows on the Mac (using software like “Parallels Desktop” or “BootCamp”), the success rate for Cashbook customers using this type of setup is approximately 90%.  If you encounter problems, we’ll do our best to help you remotely using TeamViewer.

Can I run Cashbook Complete on Linux?

Cashbook Complete has been designed for Windows only.  We have heard from some customers that it is possible to get it working on Linux, but it would require a computer technician to configure Linux to support Cashbook Complete.  If you do this, please note that we are unable to provide support to Linux users.

Can I use Cashbook Complete on a tablet?

Yes. Cashbook Complete can work on any tablet that runs a full version of Windows, such as a Microsoft Surface.  However, it will not work on Apple iOS (e.g. iPad) or Android (e.g. GalaxyTab) based tablets.

Can I use Cashbook Complete on a mobile / smartphone?

No.  Cashbook Complete is a desktop accounting program, so it needs to be installed on a computer or tablet with a full Windows operating system.  It’s not possible to run Cashbook Complete on a mobile or smartphone device (even if it’s a Windows based phone).

How do I back up to a USB drive?

 

Please follow these steps to back up your data to a USB (flash drive, external hard drive, etc.) drive:-

  1. Insert a USB drive into the USB port on your computer
  2. In Cashbook Complete, click on the “File” menu (top left of the screen)
  3. Choose “Backup Cashbook Data”
  4. Click the small ‘magnifying glass’ icon next to the “Backup Folder” box
  5. Browse through the list of drives/devices and select your USB drive.  Tip: Windows will usually identify your USB drive as a “Removable Disk” – e.g. Removable Disk (F:\)
  6. When you have selected your USB Drive, click “OK”
  7. Click the “Backup” button

When the backup has finished, you will see a message that the “Backup was completed successfully”.  When you are ready to remove your USB drive, it is recommended that you eject it safely to avoid data loss.

 

How do I back up to Dropbox, Google Drive or OneDrive?

Firstly, you need to have Dropbox, Google Drive or OneDrive installed on your computer.  Then, you can back up to either of those as follows:-

  1. In Cashbook, click on the “File” menu (top left of the screen) and choose “Setup Wizard”
  2. Click “Next” until you reach the “General Setup” screen
  3. Click the small ‘magnifying glass’ icon next to “Backup Folder”
  4. The “Browse for Folder” window will appear
  5. Select the Dropbox, Google Drive, or OneDrive you wish to back up to, then click “OK”
  6. You will be returned to the “General Setup” screen in the “Setup Wizard”
  7. Click “Close” to exit

Note:  If you want to access your data from other computers in other locations, then see the steps on our Dropbox page.

Can I back up onto a blank CD or DVD?

You can’t backup directly onto a CD/DVD from within Cashbook Complete because Windows is not properly equipped to write data to a CD/DVD without specliased software.  However, you can still use the software that came with your CD/DVD drive to save your data file to a CD or DVD.

With that said, we recommend using a USB drive or Dropbox as these are far more reliable methods of backing up.

How do I transfer the cashbook to another computer?

You can backup then restore your data onto another computer, as follows:-

  1. Click “File” then “Backup Cashbook Data” to make a backup of your data on your current computer (we recommend using a USB flash drive)
  2. Download and install the software onto the new computer
  3. Once the software is installed, put the backup into the new computer and start Cashbook Complete
  4. Choose “Restore” (if prompted), otherwise choose “Restore From Backup” from the “File” menu

Restoring from a backup in this way means that both your data and registration are reinstated to the new computer you’re working on, so there is no need for unlock codes.

If you’re restoring a registered file, then it will remain registered on the new machine.  If you’re restoring an unregistered file (on a trial basis), then it will continue to remain on a trial on the new machine.

Please don’t start a new Cashbook file from scratch after re-installing the software on the new computer.  You must restore your data from a backup as outlined above in order to preserve your registration. Starting a new Cashbook file means the new one needs to be registered (purchased) separately to your original one.

How do I email my data to someone else?

If you’re using the latest version, you can easily email your Cashbook file to someone such as your accountant, as follows:-

  1. Click on the “File” menu and choose “Email this Data File”
  2. Enter the recipients email address in the “Email To” box
  3. Enter a subject for the email in the “Subject” box
  4. Enter a message in the “Message to Include with Email” box
  5. Click “Send Email” to send the email.  Your .CB data file will be automatically attached

If your .CB file size is too large, then it may fail to send.  If that’s the case, you may need to first “ZIP” your file and use your own email software to send the file.  Your .CB file is normally found in the “Cashbook Data” folder in your “Documents” folder.

Note:  If you are sending the file to us (Acclaim Software), please include a detailed description of the problem you need help resolving.

How do I restore my data from a backup?

If you have hardware trouble or your data becomes corrupt, you can restore your backup to get up and running again, as follows:-

  1. Put your most recent backup into the computer
  2. Start Cashbook Complete, then click on the “File” menu and choose “Restore From Backup”
  3. Click “Browse” to find the backup copy of your data file on your backup device
  4. Select the data file you want to restore, then click “Open” to start the restore process

After the steps above, the software should say the restore was completed successfully.

If the file you’re restoring was registered at the time you backed it up, then it will remain registered once you restore it.  However, if the file you backed up was an unregistered file (on a trial basis), then it will continue to remain on a trial basis once it’s been restored.

If you don’t have your own backups or your backups are very old, please search in the Help in the software for “Automated Backups” to learn how to restore a backup that Cashbook has made itself.

What are automated backups?

Automated Backups are backups that Cashbook Complete makes periodically.  They are a secondary form of backup to the normal backups you should be making yourself.

In the event of hardware failure or data corruption, you can use the Automated Backups to restore your data.  However, these should only be used after first trying to restore your own backup, because the Automated Backups can be older in some cases.  For help with restoring Automated Backups, please search in the Help in the software for “Automated Backups”.

What settings should I use in the “Email Setup” screen?

In order to email out invoices, quotes, etc., you first need to make sure you’ve entered the correct settings in the “Email Setup” screen.  Here’s how:-

  1. Click on the “Invoicing” menu (at the very top of the screen)
  2. Choose “Email Setup”
  3. Type your email address into the “Return Email Address” box

At this point, if you enter an email address from a common internet or email provider, then Cashbook will attempt to automatically configure all of the remaining settings for you, including the settings in the “Advanced” section.  However, you may still need to click the “Advanced” button to enter the password for your email account, if applicable.

If Cashbook is unable to automatically configure those settings for you, you can continue to set up these remaining options:-

  1. Copy Sent Emails To — Enter your own email address here to receive a copy of each invoice/statement you send to a customer.
  2. Enable Read Receipt — Set this option to “Yes” to receive a confirmation email once the recipient has received their email.  Please note that the recipient can choose whether they would like to send a confirmation or not, so it’s not a guarantee that the customer has received your email. If you do not want to receive a confirmation then set this option to “No”.
  3. SMTP Server — Enter the “SMTP Server” as provided by your ISP (Internet Service Provider).  You must enter a valid SMTP Server in order to send emails from Cashbook.
  4. Advanced — Click the “Advanced” button if your email provider requires you to enter a username/password for outgoing email (most do).

Important:  If you cannot send emails from Cashbook, please confirm the settings you’re using with your internet or email provider, or refer to the SMTP Configuration page.  If you’re with Xtra (New Zealand), please see the Xtra page.

Watch a video tutorial on Email Setup.

As an Xtra (Spark) customer, what email settings should I use?

If you’re with Xtra, please see the Xtra page for information.

Watch a video tutorial on Email Setup.

Can I receive a copy of each invoice, quote or statement I send?

Yes.  In the “Email Setup” screen, you can make Cashbook Complete send you a copy of all invoices, quotes and statements you send by entering your own email address in the “Copy Sent Emails To” box.

Watch a video tutorial on Email Setup.

How do I email my invoices?

To email an invoice to a customer, open the invoice you want to send and click the “Email” button on the invoice toolbar.  It should be sent instantly.  However, if you see an error that the email can’t be sent, you probably haven’t configured the “Email Setup” properly.  If that’s the case, see the “I Can’t Email Invoices” section on our “Known Issues” page for help with changing your email settings.

Watch a video tutorial on Email Setup.

Can I email an invoice as a PDF?

Yes.  In Version 6, you can email a customer with the invoice attached as a PDF.  Here’s how:-

  1. Click the “Email” button on the invoice toolbar
  2. When the “Select Recipients” screen appears, select the recipients for your invoice
  3. Click the “Send PDF” button
  4. When the “Email PDF” screen appears, complete the “Email to”, “Subject” and “Message” boxes
  5. Click “Send Email”

PDFs are stored in a folder called “PDF” in the “Cashbook Data” folder, for example:   C:\Users\YourName\Documents\Cashbook Data\PDF\YourOrganisation

Note:  If you’re still using Version 5, please upgrade to Version 6 in order to use this feature.  Upgrades are free.

Do I need to purchase again if I use it on another computer?

No.  Our registration works on a per data file basis which means it’s your data that’s registered – not the software.  This allows you to access the data file from multiple computers on a network, share your data file with your accountant, or use your data file at multiple locations (such as home and office).

This method doesn’t require you to register the software for each computer or lock you into any yearly fees.  If you need to restore from a backup, your registration details will also be restored. However, if you need to setup a new data file for some other purpose, then the new file will need to be registered separately.  Once you have registered one Cashbook, then all subsequent ones are half price.  Please contact us directly to get a half-price registration.

I’ve registered, so why am I still being prompted to register?

You’ve either forgotten to type in the registration code we sent you, or else you’ve created a new cashbook file.  The registration works on a per data file basis, which means any new file(s) need to be purchased (registered) separately.  It could also be because you registered Cashbook Lite, but are now using the features of Cashbook Complete.  If that’s the case, the software will be prompting you to “upgrade from Lite to Complete”.  If you need to upgrade from Lite to Complete, please contact support for details.

Can I upgrade my registration from Lite to Complete?

Sure!  To upgrade an existing Lite registration to Complete, please contact support for details.  When you get in touch, please let us know the organisation name that you originally used when you purchased your Lite registration.

How do I check if my data file is registered or not?

To check the registration status of your cashbook file, click on the “Help” menu (at the very top of the screen) and select “About”.  The “About” screen will indicate whether your file is registered or not but if you have any concerns regarding your registration, please contact support.

When I register, will I keep my data, or do I have to start again?

All the data you enter during the trial period is retained (even if you happen to let the trial period expire).  Once you finally register, you’ll be able to carry on using the data you’ve already entered.

If the trial period expires before I register, will I lose my data?

No.  You won’t lose your data, but you won’t be able to access it until you have registered.  As soon as you’ve registered, you’ll have access to all your data again.

Can I get a new unlock code if I change my company name?

You don’t need a new code to change your company name.  If you need to change your company name, you can simply click “File” then “Setup Wizard” and change the “Organisation Name” on the “General Setup” screen.  This will update your company name throughout the software.  We also recommend that you contact support and let us know about the name change, to avoid any registration issues in the future.

Please don’t start a new cashbook file for the purpose of changing your name, unless it will be operating as a different entity.  If you do set up a new data file (regardless of what Organisation Name you use), it will need to be registered separately.

Why do I have to pay for another data file?

The registration is on a data file basis.  This allows you to access the data file from multiple computers on a network, share your data file with your accountant, or use your data file at multiple locations (such as home and office).  This method doesn’t require you to register the software for each computer or lock you into any yearly fees.  If you need to restore from a backup, your registration details will also be restored.

If you set up several data files for several organisations, then each one will need to be registered separately.  Once you have registered one cashbook, then all subsequent ones are half price.  You should not create a new data file at the end of a financial year.  Please contact us directly to get a half-price registration.

Why doesn’t my unlock code work?

The are a couple of situations where an unlock code may not work.  They are:-

  1. If the name you’ve used in your cashbook file is different to the name you provided on the order form when purchasing; or
  2. If you’re trying to re-use a code that’s already been used previously

If the name you give us when purchasing doesn’t match the name you’ve entered in the software, then the code may not work.  If you are having trouble with your code, please contact support.

Please also note that it’s not possible to re-use an existing code to register another data file (even if it uses the same organisation name) because each data file needs to be registered (purchased) separately.  Additional registrations are available for half-price.  Please contact us directly if you need to get a half-price registration.

Can I use my existing unlock code to register another cashbook file?

No.  It’s not possible to re-use an existing code to register another data file (even if you’ve set up the new cashbook data file with the same organisation name you had when you purchased) because each data file needs to be registered (purchased) separately.  However, additional registrations are available for just half-price.  Please contact support if you need to get a half-price registration.

Why haven’t I received an email after registering?

When you register, you should get a confirmation email from us, usually within 15 minutes.  If you don’t receive an email within 15 minutes, please check your spam/junk folder.  If after 1 hour you still haven’t received your registration email, please contact support and provide us with your “Organisation Name” and “Email Address” (or “Invoice Number” if you know it).

If I register and then change my mind, can I get a refund?

We’re confident that you’ll find Cashbook Complete to be the best choice for your business or organisation, and that’s why we offer you a Double Satisfaction Guarantee.  Our guarantee entitles you to a full refund if you’re not completely satisfied.

Can I transfer my registration to a new data file if I stop using my original one?

No – registrations are not transferable.  If you register a cashbook data file and eventually stop using it, there’s no way that the registration applicable to that data file can be transferred to a new cashbook file (even if it’s for the same company).  This is because our registration works on a per data file basis.  All individual data files must be registered (purchased) separately.  If you want to get a half price registration, please contact us directly.

Can I get a new unlock code?

The only time you would normally need a new code is if you’ve started a new cashbook file from scratch.  In that situation, you’ll need to purchase a new registration because the registration works on a per-cashbook file basis.  However, a new registration is just half-price for existing users.

If your computer dies or you’re planning to transfer the software to another computer, you don’t need a new code.  Instead, you will need to restore your data from a backup.  This will reinstate your registration.  To do this, choose “Restore From Backup” from the “File” menu in the software.

My GST return does not match the cashbook – why? (New Zealand only)
  1. You could have your GST Return type set to “Invoice Basis”.  This means that it will use the date of the Invoice rather than the date in the cashbook.  We recommend that where possible companies use “Payments Basis” because it is a lot easier to use.  This can be changed in the “Setup Wizard” on the “GST Setup” screen.
  2. Cashbook Complete calculates the GST from the cashbook exactly.  All other figures in the GST return are then reverse-calculated from those figures.  This can cause minor rounding errors. You do not need to worry about these small discrepancies.  This is how the IRD wants us to calculate GST.  The GST Detail Report (Page 2 of the GST Return) shows how these figures are all made up.
How do I handle GST paid to customs?

You should enter any GST paid to customs as a transaction in the cashbook with a GST rate of 100%.  It doesn’t matter whether you enter this as one line in the cashbook, or whether it’s part of a “split” transaction.

Why is my bank balance incorrect?

An incorrect bank balance happens because the data hasn’t been reconciled to the bank correctly.  It is up to you to check that the opening balance is correct and that the bank balance is correct after each bank statement import (or after entering any transactions manually).  Once you’ve initially set up the software with the correct opening balance, you should never really need to change it again.

To check/correct the opening balance(s) for your bank account(s), go to the “File” menu (top left of the screen), choose “Setup Wizard” and find the “Bank Account Setup” screen.

Why don’t the balance sheet category amounts show up on the graph?

The Graph only shows items that contribute to your profit.

In the Cashbook:-

  • Income categories are for your sales / income.
  • Expense categories are for your costs / expenses.
  • Balance Sheet categories are those items where although there is a transaction of some nature, it does not directly affect your cash profit.

Examples of Balance Sheet categories are:-

  • Transfer – If you transfer money from one bank account to another, that does not affect your cash profit.
  • Assets – If you purchase an asset, the asset will affect your bank balance, but not your cash profit.  An allowance for depreciation will be made by your accountant at the end of the year.
  • Drawings – If you take drawings (salary) out of the company, you are taking some of the profit out of the company, but you are not affecting the profit you make.
  • Tax Paid to the Tax Department – You will have been collecting tax on behalf of your country.  The tax payments you make to them are therefore not an expense.
  • Loans – Receiving a loan helps your cash flow but you don’t want to include it with your sales.
How do I allocate a cashbook payment to an invoice?

On the “Cashbook” screen, there is a “Line Details” section at the very bottom which relates to the line (transaction) that you are currently on.  To allocate a payment to an invoice, select the invoice number to which it pertains from the “INV” dropdown box in the “Line Details” section (at the very bottom of the screen).

Watch a video tutorial on the Cashbook and/or Invoice Payments.

How do I allocate an income or expense to a project?

On the “Cashbook” screen, there is a “Line Details” section at the bottom which relates to the line (transaction) that you are currently on.  To allocate a payment to a project, select the project to which it pertains from the “Project” dropdown box in the “Line Details” section (at the very bottom of the screen).

Watch a video tutorial on the Cashbook.

How do I allocate a single payment to multiple invoices?

There are two ways to handle one payment for multiple invoices:-

  1. Enter the payment into the Payments Received screen in such a manner that the correct amount is allocated to each invoice and the total of these amounts is equal to the payment you received.  That is, the payment must be manually split up into as many payments as there are invoices to receipt.  When using “Payments Received”, click the “Help” button for more information.
  2. Create a split transaction in the cashbook with one line for each invoice that needs to be receipted, and then allocate each of those lines to the appropriate invoice using the “INV” dropdown box at the bottom of the screen.

Watch a video tutorial on the Cashbook and/or Invoice Payments.

How do I change an invoice to “Outstanding” without printing it?

An invoice status changes to “Outstanding” when it’s printed or emailed, but sometimes you may not want to do that.  To make an invoice “Outstanding” – without printing/emailing it – first do a print preview of the invoice, then click on the “File” menu (top left of the screen) and choose “Print”.  When the printer options appear, click “Cancel”.  The status of the invoice will change to “Outstanding”.

How do I convert a quote/estimate into an invoice?

To convert a quote/estimate into an invoice, click on the “Invoicing” menu (at the very top of the screen) and choose “Create Invoice from Quote / Estimate”.

How do I insert a line or delete a line on an invoice?

Using your mouse, right-click on one of the lines on your invoice and choose “Insert Line” or “Delete Line”.  Alternatively, you can click on the “Edit” menu (at the very top of the screen) and choose either “Insert Line” or “Delete Line”.

Watch a video tutorial on navigating the software.

How do I change the print margins?

To change the print margins for an invoice, quote, report, etc., you need to:-

  1. Print preview the item you want to print
  2. Click on the “File” menu (top left of the screen) and choose “Print”
  3. When the printer options appear, click the “Setup…” button
  4. Change the margins on the “Print Options” tab then click “OK”

Note: Every time the software is re-installed or updated the margins may be reset back to their defaults, so it may be worth writing them down if they are important.

How can I select a different printer to print from?

If you click the “Print” button on the toolbar or use the “CTRL” + “P” keyboard shortcut, the print job will go straight to your default printer.  Therefore, to print something using a different printer, you need to:-

  1. Print preview the item you want to print
  2. Click on the “File” menu (top left of the screen) and choose “Print”
  3. When the printer options appear, select the printer you want to use from the “Printers” list
Can Cashbook Complete make PDF files?

Yes.  You can convert anything (invoices, quotes, reports, etc.) into a PDF document as follows:-

  1. Print preview the invoice, quote, report, etc. that you want to convert
  2. Right-click on the item you’re previewing and choose “Export as PDF” (or click the “Export PDF” icon on the top toolbar)
  3. A PDF file will be created instantly, and the next screen you’ll see is a confirmation screen allowing you to:-
    • Open the PDF – Click on the .PDF filename to view the PDF
    • View all PDFs – Click the “Open folder” link to find this and any other PDF document you’ve created previously *

* PDFs are stored in a folder called “PDF” in your “Data File Folder”, for example:  “C:\Users\YourName\Documents\Cashbook Data\PDF\YourOrganisation”

Note:  The above steps apply to Version 6.40a (or newer).  If you need to upgrade, you can download the latest version here.  Upgrades are free.

Can I export my data to Excel?

Yes.  You can export data from cashbook into Excel (or any spreadsheet program) using the Report Writer.  To do this, you need to:-

  1. Open a report in the Report Writer and configure it to suit your requirements
  2. Click the “Sheet” (Spreadsheet View) icon on the toolbar to view the report as a spreadsheet
  3. Select all the data using “CTRL” + “A” on your keyboard, then copy it using “CTRL” + “C”
  4. Now you can go to Excel and paste the data into a spreadsheet to edit further or save in an Excel format

Watch a video tutorial on the Report Writer.

How do I download bank statements from my bank?

For steps on how to download transactions from most NZ banks, see the Downloading Bank Statements page.

Will I need training?

One of the major benefits of Cashbook Complete is its “keep it simple” approach to accounting.  Most people will never need any training, but if you feel like you could benefit from direct learning, some of our dealers can provide training.  Please see the Dealers page to contact someone in your area.

If you’re new to Cashbook, these video tutorials may also be of help.

Can I email a contact directly from Cashbook?

Yes.  To do this, lookup the contact you want to email, then simply double-click on their email address.  This will bring up a new email message in your normal email software, already addressed to your contact.

Watch a video tutorial on Contact Management.

Can Cashbook Complete do purchase orders?

No.  Cashbook Complete doesn’t have a purchase order facility at this stage.

How can I become a dealer?

To become a dealer, you must have purchased at least one Cashbook at the full price and must be very familiar with how the software works.  Please contact us if you’re interested in becoming a dealer or need more information.

How do I change my currency settings?

To change your currency settings or number formatting in Cashbook, you need to:-

  1. Click on the “File” menu (at the very top left of the screen) and choose “Setup Wizard”
  2. On the “General Setup” screen, click the small magnifying glass icon next to the “Number Format” box
  3. Choose the currency and number settings you want to use, then click “OK”

Note:  If you don’t have a “Number Format” option in your version, you’re probably using an older version.  Therefore, please upgrade to the latest version to access these settings.

Finally, if you are seeing a warning that your regional settings are wrong when starting Cashbook, please see “Checking Your Regional Settings“.

How do I start a new cashbook file?

In the software, choose “New Cashbook” from the “File” menu or click the “New” button (near the top left of the screen).

When you create a new data file, you’ll be guided through the Setup Wizard to get it set up.  At some point during that setup process, you’ll be able to select whether you want the “Home”, “Lite” or “Complete” edition.  The new file you create will not interfere with any existing cashbook file(s) you have.

When you start a new cashbook file, it will need to be registered individually because our registration works on a per data file basis.  If you’re already a registered user, then a new registration is only half price.  Please contact us directly to get a half-price registration.

Note:  Whenever Cashbook Complete is started, it will open the most recently used data file by default.  To select another data file, select “Open Cashbook” from the “File” menu or click the “Open” button (near the top left of the screen).

What keyboard shortcuts are available to speed up my data entry?

You can use standard Windows keyboard shortcuts when entering data plus some additional ones as outlined below:-

  • Copy — Press CTRL and C at the same time
  • Paste — Press CTRL and V at the same time
  • Cut — Press CTRL and X at the same time
  • Select all — Press CTRL and A at the same time
  • Undo — Press CTRL and Z at the same time
  • Insert the current date — Press CTRL and ; at the same time
  • Duplicate data from the field above — Press CTRL and at the same time
  • Quickly change the date — Press the + or key to increment/decrement the date