HELP MENU
Overview
The Service
Getting Help
Making Contact
Using the site
Quick Start Guide
Summary
Create Account
User Login
Admin Login
Add a User
Chart of Accounts
Initialize Accounts
Add Vendors
Add Customers
Add Service
Create an Invoice
Post a receipt
Enter a payable
Post a payment
Balance Sheet
Income Statement
Monthly Closing
Monthly Backup
Printing
Work Flows
Sales and Receivables
Purchases and Payables
General Ledger
Cash and Walk In Sales
Year End
Reference
Taxes
Audit Trail
Defaults
User Timeouts
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Overview - Using the site

The Main and System Menu

Most BIG4books.com pages display a 'Main Menu' bar at the top of the screen or a 'System Menu' in the top left of the screen. Simply click on the menu selection to access the corresponding feature. The possible menu selections are (not all are available at all times):

home returns to the BIG4books.com home page
faq displays a list of frequently asked questions
features/pricing displays a feature comparison table for bronze, silver, and gold options
help brings up the BIG4books.com help pages
create account allows you to setup your organization's BIG4books.com account
login brings you to a screen to login to your account
logout brings you to a screen to logout from your account
contact shows you how to contact BIG4books.com support


The Main or System menu bar selection for the page you are currently using will be disabled. Also, when you are logged in, the 'login' selection will change to 'logout'

Navigation Links

The bottom of most BIG4books.com small business accounting software pages have a set of navigation links used to navigate to other pages.

Login as a User

When your BIG4books.com account is created, your first 'User' account is automatically created, and the login information is sent to you in a confirmation email. Additional 'User' accounts may be created when you are logged in as your administrator. ( see below ). When you log in as a ( non-administrator ) user, you will be brought to one intermediate screen which has some options for adjusting your user account, including the option to change your password. The intermediate screen also has a button that should be clicked to bring you to the main accounting screen.

At the main accounting screen, you use a navigation menu on the left side of the screen to navigate through the accounting software. Accounting functions are brought up in the main screen, where you enter data, select options, and perform the main accounting functions. Once your account is setup, you will spend the bulk of your time working with the accounting software from this main accounting screen and the accounting navigation menu.

Login as Administrator

Each BIG4books.com organization account has an administrator, with a specific login username and password. After you login as administrator, a screen is presented with various options for managing your BIG4books.com organization account. Some of these options include creating and modifying 'user' accounts for your organization, changing your selected service options, performing accounting data base backups and restore, and others.

When logged in as administrator, you will not be able to perform normal accounting functions. The administrator login is only used for managing your organization's account.

For More Information

Detailed information about the various screens, menus, options and accounting operations are provided in the following sections of this help system. The 'Quick Start Guide' provides a walkthrough of the steps to setup and get started with your BIG4books.com account. Other sections provide more detail. We recommend you scan this help system before setting up your account to get an idea of how to setup and use your account. Then as you begin working with the software, use the help system to learn more about a particular subject.

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