A Book holds one part of your money: a shop, a branch, a project or your home. These guides cover everything you can do with a Book: create one (with suggested names), rename it or change its colour, duplicate it with the same settings, move it with its entries and contacts to another business you own, sort and search your Books, and delete one. A deleted Book waits in Trash for 30 days. The Book balance is always Cash In minus Cash Out.
- Create a BookOne Book for each part of your money.
- Suggested Book namesReady-made names that fit your business and this month.
- Rename a Book or change its colourFix a name or pick a new colour any time.
- Duplicate a BookMake a copy with the same settings.
- Move a Book to another businessTake a Book, with its entries and contacts, to a business you own.
- Ask an admin to move a BookIn a shared business you send a request instead of moving it yourself.
- Delete a BookThe Book and all its entries go to Trash for 30 days.
- Sort and find BooksChange the order of your Books or search them by name.
- What the Book balance meansCash In minus Cash Out, always up to date.