How to use ubs accounting software

The ability to use accounting software is a must-have skill for professional accountants, but using the right software can be confusing and complex. Thankfully you don’t have to search long or hard to find resources on how to get it done. Unfortunately, though, there are many resources that are either not very helpful or not completely accurate.

The use of accounting software is not uncommon. Every business with a significant annual turnover is expected to have such software. The automation that comes with this type of software helps save time and reduce human errors.

How to use ubs accounting software

  1. Log in to your UBS account with the username and password you set up.
  2. Click on the Accounting tab.
  3. Click on the Create Invoice button in the upper left corner of the screen to start a new invoice.
  4. Type in the date of your invoice. If you have an invoice number, enter that as well. Then, type in the name of who you’re billing and their address if you have it available to enter into your system.
  5. Enter any notes about what this invoice is for, such as “Paid 1/2 of balance due” or “Returned merchandise.” You can also add additional information here if needed by putting it in quotation marks after entering information into other fields first—for example: “Returned items (see note).” Finally, click Save Changes at the bottom right corner of this page when finished inputting data into each field listed above (you may need to scroll down toward bottom).

To use UBS accounting software, you’ll need to create a new account and set up your business. You can do this by visiting the ‘Create’ section of the app and filling out the necessary information. Once you’ve created an account, you should be able to log in with your username and password.

You’ll also need to add all of your customers, vendors and employees so that they show up on your dashboard. You can do this by clicking on ‘Customers’ in the left-hand navigation menu. Then click on ‘New Customer’ and fill out their details.

Once you’ve added a customer, they will appear in the list under ‘Customers’. If they have a balance due or payable, it will also appear next to their name on the right side of the screen under ‘My Customers’. You can pay off any balances in this section or make changes by clicking on them individually or as a group using ‘Select All’.

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