Click on the following links to watch video tutorials to help you learn your way around Cashbook Complete.

To view the videos, you need to have Adobe Flashplayer installed and activated in your web browser.

If you’re using Google Chrome and you can’t see the videos, please try this:-

  1. In the address bar (near the top right of the screen) click the plugin icon that looks like this: Allow Chrome plugin
  2. Click “Manage”
  3. Next to “Ask first”, click the toggle icon to turn that feature on
  4. Return to the page with the video on it and click “Click to enable Adobe Flash Player” to view the video

If you’re still stuck, you can follow these steps or simply try using another web browser.

Getting Started

How to install Cashbook Complete

Downloading & Installing
5 mins
| How to download/install the software

How to setup the software

Setup Wizard
14 mins
| How to setup the software

How to navigate Cashbook Complete

Navigating the Software
10 mins
| Using the menus, deleting lines, right-clicking things, PDF reports, etc.

Cashbook

An overview of Cashbook

Cashbook Overview
12 mins
| Categories, split transactions, journal entries, data entry tips, etc.

How to import bank statements

Importing Bank Statements
11 mins
| Downloading from your bank’s website, creating rules, etc.

Dealing with different payment types

Different Payment Types
10 mins
| Handling EFT-POS, cheque, cash and POS (point of sale)

How to use the Bills to Pay screen

Bills to Pay
3 mins
| How to use the Bills to Pay screen

Video tutorial: GST for BAS

GST Returns
3 mins
| How to quickly produce GST returns

Contacts

Contact management

Contact Management
6 mins
| How to manage contacts in Cashbook

Invoicing

Letterhead Setup

Letterhead Setup
6 mins | Adding your logo, contact details, etc.

How to set up invoicing

Invoicing Setup
9 mins
| Configuring the column layout, footers, etc.

Email Setup in Cashbook Complete

Email Setup
7 mins
| Configuring the software to send emails

How to produce invoices in Cashbook Complete

Invoicing Overview
11 mins
| Creating and managing invoices, etc.

Paying off invoices in Cashbook Complete

Invoice Payments
11 mins
| Marking invoices off as paid and sending statements (to get paid)

Batch Invoicing

Batch Invoicing
3 mins
| Handling repetitive weekly or monthly invoicing

Time & Cost

How to produce quotes or estimates in Cashbook Complete

Quotes/Estimates Overview
4 mins
| Editing the default template for new quotes, etc.

Creating projects & jobs in Cashbook Complete

Projects & Jobs Overview
6 mins
| Creating and managing projects/jobs

Products & Services in Cashbook Complete

Products & Services Overview
5 mins
| Managing products and services, stock levels, etc.

Report Writer

How to use the Report Writer

Report Writer Overview
9 mins
| How to create customised reports

Double Satisfaction Guarantee

Your Double Satisfaction Guarantee

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 the following guarantee.

  1. Your FREE 90 Day Trial
    Use Cashbook Complete for 90 days and be confident that you’re making the right decision for your business or organisation. We’ll even provide you with FREE tech support both before and after purchasing!
  2. Your 30 Day Money Back Guarantee
    If you aren’t completely satisfied within 30 days of your purchase, we’ll simply refund your money! Try getting that from any other accounting software companies!

See terms and conditions.