General
Brexit
Stock
Payroll
Getting Started
- How to Connect Plaid to SortMyBooks for Live Bank Feeds
- Getting Started in Business - A Revenue Guide
- Users Permissions and Sharing a Company File
- Book-keeping Tasks
- Setting Up Your SortMyBooks Free Trial
- Autoentry - Use our Link to get 50% off for 6 months
Sales
- SortMyBooks for Construction Businesses
- How to Print or Email Sales invoices in Bulk
- Individualised customer product pricing (also for suppliers)
- How do I account for RCT withheld from me?
- Delivery Dockets
- How do I record payment received against a sales Invoice?
Retailer
- Detailed Till procedure including Safe and Credit Cards
- How to keep track of Gift Vouchers for Retailers
- How do I delete till takings?
- How do I show payments made out of the Till?
- Is SortMyBooks Online suitable for retailers? Shops, Pubs, etc
- How do I cash up my Till?
Purchases
- Change privacy settings on Auto Entry to view your Invoices in SortMyBooks
- Business Continuity Voucher
- How to set up a Lease
- Supplier Credit Terms and Due Dates
- How do I record a grant received for a Fixed Asset
- How to delete a purchase invoice
Bank
- How to use AutoEntry to convert paper or PDF bank statements to SortMyBooks upload files
- How to Refresh Plaid Connection for Live Bank Feeds
- Enabling Live Bank Feeds on Bank of Ireland
- Petty Cash Imprest
- Detailed lesson on setting up bank accounts
- How to download Bank Of Ireland Business transactions
Lodgements & Payments
- Payroll entries / Wages Control Account
- How to Duplicate certain Lodgements & Payments
- How do I see a list of lodgements?
- How to record funds introduced
- How To deal with a Bounced Cheque from a Customer
- Finding and Deleting Payments and Lodgements
Reports
Web Browsers & General Topics
- Security and Confidentiality of SortMyBooks Data
- Problems Logging into SMBO
- Covid 19 Resources - Webinar Playbacks, Guides and Documents
- Archiving SortMyBooks Data
- Exporting to Excel or using the Save As Excel Function
- Keyboard Shortcuts
Vat
- RTD ARTD - How to complete the ARTD report on ROS using the SortMyBooks ARTD Report
- SortMyBooks VAT Guide for Irish Businesses
- VAT 3 Return Checklist
- Irish Vat Rates to Charge - Revenue List
- VAT Matrix - Detailed VAT Rules for the VAT3 Report for post Brexit
- How to Create Missing VAT Periods
Troubleshooting / Account Maintenance
- Essential Utilities
- Flash Fix for Charts and Upload buttons
- Changing from Sole Trader to Limited Company
- How do I find something I have already entered?
- How to avoid my mails going to spam
- Why is it saying a transaction is locked when I want to delete or change it ?
Imports and Integrations
- How to Integrate with Cloudpay Payroll Software
- How to use the PayPal feature on invoices
- SortMyBooks Woocommerce Integration
- Reconciling Merchant Accounts like Stripe, Paypal, Sumup, Go Cardless
- Adding a Stripe payment link to your invoice
- Stripe API Import
UK Vat
Announcements
Multi Currency
- How to show payments between two foreign currency accounts
- How do I set up a foreign currency bank account in SortMyBooks?
- How do I apply a payment to a multi currency invoice?
- How do I enter a multi-currency invoice?
- How do I set a default currency for my Customer or Supplier?
- How do I enable the multi-currency feature on my SortMyBooks Online Account?
Year End
- Adjusting Retained Earnings after the close of the first year in SortMyBooks
- How to check if opening balances have been entered correctly
- Check if Opening Balances Have Been Entered Correctly
- Year-end check if Opening Balances have been entered in full
- Year End - Check if Bank Reconciliations have been completed correctly
- How to check the accounting year start date