Visual Dolphin Accounting Software Tutorial _best_ [ DELUXE — 2027 ]

Visual Dolphin is a comprehensive ERP and accounting solution designed to streamline financial operations for businesses, particularly those in high-volume retail and distribution. This tutorial article provides a step-by-step overview of how to navigate its core functionalities. 1. Getting Started: Navigation and Setup

Contact Creation: A single contact can be identified as a supplier, a client, or both simultaneously to reduce errors . visual dolphin accounting software tutorial

6.1 Recurring Vouchers

For monthly rent, utilities, or depreciation. Visual Dolphin is a comprehensive ERP and accounting

Finley: "With Visual Dolphin Accounting Software, you can easily create and manage journal entries, including recurring transactions and automatic reversals." Receiving Payment from a Customer: Go to Cashbook

• Receiving Payment from a Customer: Go to Cashbook > Cash Receipts. Select the customer and apply the payment against the specific invoice you created in Step C.
• Paying a Vendor: Go to Cashbook > Cash Payments. Select the vendor and apply the payment to clear the liability.

Part 1: Getting Started & Initial Setup

Before you can record a single invoice, the software must be configured to reflect your business reality. This is the "Foundation Phase."

You can register a payment before an invoice arrives and then allocate it later to settle the outstanding balance. Payment Preparation:

1. Navigate to Purchases > Purchase Order.
2. Select your Vendor from your pre-defined vendor list (you may need to set up vendors in the "Vendor Maintenance" section first).
3. Select the Item you created in Step A and enter the quantity ordered.
4. Save and Print the Purchase Order (PO) for your records.
5. Receiving: Once goods arrive, go to Purchases > Goods Received Note (GRN). This updates your inventory count instantly.