Visual Dolphin Accounting Software Tutorial ((hot)) Jun 2026

At the end of the quarter:

Before processing financial transactions, you must familiarize yourself with the user interface (UI) and navigation logic of Visual Dolphin. The system relies on a modular, permission-based desktop layout. The Dashboard and Menu Structure

Managing your financial calendar and tax liabilities requires explicit system rules.

The General Ledger (GL) is the central repository for all financial transactions .

Choose the bank account receiving the deposit and select the paying customer. Enter the total payment amount received. visual dolphin accounting software tutorial

If you would like to customize this workflow for your business, please let me know:

: Set up dual or multiple currencies for international operations . 2. Managing Contacts (Suppliers & Customers)

If you want, I can:

Set up the Budget . Define project phases (e.g., Planning, Design, Execution) and allocate hours or costs to each phase. 4.2 Logging Time and Expenses At the end of the quarter: Before processing

If you want, I can to a live demo of the software, or if you can tell me your industry (e.g. retail, services), I can tailor the setup instructions for you. Share public link

This is where Visual Dolphin excels. Tracking a project from proposal to billing is straightforward. 4.1 Creating a New Project Navigate to the module. Click New Project . Fill in the client, project name, and manager.

Set your local storage path directory and click . This data can now be fed into custom Business Intelligence (BI) pipelines or presentation decks. Section 6: System Maintenance and Troubleshooting

Enter the legal name, tax registration numbers, billing address, and shipping terms. The General Ledger (GL) is the central repository

Visual Dolphin supports a dual-approval system to prevent fraud.

Visual Dolphin provides a comprehensive suite for financial management. By mastering these foundational steps—setting up the Chart of Accounts, managing AR/AP, and generating financial reports—you can ensure accurate financial tracking and informed decision-making.

In the grid below, select the first account to debit. Enter the amount in the column.

But Elena kept the old PC in the back office, unplugged, with the three backup floppy disks taped to the side.

Tracks the movement of cash into and out of the business. 5.2 Customizing Reports