How to use the Advanced Accounting View

advanced-view-ss

Eyenalyze offers an Advanced Accounting view which displays a more robust view of the accounting that goes into your restaurant’s data.  If you have already mapped your chart of accounts in the basic view, then you will not need to repeat this step in the advanced view, or you can map your chart of accounts directly using the advanced view.  

Sales -> Quickbooks -> Edit Menu -> Advanced View

To switch to the Advanced Accounting view, go to the Sales Hub, and select Quickbooks.  Then go to the edit menu and select Advanced View.  The first thing you will need to do before you can edit your chart of accounts is unlock the features by clicking the padlock in the top left corner.  The Advanced Accounting page adds three core features that lets you customize how your accounting system operates.  

The first feature is you can edit whether an entry is a debit, credit, or both.  You can do this by dragging the box into the debit or credit square.  You can delete a box by selecting the small “x” in the corner.  

The second feature is the ability to hide items.  This would occur if you are no longer using an item and you do not want it to show in the system or on your balance sheet.  

The third feature is at the bottom you will see total columns for your debits and credits.  These totals should equal out to zero.  We encourage you to involve your accountant or controller in that process so it is accurate.  When you are finished working, go back to the padlock in the top left corner to lock the page, and doing so will save your changes.  

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