Visual Dolphin Accounting Software Tutorial Exclusive [patched] Jun 2026

If standard reports do not fit your exact requirements, use the integrated : Go to Tools > Query Builder > New Query .

The central hub for all financial data, featuring real-time insights, multi-currency support, and multilingual capabilities. It supports dual charts of accounts, user-defined account structures, and automatic recurring journal entries.

Uncheck this for control accounts like AR and AP to prevent discrepancies between sub-ledgers and the GL.

Navigate to . Click New ( Ctrl + N ).

Visual Dolphin is an integrated ERP and accounting solution tailored to automate repetitive tasks—such as bookkeeping, invoicing, and expense tracking—while offering robust reporting capabilities. Its user-friendly interface allows businesses to manage their financial infrastructure efficiently, reducing the risk of errors and ensuring regulatory compliance. Exclusive Tutorial: Getting Started with Visual Dolphin

If your organization has branches in multiple countries, the feature is essential. The branch can report according to local regulations using one chart, while simultaneously reporting to the global headquarters using a unified corporate chart of accounts.

Manual journal entries were made directly to control accounts. visual dolphin accounting software tutorial exclusive

Input primary contact data, tax registration identification numbers, and default currency.

Security is granular. Administrators can restrict users to specific modules, journals, or even individual cost centers to maintain strict internal controls.

The Inventory Control module is integrated with Accounts Payable and Receivables. When you purchase inventory, the AP module creates the liability and the Inventory module updates stock quantities and costs. When you sell inventory, the AR module records the revenue, and the Inventory module reduces the stock and records the cost of goods sold. If standard reports do not fit your exact

Different sections of Visual Dolphin show different balances or conflicting data.

In the grid view, select the items or services rendered, quantities, and unit prices. Review the tax calculations and total amount.

Manages vendor obligations, tracks purchasing patterns, and automates check writing. Users can select specific payments to hold or release and use batch numbers for easy reconciliation. Uncheck this for control accounts like AR and