Advanced Accounting & Bookkeeping

Migrate your data out of Quickbooks to Refrens
In this quick article, go through how to download the relevant data from your Quickbooks portal to migrate to Refrens. In order to migrate out of Quickb...
Sat, 22 Apr, 2023 at 5:57 PM
What to do once your documents are synced successfully?
If all your documents are synced successfully, that means you can start using the advanced accounting features from now! First, let's understand what h...
Sat, 10 Jun, 2023 at 2:35 PM
Introduction to advanced accounting on Refrens
Refrens' advanced accounting suit is a must-have for any business looking to simplify and streamline their accounting process. With advanced account...
Sat, 27 Jan, 2024 at 5:33 PM
What are account groups, categories, and types?
To get a complete overview of your business finances, it's important to organize all your data in a defined structure. On Refrens, all your financial d...
Sat, 2 Sep, 2023 at 11:55 AM
How to create, edit, and download account groups?
Account groups help you better organize your financial data. If you are just starting out on Refrens, Click here to understand account groups, categories, a...
Sat, 2 Sep, 2023 at 11:47 AM
What are Vouchers, Voucher Books, and Voucher Types?
What are Vouchers? Vouchers are documents that record transactions such as sales, purchases, payments, receipts of money, etc.  They act as evidence of a ...
Tue, 25 Jul, 2023 at 2:36 PM
How to create voucher books & add voucher entries?
Vouchers are documents that record transactions such as sales, purchases, payments, receipts of money, etc. They act as evidence of a business transaction a...
Sat, 2 Sep, 2023 at 12:11 PM
How to create/edit accounts and track ledger entries?
Accounts, also referred to as "ledgers” or “ledger accounts”,  are the heart of a company's financial record-keeping system. They represent a compl...
Sat, 9 Nov, 2024 at 6:12 PM
How to Upload Chart of Accounts in Bulk?
The bulk upload feature allows you to upload all your ledger accounts with opening & closing balances quickly. Also, if the uploaded account does not al...
Sat, 9 Nov, 2024 at 6:17 PM
How to pass voucher entries for payment records & revert them?
If you are an advanced accounting user and have synced payment records, you don't have to worry about manually passing voucher entries for them. Wheneve...
Wed, 16 Aug, 2023 at 3:26 PM