Visual Dolphin Accounting Software Tutorial May 2026
Visual Dolphin Accounting — Step‑by‑Step Tutorial
Keyboard Shortcuts
| Action | Shortcut | |--------|----------| | New Invoice (Sale) | Ctrl + S | | New Purchase | Ctrl + P | | Save | Ctrl + Enter | | Print | Ctrl + P (on invoice screen) | | Search Item | F2 | | Calculator | Ctrl + C | | Close window | Esc |
8. Backups & User Access
- Backup: File → Backup Company → save encrypted copy offsite.
- Users: Settings → Users → add roles (Admin, Accountant, Read‑only). Limit access to sensitive areas.
Must-Have Monthly Reports
- Aging Reports: Reports > AR > Customer Aging (Shows who owes you money past 90 days).
- Stock Valuation: Inventory > Reports > Valuation Summary (Shows total asset value on hand).
- Profit & Loss (P&L): Reports > Financial > P&L Comparative (Compares this month to last month).