Academy

DishBooks Academy

Learn DishBooks, one routine at a time

Step-by-step guides for restaurant operators and their accountants, written around the work you do every day.

New to the accounting terms? Browse the glossary

Start here

Four articles that get a new location's sales and bank data flowing, in order.

  1. 1POS IntegrationsConnect your POS so daily sales arrive automatically, then map them once and approve each day.6 min read
  2. 2Daily Sales ReportReview each day's POS sales, fix anything that's off, and approve the day's journal entry.7 min read
  3. 3Bank IntegrationsConnect your bank and credit card accounts, or upload a file, so transactions flow into DishBooks.5 min read
  4. 4Review Your Bank ActivityCategorize, match and approve each bank transaction so your books stay current.7 min read

What are you here to do?

Jump straight to the task.

Browse by topic

Topics follow the DishBooks menu, so help lives where the feature does.

Getting startedConnect your POS, vendors and inventory tools to DishBooks.7 articlesSalesDaily sales, invoices, payments, credit memos and customers.2 articlesExpensesVendor bills, invoice approval and bill pay.3 articlesTransactionsReview and categorize the transactions on your books.1 articleBankingBank and card feeds, and bank reconciliation.4 articlesReportsP&L, prime cost and multi-location reporting.3 articlesDex AIAsk about your numbers and get answers with the context behind them.Coming soonSettingsUsers, roles, locations and your fiscal calendar.8 articles

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