https://www.bizbooks.pro/features/accountant-tools.html https://www.bizbooks.pro/videos/features/accountant-tools-poster.jpg Accountant Tools in BizBooks Pro Walter shows BizBooks Pro Accountant Tools: a client dashboard, the toolset, a live trial balance as of any date, Excel export and adjusting entries. https://www.bizbooks.pro/videos/features/accountant-tools.mp4 https://youtube.com/shorts/Cns-U3_nZ_E 25 2026-11-12 yes https://www.bizbooks.pro/features/ai-assistant.html https://www.bizbooks.pro/videos/features/ai-assistant-poster.jpg Ask your books a question with the BizBooks Pro AI assistant Kanta, the AI assistant built into BizBooks Pro, answers a plain-English question about the year's biggest expenses with figures straight from the ledger. https://www.bizbooks.pro/videos/features/ai-assistant.mp4 https://youtube.com/shorts/4jyqMwGDauE 19 2026-11-12 yes https://www.bizbooks.pro/features/automated-jobs.html https://www.bizbooks.pro/videos/features/automated-jobs-poster.jpg Automated jobs in BizBooks Pro Kanta shows BizBooks Pro automated jobs: bank feed sync, weekly company data export and monthly report PDFs, each with a schedule and an on/off switch. https://www.bizbooks.pro/videos/features/automated-jobs.mp4 https://youtube.com/shorts/wEETl-B4Z40 29 2026-11-12 yes https://www.bizbooks.pro/features/backup-security.html https://www.bizbooks.pro/videos/features/backup-security-poster.jpg Backups on your computer or in the cloud with BizBooks Pro Kanta shows BizBooks Pro backups: company export and import, nightly full-database backups, full-installation moves, and the cloud edition's nightly encrypted backups with seven-day restore. https://www.bizbooks.pro/videos/features/backup-security.mp4 https://youtube.com/shorts/k1K9xm9UkCU 52 2026-11-12 yes https://www.bizbooks.pro/features/bank-import.html https://www.bizbooks.pro/videos/features/bank-import-poster.jpg AI bank transaction categorization in BizBooks Pro BizBuddy runs AI categorize on ten bank transactions in BizBooks Pro: each line gets an account, a reason and a confidence score, the least certain line is flagged, and all ten are accepted together. https://www.bizbooks.pro/videos/features/bank-import.mp4 https://youtube.com/shorts/Jpu3i15LGG0 30 2026-11-12 yes https://www.bizbooks.pro/features/bank-reconciliation.html https://www.bizbooks.pro/videos/features/bank-reconciliation-poster.jpg Reconcile a credit card statement in BizBooks Pro Kanta reconciles a business credit card in BizBooks Pro: enter the statement date and ending balance, tick the cleared charges or select all, and finish when the difference reaches zero. https://www.bizbooks.pro/videos/features/bank-reconciliation.mp4 https://youtube.com/shorts/jNJICbHVOlc 34 2026-11-12 yes https://www.bizbooks.pro/videos/features/bank-reconciliation-pdf-poster.jpg Reconcile by dropping in the statement PDF, in BizBooks Pro Kanta drags a credit-card statement PDF onto the reconciliation form in BizBooks Pro: Kantivo Core AI fills in the date and ending balance, Begin ticks off all nine matching lines, and the difference is $0.00. https://www.bizbooks.pro/videos/features/bank-reconciliation-pdf.mp4 https://youtube.com/shorts/wW6i7NE917M 35 2026-11-12 yes https://www.bizbooks.pro/features/bills-expenses.html https://www.bizbooks.pro/videos/features/bills-expenses-poster.jpg Enter a vendor bill in BizBooks Pro BizBuddy enters a vendor bill in BizBooks Pro: vendor, due date, expense account, quantity and price, then saves it to the bills list, ready to pay. https://www.bizbooks.pro/videos/features/bills-expenses.mp4 https://youtube.com/shorts/0LhhIE8Ol40 34 2026-11-12 yes https://www.bizbooks.pro/videos/features/bills-repeat-vendor-poster.jpg Bills from a repeat vendor fill in from the last one, in BizBooks Pro BizBuddy shows that a new bill to a vendor you have billed before starts from the last bill: the description and expense account are already filled in. https://www.bizbooks.pro/videos/features/bills-repeat-vendor.mp4 https://youtube.com/shorts/asMS9aAoPsA 34 2026-11-12 yes https://www.bizbooks.pro/features/budget-manager.html https://www.bizbooks.pro/videos/features/budget-manager-poster.jpg Budget vs actual in BizBooks Pro Kanta opens a 2026 budget in BizBooks Pro and its variance view: budgeted, actual and difference for every account, with an over-budget account flagged. https://www.bizbooks.pro/videos/features/budget-manager.mp4 https://youtube.com/shorts/eypZSSeSGwA 23 2026-11-12 yes https://www.bizbooks.pro/features/cash-flow-forecasting.html https://www.bizbooks.pro/videos/features/cash-flow-forecasting-poster.jpg 13-week cash flow forecast in BizBooks Pro Kanta shows the BizBooks Pro 13-week cash flow forecast: projected bank balance, payment timing learned from each customer's history, and a week-by-week table. https://www.bizbooks.pro/videos/features/cash-flow-forecasting.mp4 https://youtube.com/shorts/ZFH7njYl0g4 24 2026-11-12 yes https://www.bizbooks.pro/features/cfo-boardroom-center.html https://www.bizbooks.pro/videos/features/cfo-boardroom-center-poster.jpg The CFO / Boardroom Center in BizBooks Pro Kanta tours the BizBooks Pro CFO / Boardroom Center: cash, runway, burn, liquidity and margin tiles with trends and targets, and the forecast, scenario, covenant, risk and boardroom tabs. https://www.bizbooks.pro/videos/features/cfo-boardroom-center.mp4 https://youtube.com/shorts/aY1BX6D9bc4 34 2026-11-12 yes https://www.bizbooks.pro/features/chart-of-accounts.html https://www.bizbooks.pro/videos/features/chart-of-accounts-poster.jpg The chart of accounts in BizBooks Pro Walter shows the BizBooks Pro chart of accounts: organized by type, numbered accounts with live balances, group totals, and opening a register. https://www.bizbooks.pro/videos/features/chart-of-accounts.mp4 https://youtube.com/shorts/fS_nkFsi8Ms 20 2026-11-12 yes https://www.bizbooks.pro/features/consolidated-reports.html https://www.bizbooks.pro/videos/features/consolidated-reports-poster.jpg Consolidated reports with eliminations in BizBooks Pro Walter shows BizBooks Pro consolidation: a parent with two wholly owned subsidiaries, consolidation runs that post intercompany eliminations, and intercompany transfers. https://www.bizbooks.pro/videos/features/consolidated-reports.mp4 https://youtube.com/shorts/aeSrfOZQ4WQ 26 2026-11-12 yes https://www.bizbooks.pro/features/customer-statements.html https://www.bizbooks.pro/videos/features/customer-statements-poster.jpg Customer statements in BizBooks Pro Ruby shows BizBooks Pro customer statements: customers with balances and open invoices, emailing statements in a batch, and a statement with invoices and payments. https://www.bizbooks.pro/videos/features/customer-statements.mp4 https://youtube.com/shorts/JLwbT0L-NA0 19 2026-11-12 yes https://www.bizbooks.pro/features/customers.html https://www.bizbooks.pro/videos/features/customers-poster.jpg Customer management in BizBooks Pro Ruby tours the BizBooks Pro client directory: contact details, outstanding and overdue balances, quick search, and adding a customer. https://www.bizbooks.pro/videos/features/customers.mp4 https://youtube.com/shorts/uhoPDPALmUQ 23 2026-11-12 yes https://www.bizbooks.pro/features/dashboard.html https://www.bizbooks.pro/videos/features/dashboard-poster.jpg The BizBooks Pro business dashboard Kanta tours the BizBooks Pro dashboard: cash, receivables and payables at a glance, business health for the month, and items that need attention, one click from the work. https://www.bizbooks.pro/videos/features/dashboard.mp4 https://youtube.com/shorts/wsk7VyCXfa8 27 2026-11-12 yes https://www.bizbooks.pro/features/employees.html https://www.bizbooks.pro/videos/features/employees-poster.jpg Employee management in BizBooks Pro BizBuddy shows the BizBooks Pro employee directory: roles, departments and pay rates, filtering by department, and adding an employee. https://www.bizbooks.pro/videos/features/employees.mp4 https://youtube.com/shorts/JUwIg3NgnXg 20 2026-11-12 yes https://www.bizbooks.pro/features/estimates.html https://www.bizbooks.pro/videos/features/estimates-poster.jpg Turn an estimate into an invoice in BizBooks Pro Ruby shows how to quote a job with an estimate in BizBooks Pro and convert it into an invoice in one click, with every line carried over. https://www.bizbooks.pro/videos/features/estimates.mp4 https://youtube.com/shorts/OGqENxudkx4 33 2026-11-12 yes https://www.bizbooks.pro/features/ez-mode.html https://www.bizbooks.pro/videos/features/ez-mode-poster.jpg EZ Mode: plain-language bookkeeping in BizBooks Pro BizBuddy shows BizBooks Pro EZ Mode: describe what happened in your own words, pick a common task, and see your money and what needs attention. https://www.bizbooks.pro/videos/features/ez-mode.mp4 https://youtube.com/shorts/JGit5EK0LgM 30 2026-11-12 yes https://www.bizbooks.pro/features/fixed-assets.html https://www.bizbooks.pro/videos/features/fixed-assets-poster.jpg Fixed asset depreciation in BizBooks Pro Walter shows the BizBooks Pro fixed asset register: cost and book value, a method per asset, a generated depreciation schedule, and posting the period entries. https://www.bizbooks.pro/videos/features/fixed-assets.mp4 https://youtube.com/shorts/b5mSt_nSCzU 32 2026-11-12 yes https://www.bizbooks.pro/features/inventory.html https://www.bizbooks.pro/videos/features/inventory-poster.jpg Inventory across locations in BizBooks Pro BizBuddy shows BizBooks Pro inventory: stock value across locations, one product at three sites, the Needs Reorder filter, and receiving or adjusting stock. https://www.bizbooks.pro/videos/features/inventory.mp4 https://youtube.com/shorts/lZU5KydYe2Q 26 2026-11-12 yes https://www.bizbooks.pro/features/invoicing.html https://www.bizbooks.pro/videos/features/invoicing-poster.jpg Create an invoice step by step in BizBooks Pro Ruby, the AI assistant built into BizBooks Pro, walks through creating an invoice: pick the customer, choose Net 30 terms so the due date fills itself, switch it to Active so it posts, add items, and create it. https://www.bizbooks.pro/videos/features/invoicing.mp4 https://youtube.com/shorts/1roGXwo8F3o 49 2026-11-12 yes https://www.bizbooks.pro/features/items-and-bundles.html https://www.bizbooks.pro/videos/features/items-and-bundles-poster.jpg Products and services catalog in BizBooks Pro BizBuddy shows the BizBooks Pro products and services catalog: descriptions, unit prices and tax status, item types and filters, and adding an item. https://www.bizbooks.pro/videos/features/items-and-bundles.mp4 https://youtube.com/shorts/lVHpS0U7ASw 27 2026-11-12 yes https://www.bizbooks.pro/features/journal-entries.html https://www.bizbooks.pro/videos/features/journal-entries-poster.jpg General journal entries in BizBooks Pro Walter enters a general journal entry in BizBooks Pro from the Transaction Hub: date, reference and description, with debits and credits that must balance to save. https://www.bizbooks.pro/videos/features/journal-entries.mp4 https://youtube.com/shorts/tKTNWCt2hNU 26 2026-11-12 yes https://www.bizbooks.pro/features/loan-manager.html https://www.bizbooks.pro/videos/features/loan-manager-poster.jpg Loan tracking and amortization in BizBooks Pro Walter shows the BizBooks Pro loan manager: outstanding and paid-down totals, lender, rate and payment details, and a loan's full amortization schedule. https://www.bizbooks.pro/videos/features/loan-manager.mp4 https://youtube.com/shorts/KGTfKDQomi0 26 2026-11-12 yes https://www.bizbooks.pro/features/memorized-transactions.html https://www.bizbooks.pro/videos/features/memorized-transactions-poster.jpg Memorized transactions in BizBooks Pro Walter shows BizBooks Pro memorized transactions: recurring invoices, bills and journal entries with a frequency and next date, Create Next, and Process Now. https://www.bizbooks.pro/videos/features/memorized-transactions.mp4 https://youtube.com/shorts/JxQrkYRgsgc 27 2026-11-12 yes https://www.bizbooks.pro/features/multi-company.html https://www.bizbooks.pro/videos/features/multi-company-poster.jpg Multiple companies under one login in BizBooks Pro Kanta switches between companies in BizBooks Pro: open the company list, go into another company's own books, and switch back. https://www.bizbooks.pro/videos/features/multi-company.mp4 https://youtube.com/shorts/nZWcf7q5j7Q 24 2026-11-12 yes https://www.bizbooks.pro/features/payflow.html https://www.bizbooks.pro/videos/features/payflow-poster.jpg PayFlow: payment requests, approvals and payments in BizBooks Pro Ruby shows BizBooks Pro PayFlow: request forms by link or QR code, one queue, optional approval chains routed by amount and category, drag-to-reorder steps, paying through a bank quick link, and Record Payment writing the journal entry. https://www.bizbooks.pro/videos/features/payflow.mp4 https://youtube.com/shorts/cSgPSjuSFoI 93 2026-11-12 yes https://www.bizbooks.pro/features/payments.html https://www.bizbooks.pro/videos/features/payments-poster.jpg Record a customer payment in BizBooks Pro Ruby records a customer check in BizBooks Pro: choose the customer and deposit account, enter the amount, and it is applied to the oldest open invoices first. https://www.bizbooks.pro/videos/features/payments.mp4 https://youtube.com/shorts/0skh2xKi4fc 24 2026-11-12 yes https://www.bizbooks.pro/features/professional-interface.html https://www.bizbooks.pro/videos/features/professional-interface-poster.jpg The BizBooks Pro interface: dark mode, EZ and Full, Classic Home and your own home screen BizBuddy shows the BizBooks Pro interface: dark mode, EZ and Full modes, Classic Home for QuickBooks Desktop users, QuickBooks command search, choosing a home screen, and Quick Action. https://www.bizbooks.pro/videos/features/professional-interface.mp4 https://youtube.com/shorts/41R996f_GmA 51 2026-11-12 yes https://www.bizbooks.pro/features/quickbooks-import.html https://www.bizbooks.pro/videos/features/quickbooks-import-poster.jpg Move from QuickBooks to BizBooks Pro Kanta opens the BizBooks Pro import wizard: choose QuickBooks Desktop, QuickBooks Online or Xero, have the migration team do it for you, or import phase by phase yourself. https://www.bizbooks.pro/videos/features/quickbooks-import.mp4 https://youtube.com/shorts/aIV-3Hr2SAg 33 2026-11-12 yes https://www.bizbooks.pro/features/receipt-document-management.html https://www.bizbooks.pro/videos/features/receipt-document-management-poster.jpg AI receipt scanning in BizBooks Pro BizBuddy uploads a receipt PDF to BizBooks Pro: the AI reads the vendor, date, total and line items, suggests the expense account and payment card, and the transaction is created after review. https://www.bizbooks.pro/videos/features/receipt-document-management.mp4 https://youtube.com/shorts/ScSii90d8uQ 25 2026-11-12 yes https://www.bizbooks.pro/features/reports.html https://www.bizbooks.pro/videos/features/reports-poster.jpg Financial reports and year-over-year comparison in BizBooks Pro Kanta runs an income statement for the year to date in BizBooks Pro, compares it to the previous year with dollar and percent change, opens the balance sheet, and shows where to memorize a report. https://www.bizbooks.pro/videos/features/reports.mp4 https://youtube.com/shorts/iKSiR1jEDNY 36 2026-11-12 yes https://www.bizbooks.pro/features/revenue-recognition.html https://www.bizbooks.pro/videos/features/revenue-recognition-poster.jpg ASC 606 revenue recognition in BizBooks Pro Walter shows BizBooks Pro revenue recognition: contracts with value, recognized and deferred amounts, straight-line and milestone methods, obligations, and posting due periods. https://www.bizbooks.pro/videos/features/revenue-recognition.mp4 https://youtube.com/shorts/VuvPgPUsrjo 30 2026-11-12 yes https://www.bizbooks.pro/features/setup-wizard.html https://www.bizbooks.pro/videos/features/setup-wizard-poster.jpg The Accounting Flow Wizard in BizBooks Pro Kanta shows the BizBooks Pro Accounting Flow Wizard: AI-guided setup, industry templates, and tools to analyze, import or tax-map an existing chart of accounts. https://www.bizbooks.pro/videos/features/setup-wizard.mp4 https://youtube.com/shorts/9H8LgSVwaNA 30 2026-11-12 yes https://www.bizbooks.pro/features/tax-center.html https://www.bizbooks.pro/videos/features/tax-center-poster.jpg Tax Center readiness check in BizBooks Pro Walter runs the BizBooks Pro Tax Center readiness check: balanced trial balance, voided transactions, 1099 vendor TINs, and generating the package for a CPA. https://www.bizbooks.pro/videos/features/tax-center.mp4 https://youtube.com/shorts/LLl7pR_LUMg 27 2026-11-12 yes https://www.bizbooks.pro/features/vendors.html https://www.bizbooks.pro/videos/features/vendors-poster.jpg Vendor management in BizBooks Pro BizBuddy tours the BizBooks Pro vendor directory: contact details, balances owed, the With Balance filter, search, and adding a vendor. https://www.bizbooks.pro/videos/features/vendors.mp4 https://youtube.com/shorts/Bl_Rzp7nfyE 24 2026-11-12 yes