Visual Dolphin Accounting Software Tutorial May 2026

Mastering Your Finances: A Comprehensive Tutorial for Visual Dolphin Accounting Software

Visual Dolphin is a cloud-based accounting software designed to help businesses manage their financial operations efficiently. It offers a range of features, including general ledger, accounts payable, accounts receivable, payroll, and financial reporting. The software is user-friendly, intuitive, and accessible from anywhere, making it an ideal solution for businesses with remote teams or multiple locations.

Vendor Creation:

Add suppliers to the central Address Book . This prevents redundant data by allowing a single contact to be both a supplier and a client. visual dolphin accounting software tutorial

Data Import

Final Checklist for New Users:

: Users (e.g., CFOs or Controllers) can customize dashboards to display role-specific analytics and "drill down" into details like purchase orders or inventory balances. Data Export Mastering Your Finances: A Comprehensive Tutorial for Visual

Any report → Export → Excel / PDF / Tally XML
Tally export: generates .tdf file for import into Tally ERP 9

Sales Reports

Finley: "Here, you'll enter your company name, address, and other basic information. You'll also set up your financial periods and currency. Don't worry, it's easy!" Any report → Export → Excel / PDF