Accounting
Accounting Overview
Last Updated: July 15, 2026NOTE: This feature is available in the Professional and Enterprise versions of both Spectra and Stratus Desktop. Please note** Requirements: QuickBooks Desktop Version 2023 or 2024 or QuickBooks Online. Stratus 2023 or greater. *Keep in mind that support for the QuickBooks 2023 desktop version will cease May 2026 and the QuickBooks 2024 desktop version sometime...
End of Day Wizard
Last Updated: July 15, 2026NOTE: This feature is available in the Professional and Enterprise versions of both Spectra and Stratus Desktop. Streamline your posting procedures with the End of Day Wizard, which combinesdeposits and invoice posting into one process. Use the software’s Wizard Builder tool to customize the End of Day Wizard by adding or hiding pages and more. See...
Using the Accounting Link
Last Updated: July 15, 2026NOTE: This feature is available in the Professional and Enterprise versions of both Spectra and Stratus Desktop. ATTENTION! When using Quickbooks Desktop direct, Quickbooks Desktop must be open on the computer prior to beginning the posting process. QuickBooks Desktop Version 2023 or 2024 or QuickBooks Online are supported. *Keep in mind that support for the...
Cash Reconciliation
Last Updated: July 15, 2026The Cash Reconciliation form simplifies the process of counting cash in the Cash Drawer at the beginning or end of day. To set up Cash Drawer Balance: Go to Maintenance > Preferences > Company Preferences > Accounting (tab) > Default Cash Drawer Balance (This is the amount your Cash Drawer starts with each day) Cash...
Setting up the Accounting Link – QuickBooks Online
Last Updated: July 15, 2026NOTE: This feature is available in the Professional and Enterprise versions of both Spectra and Stratus Desktop. Watch video and/or follow the instructions below to set up the accounting link in the 2021 and higher versions of Spectra/Stratus Desktop. Requirements: QuickBooks Desktop Version 2023 or 2024 or QuickBooks Online. Stratus 2023 or greater. *Keep in...
FAQ – Reconciling with QuickBooks Desktop
Last Updated: July 15, 2026NOTE: This feature is available in the Professional and Enterprise versions of both Spectra and Stratus Desktop. Q: How can I reconcile Spectra/Stratus with QuickBooks Desktop (or other accounting software)? A: When using an accounting integration with Quickbooks Desktop (or other accounting software), you should regularly reconcile your Spectra/Stratus records with QuickBooks Desktop to verify the...
FAQ – Unlocking Posted Invoices
Last Updated: July 15, 2026NOTE: This feature is available in the Professional and Enterprise versions of both Spectra and Stratus Desktop. Q: How can I unlock a posted invoice? A: It’s not difficult to unlock a posted invoice. However, it can cause issues when integrating with your accounting software! Unlocking the invoice will not allow you to repost it....