# How P4 Books Works

P4 Books is an intelligent, cloud-based accounting software that handles all your accounting needs. P4 Books works perfectly for any type of business, however, it is particularly suited for distribution, with built-in support for lot number tracking, serial number tracking, bills of materials, expiry date tracking, and Packsizes for boxed products. To fully understand how P4 Books works, go through the modules below in the order given.

**Accessing P4 Books**

To access P4 Books, you will need to register for an account. If you are already a registered user, you can log in to P4 Books directly.

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**Dashboard**

The Dashboard gives you a clear picture of your company's finances. It provides an overview of total accounts receivable, total accounts payable, cash flow, income and expenses, top expenses, projects, and bank and credit cards.

**Opening Balances**

Before starting accounting in P4 Books, you will need to import the closing balances from the previous fiscal year as the opening balances for the current year.

**Products**

Products are the goods or services of your organization. Add or import items and price lists in P4 Books.

**Customers and Vendors**

Add your customers and vendors in P4 Books to create various purchase and sales transactions for them.

**Start Invoicing**

Create and send invoices to your customers. Receive payments against all invoices. You can track all payments received across different accounts and also record partial invoice payments.

**Sales Operations**

Create different sales transactions for your customers, such as:

* Quotes
* Sales Orders
* Invoices
* Recurring Invoices
* Withholding Invoices
* Credit Notes

**Purchase Operations**

Create different purchase transactions for your vendors, such as:

* Purchase Orders
* Inventory Receipts
* Vendor Invoices
* Payments
* Miscellaneous Expenses

**Configuration**

Configure the general and module-specific settings for your organization. You can set up Users and Roles, Templates, Reports, and Automation.


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