QBM Getting Started and Navigation Guide

Overview

QBM is organized around business areas such as customers, vendors, inventory, banking, accounting, POS, reports, setup, and integrations. Most work starts from a menu, a center screen, a list, or a transaction form.

Tip: New users should learn how to search lists, open existing records, create new records, print, export, and refresh before using advanced features.

Main Areas

Area	Used For
Customers / Sales	Customers, quotes, orders, invoices, receipts, statements, refunds, and delivery documents.
Vendors / Purchases	Vendors, purchase quotes, purchase orders, bills, pay bills, vendor credits, and receiving.
Inventory / POS	Items, stock movement, physical inventory, POS sales, batches, returns, and retail settings.
Banking	Checks, deposits, withdrawals, transfers, bank reconciliation, and bank setup.
Accounting	Chart of accounts, journals, trial balance, financial statements, closing, and audit review.
Reports	Review, filtering, printing, exporting, and management analysis.
Options / Setup	Company settings, numbering, printing, integrations, permissions, and module behavior.

Lists and Search

Most QBM list screens allow users to find, filter, sort, open, print, and export records. A list is usually the safest place to review what already exists before creating a new record.

Use search or filters to narrow the list before opening a record.
Use Refresh when another user may have changed records.
Use Open to review the selected record in detail.
Use Print or Export when a list must be shared or reviewed outside QBM.
Use sorting to bring important records such as newest dates, largest amounts, or pending documents to the top.

Forms and Buttons

Button Or Action	Meaning
New	Starts a new record or transaction.
Save	Saves the current changes. Always review required fields before saving.
Edit	Allows changes where security and document status permit it.
Delete	Removes a record only when QBM allows it. Used records may need to be made inactive instead.
Print / Preview	Shows or prints the document using the assigned template.
Export	Sends list or report data to a file such as Excel or another supported format.
Refresh	Reloads current data from the database.

Safe Daily Habits

Search before creating a new customer, vendor, item, or account to avoid duplicates.
Check document dates, locations, payment methods, currency, and tax before saving.
Do not share user passwords. Ask an administrator to adjust security instead.
Use inactive status instead of deleting master records that have history.
Print or export important reports before period close.
Ask support before changing integration settings, tax settings, or closing settings.