Welcome to BOS Professional Documentation
This site documents BOS Professional, QuickEasy Software's business management platform. BOS Professional is published in English; however, certain modules, content and outputs can support any language your organisation needs.
If you need more help, contact the QuickEasy Helpdesk for friendly support.
How to Find What You Need
Search – use the search box at the top of every page, or press / anywhere on the site to jump straight to it. You can filter the results by category and sort them by relevance or title.
Browse by module – the sidebar on every page groups pages by module:
- It always shows where you are.
- Each module lists its reference pages, tutorials and process guides together, in alphabetical order, so the page that explains a screen sits next to the tutorial that shows you how to use it.
- For example, Banking lists Bank Import, Bank Import Setup Tutorials and Bank Import Tutorial one after the other.
Pages come in a few different kinds, depending on what you are trying to do:
| If you want to… | Look for… |
|---|---|
| Learn BOS Professional for your role, for example, Sales or Accountants | A Learning Path |
| Understand what a module does, field by field | A Reference page, under its module in the sidebar (e.g. Accounting, Costing & Estimating, Service Manager) |
| Set up a new system in the right order | The Setup Order checklist |
| Configure a module for the first time | A Setup Tutorial, under its module in the sidebar, or all of them on the Setup Tutorials page |
| Follow a business process from start to finish | A Process Guide, under its module in the sidebar, or all of them on the Process Guides page |
| Learn a task hands-on, step by step | A Tutorial, under its module in the sidebar, or all of them on the Tutorials page |
| Find a quick answer | The Frequently Asked Questions |
| Look up a term | The Glossary |
| Fix a warning or an error message | Warnings and Troubleshooting |
| Understand the reasoning behind a feature | A Knowledge Blog article |
| See what changed in a recent version | The Release Notes |
Coloured Callouts
As you read, you see coloured blocks along the left edge of the content. Each colour means something different:
- 💡 (yellow, with no label) – the page introduction: what the page or its tutorials cover.
- Info (light blue) – background or an explanation that helps you understand the topic.
- Note (grey) – a condition or limitation that affects what you do, such as something you must do first or cannot do.
- Warning (red) – a real risk, such as lost data, wrong ledger postings or something you cannot undo.
- Navigation (green) – exactly where to find something in the menu, for example:
Getting Started
- Introduction – an overview of BOS Professional and this documentation site.
- Key Features – features that work the same way in every module, such as approvals, attachments and statuses.
- Setup Order – the order in which to set up a new system.
- Learning Paths – the pages to read, in order, for your role.
- Frequently Asked Questions – quick answers to common questions.
- Glossary – the terms used in BOS Professional, explained.
- Warnings and Troubleshooting – the common warnings and messages, and how to fix them.
- Setup Tutorials – every setup tutorial in one list, grouped by module.
- Process Guides – every process guide in one list, grouped by module.
- Tutorials – every tutorial in one list, grouped by module.
Recently Updated
Browse all release notes – the release notes are not in the sidebar menu, but you can always reach them from here or through search.