How to use the Getting Started wizard

The Getting Started option guides you through the steps to get up and running, from entering your company information to running common reports. This quick guide includes links to more information.

Sign Up and enter company information

Use the Quick Start Wizard to enter basic company information. Update this information as needed.

Get help

1. Click Help on the menu bar to view help articles. These articles cover everything from getting started to day-to-day account processing.
2. Click the Help button on any application page for information about that page.

Settings

The Settings overview includes all options needed to manage your business. Enter default information and customize details to suit your business needs.

Enter your customer and vendor information

Add regular customers and vendors as contacts or import their information from a spreadsheet.

Create and link your bank accounts

1. Set up separate records for all bank accounts, including credit cards and loans, to manage cash flow.
2. Link to your online banking service using bank feeds to download transactions directly.

Set up your chart of accounts

• The chart of accounts lists all accounts used by your business. Use categories to analyze income, expenditures, assets, liabilities, and equity in management reports.
• Edit or create new categories based on your needs.

Enter opening account balances

• Use your old system to produce a final trial balance for entering opening balances. Request a full trial balance from your accountant if needed.

Review the Trial Balance report

• After entering all values from your trial balance, review the Trial Balance report to verify accuracy. This report shows the balance for each general ledger account.