Getting started

The Getting Started option takes you through all of the steps you need to help you get up and running, from entering your company information to running common reports.

To help you get off to the best possible start, we've put together a quick getting started guide with links to more information.

When you sign up, you must enter some basic information about your company using the Quick Start Wizard. You can update your business information as needed.

Get help

If you need help, click Help on the menu bar to view the help. Here you can find articles about everything from getting started to the day-to-day processing of your accounts. When you see the Help button on one of the application pages, click it for information about that page.

Settings

The settings overview brings together all the options needed to manage your business. You can enter default information and customize details to suit the needs of your business.

Enter your customer and vendor information

If you regularly deal with the same customers and vendors, you can add them as contacts or import them if you already have their information in a spreadsheet.

Create and link your bank accounts

You can set up separate bank records for all of your bank accounts, including credit cards and loans, to manage your business cash flow.

After your bank records are set up, you can link to your online banking service using bank feeds. You can then save time by downloading transactions directly from your online bank account instead of manually entering them.

Set up your chart of accounts

The chart of accounts is a list of all of the accounts used by your business. Use categories to analyze your income, expenditures, assets, liabilities and equity when running your management reports.

There is a default chart of accounts based on the type of business you selected when you created your account. You can edit or create new categories based on your needs.

Enter opening account balances

Whether you're just starting your business or changing from another accounting system, you're likely to have opening balances. Use your old system to produce a final trial balance to use when entering opening balances. If your accountant previously processed your accounts for you, request a full trial balance.

Review the Trial Balance report

After you've entered all the values from your trial balance, review the Trial Balance report to verify that the values are correct. This report shows the balance for each of your general ledger accounts.