Before you start the New Data File Assistant, it’s a good idea to know the following information about your company, because you’ll need to enter it while you use the assistant. (If you have an accountant who tracks the details of your company’s business, he or she will know the answers to these questions.)

• What’s your company’s name, address and tax identification numbers?


• What year is your current fiscal year?


• What month does your fiscal year end?


• How many accounting periods are in your fiscal year?


• In which month do you want to begin using AccountEdge to record your accounting information?