Easy Setup Assistant Overview

After you’ve used the New Data File Assistant to create your data file, we recommend that you spend some time setting up the data file so the information you store and the transactions you record appear the way you want them to. You can complete many of the setup tasks using MYOB AccountEdge’s Easy Setup Assistant. You can also perform these tasks manually using windows throughout AccountEdge, but the Easy Setup Assistant makes the process much simpler.

Unlike the New Data File Assistant, the Easy Setup Assistant can be used at any time, and as many times as you want with the same data file. You can also stop the setup process at any time and return to the Assistant when it’s most convenient for you.

Click below for the step-by-step procedure:

To prepare to use the Easy Setup Assistant

To start the Easy Setup Assistant

To use the Easy Setup Assistant

Easy Setup Assistant Overview