Before you start the Easy Setup 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 accounts make up your business’s accounts list?


• What are the balances of the accounts in your accounts list, as of the first day of your conversion month?


• Who are your customers, vendors, employees and the personal contacts that you’d like to track using AccountEdge? (You’ll probably be best served if you make up a list of these people and companies before you start the setup process.)


• What are the current balances of your customers’ and vendors’ accounts? (In other words, how much do your customers owe you, and how much do you owe your vendors, as of the first day of your conversion month?)


• What are the typical credit terms that you assign to your customers? What are the typical credit terms assigned to your company by your vendors?