New Company File Assistant—Build Your Accounts List

Accounts are the categories that you will allocate each of your transactions to. When you create a company file, you need to select a default list of accounts. You can:

■	start with an accounts list provided by AccountEdge. You can select a predefined accounts list suitable for your business.

■	import a list of accounts. You can import an accounts list from another company file or from one that has been provided by your accountant or certified consultant.

■	build your own list. You can start with an accounts list that has the minimum accounts required by your accounting software and then add to it.

Note that you can modify your accounts list after creating your company file.

Field Descriptions

■	I would like to start with one of the lists provided by AccountEdge: If you want to choose from a range of predefined account lists, select this option and click Next.

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I would like to import a list of accounts provided by my accountant after I’m done creating my company file: If you or your accountant have an accounts list file that can be imported into your company file, select this option and then click Next. A few required accounts will be added to your accounts list once the company file has been created. You'll import all of the other accounts you need to track your business later.

■	I would like to build my own accounts list once I begin using AccountEdge: If you want to start with an accounts list that has the minimum required accounts, select this option and then click Next.

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Related Topics

■	Setting up your company file

■	Advanced setup

■	Set up accounts