Easy Setup Assistant window

After creating your company file you can set it up to suit your business. You can choose to do all your setup tasks manually, or you can use the Easy Setup Assistant.

The Easy Setup Assistant enables you to set up the five main areas of your company file: Accounts, Sales, Purchases, Payroll and preferences customization. Use the Next and Back buttons to navigate through the setup assistant windows.

You can use the Setup Assistant at any time, and as many times as you want.

Basic information to know before you start

■	What are the accounts that make up your business's accounts list?

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

■	Who are your customers, vendors, employees and 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? (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?

■	(If you use Payroll) What year is your current payroll year?

■	(If you use Payroll) What’s your Federal Tax ID number and FUTA tax rate?

■	(If you use Payroll) What’s your state payroll tax ID number? What is your state unemployment tax rate?

■	(If you use Payroll) What wages, deductions, employer expenses and payroll taxes apply to your employees? What have your employees been paid so far in this payroll year?

Tips for this window

Related Topics

■	Setting up your company file

■	Advanced setup

■	Set up preferences

■	Set up sales

■	Set up purchases

■	Set up payroll

■	Do an initial bank reconciliation