Setting Up Your Company Table of Contents

Creating a New Company File Overview
Easy Setup Assistant Overview

Personalizing Your Company Overview

Upgrading Your Company File Overview

Creating a new company file
To prepare to use the New Company File Assistant

To start the New Company File Assistant

To use the New Company File Assistant

Customizing your work using preferences
To set up AccountEdge to conform to the way you work

To set up AccountEdge to help you preserve the accuracy of accounting entries

To automatically create business contacts

To automatically print/email/fax transactions when recording

Customizing your printed documents
To customize the way you work with forms and reports

Entering information about your company
To enter general information about your company

To enter your company's payroll information

To set up your business calendar

Linking accounts
Using Linked Accounts Overview

Organizing your cards by using identifiers
To create identifiers

To assign identifiers to a card

Securing your company's data
To create the master password

To create a sub-password

To change a password

To change a sub-password's access rights

To remove a password

To print a report showing entries identified by user IDs

To print a report showing your entries for the session

To automatically print a report showing entries for the session

What are changeable and unchangeable transactions?

Setting up your company file using the Easy Setup Assistant
To prepare to use the Easy Setup Assistant

To start the Easy Setup Assistant

To use the Easy Setup Assistant

Upgrading your company file to MYOB AccountEdge Version 2
To prepare to upgrade your current company file for use on your peer to peer network

To upgrade your current company file for use with AccountEdge Version 2

Using custom lists and fields
To enter a label for a custom list

To create list entries on a custom list

To change a list entry on a custom list

To delete a list entry on a custom list

Using MYOB AccountEdge pricing levels
To label a pricing level

To assign a pricing level to a customer card

Using shortcut keys
Using shortcut keys

Using tax codes
To create tax codes

To change tax codes

To remove tax codes

Setting up your company Table of Contents