Once you've created a new company file, you need to set up the company file so it contains information specific to your business. If you want, you can do all your setup tasks manually, or you can use the Easy Setup Assistant to walk you through the setup process. Since the Easy Setup Assistant provides you with all the major setup tasks you need to perform, we recommend that you use the assistant to ensure your system is fully set up.

The Easy Setup Assistant can be used at any time, and as many times as you want with the same company file. You can also stop the setup process at any time and return to the assistant when it's most convenient for you.

To begin setting up a particular section of the assistant, click the button that's associated with the section you want to set up. The assistant will walk you through the section in a step-by-step manner, similar to the process you went through to create a new company file in the New Company File Assistant.

You can navigate through these windows in two ways:

1. Click the Next or Back button to open the next or previous window.
2. In the list of window names, click the button next to a window name to open that window.

Before you start using 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 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?