Setup Table of Contents

Creating a company file
Setting up your company
Personalizing your company
Working with transactions
See also Working on a Network Table of Contents
See also Multicurrency Table of Contents

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

Loading payroll taxes
Loading your payroll tax tables

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 delete 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 3
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 3

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 recurring transactions
To create a recurring template
To find a recurring template
To record a recurring transaction
To change a recurring template
To delete a recurring template

Using shortcut keys
Using shortcut keys

Using tax codes
To create tax codes
To change tax codes
To delete tax codes

Working with transactions
To find a transaction
To change a transaction
To reverse a transaction
To delete a transaction