To prepare to use the Easy Setup Assistant
Setup > Setting up your company >>
Before you start the Easy Setup Assistant, you should know some important information about your company. You'll need to enter it when 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 accounts make up your business's accounts list?
- What are the balances of the accounts in your accounts list, as of the first day of your conversion month?
- Who are your customers, vendors, employees and the personal contacts that you'd like to track using AccountEdge? (It's probably best to make a list of these people and companies before you start the setup process.)
- What are the current balances of your customers' and vendors' accounts? (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?
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