Creating a company file
Setting up your company
Personalizing your company file
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
Customizing your printed documents
To customize the way you work with forms and reports
Customizing your on-screen content
To customize the way your on-screen content looks
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
To enter bank information for electronic payments
Linking accounts
Using linked accounts
Loading payroll taxes
To load payroll tax tables
Managing transactions
To find a transaction
To change a transaction
To reverse a transaction
To delete a transaction
To erase a transaction
To see how a transaction will affect your records
Organizing your cards by using identifiers
To create identifiers
To assign identifiers to a card
Securing your company's data
To create a new user ID
To change your user ID's password
To edit a user ID
To change a user ID's access rights
To delete a user ID
To print a report showing entries identified by user IDs
To print a report showing your entries for the session
To automatically print reports showing your entries for each session
Choosing changeable or 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 2004 (v4)
To prepare to upgrade your company file for use on a network
To upgrade your company file for use with AccountEdge 2004 (v4)
Using AccountEdge preferences
To use Preferences -- System
To use Preferences -- Windows
To use Preferences -- Reports and Forms
To use Preferences -- Banking
To use Preferences -- Sales
To use Preferences -- Purchases
To use Preferences -- Security
To learn if transactions are changeable or unchangeable
I Prefer to Use Help From the Internet, Rather Than My Computer
To display the To Do List when starting AccountEdge
To use Easy-Fill
To automatically create business contacts
To automatically print/email/fax transactions when recording
Using custom lists and fields
To enter a label for a custom list or field
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 Easy-Add
To use Easy-Add
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 the pop-up calendar and calculator
To use the pop-up calendar
To use the pop-up calculator
Using tax codes
To create tax codes
To change tax codes
To delete tax codes
To change tax amounts for a single transaction