Setting up your company Topics List

Setup Topics List

See also:Security Topics List
See also:Tax Codes Topics List
See also:Multicurrency Topics List
See also:Working on a Network Topics List

Upgrading your company file

· To prepare to upgrade a company file for network use

· Locating the Upgrade Assistant

· Finding a file to be upgraded and choosing a location for the upgraded file

· How long does it take to upgrade a file?

· Optimizing and verifying your company file

· Reinstalling MYOB AccountEdge

Creating a company file

· Creating a company file

· Preparing to use the New Company File Assistant

· To start to use the New Company File Assistant

· To create a company file from the AccountEdge Welcome window

· To create a new company file while using AccountEdge

Using the Easy Setup Assistant

· Setting up your company

· Preparing to use the Easy Setup Assistant

· Using the Easy Setup Assistant

Customize button

Accounts button

Sales and Purchases buttons

Payroll button

Using the MYOB QuickBooks Conversion Assistant

· Using the MYOB QuickBooks Conversion Assistant

Entering your company information

· 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

Loading payroll tax tables

· To load payroll tax tables

Using AccountEdge preferences

· Using MYOB AccountEdge preferences

To use Help from the Internet

To display the To Do List when starting AccountEdge

To customize the way your on-screen content looks

To use Easy-Fill

To customize the way you work with forms and reports

To change your aging periods

To automatically create business contacts

To automatically create business contacts

To automatically print/email/fax transactions when recording

To automatically create business contacts

To automatically print/email/fax transactions when recording

Setting up credit terms for all new customers and vendors

Blocking sales or receiving alerts when customers exceed credit limits

To receive a warning when a customer exceeds the credit limit

To prevent the recording of an invoice when a customer exceeds the credit limit

To set a Credit Limit Override password

Securing the information in your company file

Personalizing your company file

· Using identifiers

To create identifiers

To assign identifiers to a card

· Using pricing levels

To label a pricing level

To assign a pricing level to a customer card

· Adding custom lists and fields

Some uses for custom fields

Some uses for custom lists

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 shortcuts

· Using shortcuts

Using shortcut keys

Using Control/Click

To use Easy-Add

To use the pop-up calendar

To use the pop-up calculator