Setting up your company

Creating a company file
Setting up your company

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
Setting up BusinessBasics to conform to the way you work

Setting up BusinessBasics to help you preserve the accuracy of accounting entries

Automatically printing/emailing/faxing transactions when recording

Customizing your printed documents
Customizing forms

Customizing reports

Entering information about your company
To enter general information about your company

Linking accounts
Using linked accounts

Securing your company's data
To create the master password

To change a password

To remove a password

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

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 shortcut keys
Using shortcut keys

Using tax codes
To create tax codes

To change tax codes

To remove tax codes