Easy Setup Assistant

---

To find the Easy Setup Assistant

Choose Easy Setup Assistant from the Setup menu.

This assistant has three components, each with multiple steps:

Customize:

• Welcome to the Customize Easy Setup Assistant
• Make data entry easier
• Select the way accounts, items and cards are chosen
• An alternative way to view Help
• Congratulations!

Account:

• Welcome to the Accounts Easy Setup Assistant
• Set up the Accounts List to meet your business needs
• Enter your opening balances
• Congratulations!

Sales:

• Welcome to the Sales Easy Setup Assistant
• Choose sale layout
• Decide on selling details
• Assign sales tax to your customers
• Set up payment information
• Select the accounts to track customer receipts
• Build your customer list
• Enter historical sales for your customers
• Congratulations!