Easy Setup Assistant

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To find the Easy Setup Assistant

Choose Easy Setup Assistant from the Setup menu.

There are five components of this assistant, 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
• Set up multiple currencies
• Create contact log entries
• Review aging periods
• An alternative way to view Help and the To Do List
• 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

Purchases:

• Welcome to the Purchases Easy Setup Assistant
• Choose purchase layout
• Decide on buying details
• Assign sales tax to your vendors
• Set up payment information
• Select the account to pay your vendor bills
• Build your vendor list
• Congratulations!

Payroll:

• Welcome to the Payroll Easy Setup Assistant
• Add payroll tax tables into your company file
• Enter your payroll year
• Confirm your payroll year
• Set up your general payroll information
• Assign linked accounts for your payroll transactions
• Review your payroll categories - Wages
• Review your payroll categories - Accruals
• Review your payroll categories - Deductions
• Review your payroll categories - Expenses
• Review your payroll categories - Taxes
• Build your employee list
• Congratulations!