Getting Started Steps
Getting Started - Setup Wizard
AccountingSuite™ Setup Wizard: Quick and Efficient Account Onboarding The AccountingSuite™ Setup Wizard is a tool designed to simplify the process of onboarding new accounts. From company information, enabling features, setting up the chart of ...
Activating/Deactivating the Support User
AccountingSuite™ is equipped to provide strong support, ensuring smooth operations and quick resolution of any issues. Occasionally, our Help and Support team may need to log in to your account, with your permission, to assist in resolving problems. ...
Instructions for First-Time login after Login Page update
Instructions for First-Time login after Login Page update We’ve introduced a new login page with exciting new features – log in automatically with your Facebook, LinkedIn or Google account, a new Account Dashboard for those of you with multiple ...
Data Import Wizard
Data Import Wizard If you are trying to import transactions into Cloud Banking, please see this article. The Data Import Wizard is a powerful tool and feature that enables users to efficiently bring external data into their system. With this tool, ...
First Steps in AccountingSuite™
Welcome to AccountingSuite™! Follow our Quick Start Guide, and we'll have you up and running in no time. Here's how to get started: Step 1: Getting Started - Setup Wizard. Begin by completing the Setup Wizard within AccountingSuite™. This will guide ...
Settings Features
(Quick Menu → Settings) System wide feature settings: General Setting Set your company’s Default Currency if not USD. You may need to add the currency. If desired, enable Multi-Currency Note: once this feature is enabled it cannot be disabled! Use ...
Getting Started - Connecting your bank accounts to Cloud Banking
Getting Started with Cloud Banking Cloud Banking simplifies financial management by connecting to over 15,000 banks and credit card companies, automatically syncing transactions to reduce data entry and providing a comprehensive view of your ...
Importing and Exporting Chart of Accounts
Importing Chart of Accounts There are 2 ways to import an account/s to Chart of Accounts in AccountingSuite™. From the Client List and from a CSV File. Importing from Client List Importing from Client List is when you want to copy a Chart of Accounts ...
Getting Started Steps
AccountingSuite™ is a powerful, all-in-one business application that combines accounting, cloud banking, order management, inventory, reporting, project and time tracking, and a full E-commerce solution into one cloud-driven platform. Cool! Power in ...
Getting Started - Setup Items (Products and Services)
In AccountingSuite™, managing your inventory and services efficiently is crucial for smooth business operations. AccountingSuite™ allows you to create two types of items: Product and Service. Understanding the distinctions between these types of ...
Importing Items
Importing Items When setting up either product or service based companies, creating items in inventory allow you to put them on Sales and Purchases Orders, Sales Invoices and Bills, and Time-tracking records. Wait! Time-tracking records? Why would ...
Lists
Overview In AccountingSuite™, Lists are collections of categorized data that the system uses to organize, track, and report financial information. These lists form the backbone of the accounting system, facilitating efficient data entry, accurate ...
Getting Started - Settings
AccountingSuite™ Settings After completing the Setup Wizard, users need to review these advanced settings, as the Setup Wizard primarily covers basic and initial account configurations. In this step, you'll learn how to add users and set user ...
Chart of Accounts Overview
Chart of Accounts The Chart of Accounts is a listing of all the accounts in the general ledger, each account accompanied by a reference number. To set up a chart of accounts, one first needs to define the various accounts to be used by the business. ...
Sample Chart of Accounts
CHARTS OF ACCOUNTS Category Account Code Description Current Assets 1000 Petty Cash 1010 Cash on Hand (e.g. in cash registers) 1020 Regular Checking Account 1030 Payroll Checking Account 1040 Savings Account 1050 Special Account 1060 Investments – ...
Getting Started - Setup Companies (Customers & Vendors)
Overview Companies (formerly Customer/Vendor Central) is the place for everything you need when working with Customers and Vendors. AccountingSuite™ Companies module brings together the relationship you have with customers and vendors in one easily ...
Legend and Icons of AccountingSuite™
Legend and Icons of AccountingSuite™ The following are icons that appear throughout the application. BACK and FORWARD BUTTON - Navigate backwards and forwards in the history of your session. HOME BUTTON - Directs to the AccountingSuite™ Home Page. ...
Getting Started - General Navigation
AccountingSuite™ provides an intuitive interface to simplify your business operations. Here's an overview of its main navigation features: 1. Main Menu/Navigation Menu The Main Menu/Navigation, located on the left side of the screen, displays all ...
Getting Started Resources
Resources Schedule one-on-one setup assistance with our getting started team. Help and Support Portal. Knowledgebase Articles. Feedback and Forums. Training Videos.
Getting Started - Setup Lists and Document Auto-Numbering
Auto-Numbering The Auto-Numbering feature in AccountingSuite™ allows users to customize the numbering scheme for lists and documents, providing flexibility in organizing and tracking entries and documents. This ensures that each new object or ...
Importing Customer, Vendor and Inventory Item Data
Importing Customer, Vendor and Inventory Item Data Leave the importing to us! We will import your Customers and Vendors from your old accounting package, free of charge. Here’s what you need to know and what you need to do to make this happen. Your ...