Getting Started Steps
Adding the Support User
Overview Sometimes it becomes necessary for Help and Support to log in to your account (with your permission, of course) to assist you with solving problems. You can easily enable this access for Support in your User List. Enabling the Support ...
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 Tool
Importing Data Please note : We are in the process of improving this tool, so you may see some things not mentioned here! There is more detailed documentation in the works. If you are trying to import transactions into Cloud Banking, please see this ...
First Steps
Follow our Quick Start Guide and we’ll get you started using the software in no time flat. Read our Getting Started Guide and complete the Startup Wizard in the software to get you moving. If you need assistance, don't hesitate to reach out: Make ...
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 Step 3 - Connecting your Bank accounts to Cloud Banking
Getting Started with Cloud Banking AccountingSuite™ connects you to thousands of banks and credit card companies in the cloud eliminating the time-consuming task of entering transactions manually. Click to accept a transaction rather than entering it ...
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
Welcome! AccountingSuite™ is a powerful, all-in-one business application that combines accounting, cloud banking, order management, inventory, project and time tracking into one cloud-driven platform. Cool! Power in the cloud. So where do I get ...
Getting Started Step 6 - Setup Products and Services
AccountingSuite™ has two types of items: PRODUCT and SERVICE. The big difference is that Product items are tracked in inventory. Creating a Product Item Navigate to Inventory → Item. Click Create. Enter an item Code (product number, SKU, etc). Enter ...
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 ...
Getting Started Step 2a - Lists
Overview AccountingSuite™ allows customization of the field list values for several fields. In this section, we’ll set up commonly used values for these fields. In addition, you’ll be defining document numbering schemes for Sales Orders, Sales ...
Getting Started Step 2 - Settings
In this step you will learn how to enter company information, choose the features you will be using in settings, set up lists and customize print forms. Finally you will learn how to create users. Settings are all located in the Admin Panel Menu ...
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 Step 4 & 5 - Setup Customer & Vendor Central
Customer / Vendor Central Customer / Vendor Central is your one-stop shop for everything you need when completing business related tasks. Our Customer / Vendor Central 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
General Navigation The Navigation Menu AccountingSuite™ has a dark yellow navigation menu and the lighter yellow is the sub-navigation bar, whose content will change based on the main menu choice that has been made. AccountingSuite™ Navigation Menu ...
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 Step 7 - Setup Document Numbering
Document Numbering With the document numbering feature, the next document number the system will assign may be customized with a custom number or set of alphanumeric characters. The following document types are supported: Bill Deposit Companies ...
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 ...