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 started?
This guide will assist you getting the software set up for your business and point you in the right direction for learning resources and assistance with the software. Feel free to schedule some time with us if you wish to have a member from our Getting Started team assist you during the setup.
Click here to schedule a session with our team
STEP 1 : Setup Wizard
The first thing to do is to complete our Getting Started Wizard which will set up your chart of accounts, settings and other details for your account. You must complete the wizard to use the account.
STEP 2: Connect Your Accounts to Cloud Banking
With our innovative
module, transactions automatically flow into
on a daily basis, saving users countless hours in data-entry time. In this step we will connect the bank accounts to
and ensure the transactions are flowing properly and learn how to enable/disable automatic categorization.
Connecting a bank account to Cloud Banking
Know more about Cloud Banking
Schedule Live Help for Cloud Banking
STEP 3: Setup or Import Vendors
In this step, you will create
. If you have vendors from a previous software, you may send us a spreadsheet we will import them for you at no charge.
Schedule Live Help for Vendor Import or Setup
STEP 4: Setup or Import Customers
Now we’ll create
. Alternatively, send us a spreadsheet from your old accounting package and we will import them for you at no charge.
The AccountingSuite™ Customer / Vendor Central
Schedule Live Help for Importing Customers
STEP 5: Setup Products and Services
Create inventory items and services or we’ll assist with importing your existing list from your old accounting software.
Schedule Live Help to Import / Create Items
STEP 6: Setup Document Numbering
In this step, you can adjust your document numbering settings so that our automatic system begins on your preferred number.
The Data Import Tool. Tool that AccountingSuite™ uses to import data
last updated 11/10/2020 - JML