Getting Started Steps
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 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.
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Let’s go!
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 Cloud Banking module, transactions automatically flow into AccountingSuite™ on a daily basis, saving users countless hours in data-entry time. In this step we will connect the bank accounts to AccountingSuite™ and ensure the transactions are flowing properly and learn how to enable/disable automatic categorization.
Schedule Live Help for Cloud Banking
STEP 3: Setup or Import Vendors
In this step, you will create Vendors in AccountingSuite™ . 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 Customers in AccountingSuite™ . Alternatively, send us a spreadsheet from your old accounting package and we will import them for you at no charge.
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.
Data Import Tool
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