Getting Started Steps

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.   Click here to schedule a session with our team . 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.

Connecting a bank account to Cloud Banking

Know more about Cloud Banking HERE.

  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.

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.

Inventory Items

  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.

Document Numbering

Data Import Tool

The Data Import Tool. Tool that AccountingSuite™ uses to import data

Click here for more information on the data import tool.

last updated 11/10/2020 - JML
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