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.
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
Related Articles
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 ...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 ...Data Import Tool - New for Lists!
Highlights Explore the new features of our rebuilt Data Import Tool for Lists! (Transactions will be coming soon!) Import multiple data import types for Lists in the same import session, using one or many files - your choice! Example: Import ...Getting Started with 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 ...How to Setup the Chart of Accounts
AccountingSuite™ comes with a standard Chart of Accounts. You may add, change or remove these to suit your needs. You can import your own chart of accounts or you can even copy it from another client if you have more that one AccountingSuite™ ...