Ch8

Steps to set up a new company1. Complete EasyStep Interview2. Add the People You Do Business With3. Add the Products and Services You Sell4. Add Your Bank Accounts5. Enter Company Information6. Customize Chart of Accounts7. Lists

Set Up A New Company

1. Select File > New Company 2. Select Detailed Start

New Company

1. Answer EasyStep Interview questions

EasyStep Interview

Add the People You Do Business With

Add the People You Do Business With

Add the Products and Services You Sell

Add the Products and Services You Sell

Add the Products and Services You Sell

Add Your Bank Accounts

Add Your Bank Accounts

Company Name Company Address Company Filing/Tax Status

Company Information

CustomizePreferences

Customize the Chart of Accounts by:1. Adding accounts2. Editing accounts3. Deleting accounts

For each account include:

Account number Tax-Line mapping

CustomizeChart Of Accounts

Lists provide supporting detail for the accounting system

Lists include: Customer List Vendor List Item List

Lists

1. Enter customer information in the Customer List

2. Add job information to the Customer List.

Update Customer List

Enter vendor information into the Vendor List.

Update Vendor List

Enter information about items to be purchased and sold into Item List:1. Service items2. Inventory items3. Non-inventory items

Update Item List

Different ways to update lists after setup include:1. Use Lists menu > Add/Edit Multiple List

Entries2. Use Customer Center > Customer List3. Use Vendor Center > Vendor List4. Use Item List > New Item

Update Lists