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You can start recording transactions right away, but it's a good idea to review the setup of the functional areas you're going to use, and to enter some historical information.
Want your accountant or bookkeeper to finish setting up your company file for you? Invite them to access your file.
AccountRight has an Easy Setup Assistant that can help you get set up (the options available will depend on the product you're using).
Open the assistant from the Setup menu.
Here's a summary of what you can do in the Easy Setup Assistant:
Set up preferencesThe contact logMonthly ageing of invoicesSee what's on your To Do listSet up user access
Set up accountsEnter account opening balancesAbout accounts
Set up salesSales and purchases informationEntering pre-conversion depositsEnter historical informationCredit termsAdd a customerSetting up tax codes (Australia)Setting up GST codes (New Zealand)Set up inventory items
Set up purchasesSales and purchases information Add a supplierEnter historical informationSetting up tax codes (Australia)Setting up GST codes (New Zealand)
Set up payrollWhat are linked accounts?Payroll categoriesAdd an employeeEnter employee payroll informationEnter historical information Timesheets
Other things you can set up
There are a few other things you might want to set up now that the Easy Setup Assistant doesn't cover, like:
Enter historical information
Learning about AccountRight
Upgrade to the new AccountRight
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