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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.
Use the Easy Setup Assistant to get started
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:
|In this section||You can set up||Learn more|
Set up sales
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:
- Users: Control who can access your company file by setting up user accounts for them, and invite others (like your accountant) to access your online file.
- Inventory items (stock): Whether you want to track the stock you have on hand, or not, you can set up items in AccountRight, to save you time entering details on your invoices.
- AccountRight online services: You can link your bank and credit card accounts to your company file to cut down the amount of data entry you need to do. And there are lots of other time saving features too.