After creating your company file, the Easy Setup Assistant walks you through configuring AccountEdge for your business. It covers the key settings for five areas — Customize, Accounts, Sales, Purchases, and Payroll — so everything is ready before you start entering transactions.
The Easy Setup Assistant launches automatically after completing the New Company File Assistant. You can also access it anytime by going to Setup > Easy Setup Assistant from the top menu bar.
Note: You don't need to complete the assistant all at once. You can come back to any section later. But spending a few minutes on it now will save you time down the road.
There are 5 sections, each with its own detailed article:
Customize — Data entry, record selection, multiple currencies, reminders, aging, and view options
Accounts — Accounts list, opening balances
Sales — Layout, selling details, sales tax, payment info, linked accounts, customer cards, historical sales
Purchases — Layout, buying details, sales tax, payment info, linked accounts, vendor cards, historical purchases
Payroll — Tax tables, payroll year, payroll info, linked accounts, payroll categories, employee cards, timesheets
For additional settings beyond the Easy Setup Assistant — such as audit trail tracking and transaction security — see the Make AccountEdge Yours section.