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TRANSCRIPT
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