Getting Started with AccountEdge
Step One: Installation
This support article explains how to install the different versions of AccountEdge.
Step Two: Create or Upgrade Company File
After installing the software the next step for new users is to Create a Company File. Users who have files from previous versions of the software can instead look at Upgrading a Company File.
Step Three: Create or Import Chart of Accounts
After creating your company file the next step is Creating or Importing your Chart of Accounts.
Step Four: Create Sales Tax Codes
After setting up your chart of accounts you want to Set Up Tax Codes before moving on to creating or importing cards.
Step Five: Create or Import Cards
After your Chart of Accounts is set up you can move on to Creating Cards.
[Optional] Step Six: Create or Import Items
With your Chart of Accounts and Cards setup you can move on to Create Items.
[Optional] Step Seven: Entering Your Inventory Opening Balance
If you track inventory and already have inventory you can Enter Your Inventory Opening Balances.
You've finished the basic setup necessary for using AccountEdge. You can continue on to Entering Transactions.