After you plan your accounting system and gather the information you need, you are ready to create your new organization.

There are some minimum setup requirements you need to complete before you begin to work in the system. If you do not meet these minimum requirements, the system will not function properly, and you might see errors when you attempt to post. We do not intend this as a complete reference of the minimum setup requirements, and you might need to perform additional setup tasks before your organization is prepared to meet all your accounting needs. Refer to the setup section in the user’s guide for each module for additional information.

In each module, there is certain information you need to enter before you can begin to use the software. The following list includes some of the things you need to define in each module.

Accounts Receivable

Bank Reconciliation

General Ledger

Inventory

Job Cost

Payroll

Purchase Order

Sales

You might want to set up a practice organization, or use the demonstration data to test posting or perform other tasks to verify the software will perform the way you need and expect. This will give you an opportunity to be sure you have everything in place when you set up your organization.