Accounting Setup Tasks

Just getting started with Accounting? Use the following guides to quick start your setup process with Payment Terms, Taxes, and Methods of Payment!

Please click a topic below to be brought to the associated tutorial.

1. Set Opening Balances
2. Add or Edit Payment Terms
3. Enable Sales Taxes
   • Create a Sales Tax Profile 
   • Set Sales Taxes
   • Apply Tax Profiles to Customers
   • Apply Tax Profiles to Products

Additional Tasks

1. Credit Card Payment Setup
   • Add Card Details to a Customer
   • Process Credit Cards
   • Bulk Process Credit Cards
2. Create  Employee
   
   • Set Employee as Salesperson 
   • Set Employee Commission
3. Statement Styles
   • Set Default Statement Style
   • Set Invoice and Statement Delivery Methods