How to setup your system
To setup quickly, review ALL of the steps before you begin as you’ll definitely need to make some key decisions and do some preparation. You MUST follow the steps in the order listed.
- output tax – a tax collected by the vendor on sales i.e. Sales Tax
- input/output tax – where a tax is collected on sales and claimed as an allowance on purchases i.e VAT
For more information see Wikipedia – Goods & Services Tax
To set up for your local regulatory requirements see:
For other countries see:
How to setup Tax Codes (Tax Codes represent names and associated rates of Tax set by specific Tax Authorities.)
How to setup Tax Groups (Tax Groups aggregate the rates of a group of Tax Codes in a single rate)
Default Tax Codes can be assigned to Customers, Suppliers and Items at the time of import.
Items can be imported into the app via spreadsheet templates. These spreadsheets can be found under Setup>Import Data in the app. You can continually update your Item List using this method. For example you can change the prices, costs or even add new Items to the import sheet. When you import the new sheet it will only make changes to the Items you changed.
See the folowing article:
You can import Customer data into the app using spreadsheets. These spreadsheets can be found under Setup>Import Data in the app. You can continually refresh your Item List using this method. Subsequent imports will only make changes where there is new data or the data has changed.
See this article:
- Simple – where you can configure a single from address to send email from the app. i.e. send an Invoice from a Customer record.
- Integrated – works like the mail on your smart phone – you can send and receive mails directly from a Customer or Supplier record, but unlike the Simple mode you have visibility of the outgoing and incoming email threads by contact by mailbox. For example you might have a @Sales mailbox and on a Customer record you might have three contacts. You can configure up to six mailboxes which you can share between users using Roles.
How to setup Integrated email ( Contact us)
The Start Date is the day you start entering transactions at the start of their lifecycle into the new system, and the day all subsequent entries into the old system are shadowed (recorded in the new system.
Basically you want to match the closing balances in the chart of accounts of the old system with the opening balances in the respective accounts in the app. Data is manually entered as either opening balances on the individual accounts, by general journals or as specific transactions i.e. a Sales Invoice or a Payment. As you go it’s a good idea to keep notes on the Notes tab on Documents you shadow.