Getting Started with Patriot Accounting
Congratulations on becoming a Patriot Accounting customer! Your accounting software setup process will be easier if you gather your information ahead of time. Watch this video to see how to set up your Accounting with Patriot.
Be sure to check out our help resource, Get the Most Out of Your Patriot Accounting Software
Get Started with the Set Up Checklist
On the Accounting Home page, click “Launch Setup Checklist” to begin.
You’ll see two options to help you get started:
- A guided tour
Or - Click the links in the setup checklist to complete setup on your own.
You can return to this checklist anytime from the Accounting Home page—as long as you don’t click the “X” to dismiss it.
Customize Your Chart of Accounts
Clicking the Chart of Accounts link will open the preset charts in the Chart of Accounts. You can find your chart of accounts at any time:
- Go to Settings> Accounting Settings> Chart of Accounts.
- You can delete or add accounts as needed. You can also import your chart of accounts with a CSV. For more information, please read, “Setting up your Chart of Accounts”
Record Payroll Runs
If you are a previous payroll customer and add the accounting software, you will want to indicate if you want payrolls to be integrated in the accounting software or not. If choosing integration, you’ll need to choose the accounts applicable for payroll. Read more on our help article, “How to Integrate Payroll with Patriot Accounting.:
- Integrations can be managed on Settings > Payroll > Payroll Integration Options > Accounting tab.
Transfer Accounting Data
If you are coming from another software, you will have the opportunity to import your accounting data. Read our help article, “Transfer Your Accounting Data,” for more information.
Import Income and Expenses
You can choose to import your banking activity by connecting your bank account with Plaid or uploading a spreadsheet. Learn more on our help article, “Connecting Your Bank Account or Credit Card for Accounting Journal Entries, or “Manually Importing Bank Transactions.”
Accept Online Customer Payments
If you are invoicing customers, you can accept online credit cards or ACH payments through our third party partner Stripe. Learn more about Stripe on our help article, “Accepting Credit Card Payments on Customer Invoices,”and “FAQs About Stripe.”
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