Starting fresh with accounting software shouldn’t feel like climbing a mountain. That’s why we created a new Accounting Setup Checklist. It’s your guided path to getting up and running quickly while making sure you don’t miss a single step.
Small steps, smarter setup
The checklist breaks setup into simple, bite-sized tasks. You’ll always know what you’ve finished and what’s still on your list, which makes the whole process less stressful and a lot more organized.
Your setup checklist will guide you through:
- Customizing or importing your chart of accounts so it fits your business.
- Setting payroll integration preferences to keep everything connected.
- Transferring over your accounting data like vendors, customers, and trial balances.
- Connecting your bank transactions to make reconciliations faster. (Don’t want to connect a bank account? You can upload your bank transactions too!)
- Setting up Stripe so you can start taking online payments to get paid faster by credit card, ACH, or online payments (Google Wallet or Apple Pay).
And, every task includes a guided tour so you’ll see what to do without second guessing yourself. It’s like having a setup coach right in the software.
Why it matters
Instead of wondering what you’ve done (or what you’ve forgotten), you’ll see your progress at a glance. The checklist breaks everything down into manageable tasks, so you can move at your own pace while still covering all the important bases.
A solid setup now means smoother accounting later. You’ll save time, avoid mistakes, and feel confident that you’re ready to use all the features your software has to offer.