The Easy Setup Assistant will launch automatically after completing the New Company File Assistant, or you can access this by going to Setup on the top menu bar and selecting Easy Setup Assistant from the drop-down.

TIP: You don't need to set these preferences now, but we strongly recommend that you do. Spending a few minutes choosing your key preferences in AccountEdge now will save you hours later.

Customize

The Customize Easy Setup Assistant will help you personalize AccountEdge. Click Next when you are ready to start.

Data Entry

In this step, choose which of the data entry options you want to use.

You can enable AccountEdge Easy-Fill (auto-fill) for your accounts, items, or cards when you start typing in specific fields.

Expandable Data Entry will help display long item descriptions on sales and purchases.

Use your ‘tab key’ to move around from field to field for easier data entry.

Record Selection

Choose how you want to select accounts, items, and cards by their name or number (or ID, for contact cards).

Multiple Currencies

If you select this option, you will be able to record sales, purchases, and other transactions in foreign currencies, and track your gains and losses on the exchange rate. You can enter and edit rates as often as you need to.

Note: Once you turn multi-currency “on” and start recording transactions, you cannot turn it off. You should not select this option if you conduct all your business in your local currency.

Reminders

The Reminder Log is where you can view notes, transactions, and reminders. You can tell AccountEdge to automatically create a log entry each time you record a sale, purchase, or banking transaction. The log entry contains basic information about the transaction, such as the invoice number, check number, and the amount.

Selecting these options will enable you to view a record of the transactions you make and the log entries you create in one window; however, your company file’s size can increase significantly over time if you record a high volume of transactions.

Aging Options

You can choose how you would like to age customers' and vendors' account balances. You can choose to use daily aging periods (e.g., 30-60-90 days) or monthly aging periods (e.g., January, February, etc.).

The selection you make here will affect the way information is displayed in your Analyze Receivables and Analyze Payables windows, on statements, and on the following reports: Aged Receivables, Aged Payables, Receivables Reconciliation, and Payables Reconciliation.

If you don’t track aging periods on your transactions, set up the 30-60-90 day aging period by default, just in case.

View Options

The To Do list displays recurring transactions, which items need ordering, which payments are due, and any reminders you may have set for a specific date. Select this option if you want the To Do List to display when you launch AccountEdge.