Quick Start Guide
We know you're excited about starting to use easyACCOUNTING right away -- we've designed this quick start guide to help you do this quickly and easily.
Step 1 - Getting Up and Running
- Open the on-line easyACCOUNTING user's guide by clicking the "User's guide" button on the bottom of the "Home" menu:
the guide and many other resources are also available from the yellow "Help" button in the upper-left:
- Read chapters 1 "Introduction" and 2 "Getting Started".
- Visit the support section of our website and familiarize yourself with the support resources available to you 24 hours a day:
- Using the steps covered in chapter 3 "Options & Settings", adjust the settings for your company.
- If you wish to enter your contacts (other brokers, lawyers, suppliers, etc.) now, follow the steps in chapter 4 "Contacts", otherwise you can enter them on the fly.
- Follow chapter 5 "Associate Profiles" to set up your associates:
- administrative employees
- employed agents
- independent contractor agents
Step 2 - Opening Entries (data migration)
You do not need to do this right away – you can begin entering new business immediately, and take care of the old information whenever you are ready.
Select the best description of your company from A or B or C:
- A – Brand new company with no data
In all likelihood, the only entry you will need to make is the general ledger entry to record the owner's equity and possibly a loan. Since you have no historical information to be concerned with, the steps in chapter 6 "Opening Entries" do not apply to you. Your opening general ledger journal entry will look something like this:
| ||Account|| ||Debit||Credit|
| ||102 ||General Bank Account ||50,000|| |
| ||201 ||Bank Loan || ||5,000|
| ||258||Loans from Directors || ||20,000|
| ||301 ||Shares Issued – Common || ||25,000|
- B – Relatively new company with minimal existing data
You will need to re-enter every transaction that has transpired -- since every transaction will be treated as a new transaction, the steps in chapter 6 "Opening Entries" do not apply to you.
When entering historic transactions, double-check that the transaction dates match your original entries because the dates will default to today's date.
When printing historic cheques, print onto plain paper and use the same cheque number & date as the original cheque.
- C – Established company with existing data
Follow the steps outlined in chapter 6 "Opening Entries". You do not need to make any opening entries before starting your day-to-day business – you may do some now, and others later.
Step 3 - Day-to-Day Business
- Continue reading the remaining chapters in any order and begin entering new transactions.
- Check with our website periodically for updates.
Need help or have a question?
We're here for you! If you have any questions or need help, simply use the support request form next to the man waving a question mark sign on the easyACCOUNTING support page and one of our product support experts will be pleased to assist.