Which Entry Item

In Which Menu

Special Instructions

1. Chart of Accounts Entry

Chart of Accounts

Get a copy of your Chart of Accounts from your Accountant. There are two kinds of Account Numbers - Headers and Regular. A Header is considered a "parent" account and may have many "children". You may get a total for all "children" under the "parent" or individual amounts.

2. Set up Account Format

Chart of Accounts

View or print a copy of the Account Format to be sure you have entered the Accounts properly.

3. Financial Report Setup

Financial Reports

This is where you set up how you want your Balance Sheet and Income & Expense Reports to look. Financial Reports are organized by your Chart of Accounts, be sure it is complete.

4. Budgets Entry

Chart of Accounts

Although this is an optional setting, it can be very useful for projecting and confirming expenses. You may view Actual vs. Budgets amounts per month.

5. Recurring Journal Entries Set Up

Recurring Journal Entries

A Recurring Journal Entry is a Journal Entry that you need to create every month. Create it once here and just copy it to Journal Entries when needed.