Setup Reference Guide

The Setup Reference Guide provides step by step instructions on how to get up and running on

The Setup Guide is comprised of four sections that you can easily download:

1. Accountant Console Setup
SetupReferenceGuide Part One Download Part 1 - Accountant Console PDF

2. Client Company Setup
SetupReferenceGuide Part Two Download Part 2 - Client Company Setup PDF

3. Using Accounts Payable
SetupReferenceGuide Part Three Download Part 3 - Using AP PDF

4. Using Accounts Receivable
SetupReferenceGuide Part Four Download Part 4 - Using AR PDF

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