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

2. Client Company Setup
SetupReferenceGuide Part Two

Download Part 2 - Client Company Setup Checklist

3. Using Accounts Payable
SetupReferenceGuide Part Three

Download Part 3 - Using AP

4. Using Accounts Receivable
SetupReferenceGuide Part Four

Download Part 4 - Using AR

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