accpac simply accounting 9.0 Benutzerhandbuch
Chapter 2: Setting Up Accounts
User Guide 2–1
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Setting Up
Accounts
Setting Up
Accounts
What You Need to Do
From the templates that come with Simply Accounting,
choose a typical set of accounts for your business.
choose a typical set of accounts for your business.
Add, change, or remove accounts.
Set up bank accounts.
Set up linked accounts to update all related records
automatically when you process a transaction.
automatically when you process a transaction.
Set up accounts for reconciliation so you can quickly
compare your bank and credit-card statements to your
Simply Accounting records.
compare your bank and credit-card statements to your
Simply Accounting records.
Check your chart of accounts.
Choose a Typical Set of Accounts for Your Business
Simply Accounting comes with predefined sets of accounts for
many different types of companies. Adapting one of these
“company templates” is much easier and faster than starting
from scratch and typing in all your accounts one at a time.
many different types of companies. Adapting one of these
“company templates” is much easier and faster than starting
from scratch and typing in all your accounts one at a time.
If you have completed the Setup wizard as described in the Quick
Start manual, you may already have chosen a set of accounts. If
not, follow the steps in this section.
Start manual, you may already have chosen a set of accounts. If
not, follow the steps in this section.
To choose a company template:
1. In the Home window, on the File menu, choose New
Company.