accpac simply accounting 9.0 用户手册

Part 1:  Setting Up 

11–2    Simply Accounting 

 

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Simply Accounting is set up to accept historical transactions and 
current day-to-day transactions concurrently; you do not have to 
enter all the historical information before entering new 
transactions.  

You can add all or most of your historical information before you 
start using Simply Accounting for normal business, or you can 
add it as time allows. You can add entire lists of vendors, 
customers, or employees, or add each of them “on the fly” as you 
happen to be entering a purchase, sale, or paycheque.  

 

After you finish entering historical information, you set up 
Simply Accounting to accept only new transactions, using the  
Finish Entering History command described at the end of this 
chapter.  

 

Follow the steps in this section to add information about your 
accounts, vendors, customers, employees, inventory and service 
items, and projects, and any related transactions and balances. 

Remember to back up your data frequently! (Choose Backup on 
the File menu or toolbar.) In case of a power failure or damage to 
your data, you can restore a backup. Refer to “Backing Up Your 
Company’s Information” in Chapter 19 for more about backing 
up and restoring data.  

Follow the steps below to add the opening balance for each 
account.  

1.  Add account records, as described under “Add or Change 

Accounts” in Chapter 2.  

† Decide when to add 
† Add history 
† Finish entering history 

5 Decide when to add 
† Add history 
† Finish entering history