The Sign-Up process

Following are the set up steps.  Click on each item in sequence and fill in as much info as you can.  If there are fields that you are not sure about, you can come back to these screens later on and complete any fields you left blank. 

• Set up Company Info - Set up company info such as name and address. 
• Set Up Users - If you have an accountant or external bookkeeper that you want to have access to your books, remember to set up a user account for them also.  Tip - you should keep a list of the User Id's and passwords in case someone  forgets what their user id or password is.