Simply Accounting– Setup & Understanding

Simply Windows Interface

• The Home Screen
• Moving around Simply Accounting
• Using Simply Help
• Moving in Dialogue Boxes – The Tab Key
• Working in a Ledger Window

Which ledgers do you need?

Creating a New Company’s Books  

• Information Needed to Get Started   
• New Company Setup Wizard
• Not Finish History State

Setting Up the Chart of Accounts

• Account Number Structure    
• Understanding Account Types
• Verifying your Account Structure      
• Subgroup vs Group Accounts
• Changing the GL Chart of Accounts
• Viewing & Printing the Chart of Accounts

Working with Linked Accounts

• Introducing Linked Accounts
• Modifying Linked Accounts
• Principal Bank Accounts
• Removing Linked Accounts
• Which Linked Accounts can be Deleted

Saving Data and Exiting the Program

• Saving Your Data
• Exiting Simply Accounting

Using the Subsidiary Ledgers

• Understanding Subsidiary Ledgers    
• Adding a Customer    
• Adding a Vendor
• Adding Employees