HOW TO GET
STARTED DOING YOUR OWN BOOKKEEPING
order a copy of the software
purchase the software
We register the software to identify you as a licensed user to make
it easy for you to access FREE software support if required.
when you print financial reports or send your
bookkeeping information to your accountant, your
GST/HST or USA, FID Number
will identify your company and make it your year-end tax numbers.
After customization, we send you a link to download
you download the software, make a copy and name it.
Do not add any data to the Master as you will be using this to create
your monthly working copy, or copies.
Make a copy of the
"Your Bookkeeping Master"
and name it:
"Your working copy Month-1".
Your January Books, if
January is the first month you will begin entering your software bookkeeping data.
Next, edit the
Business Rules-Setup Page
to add or edit the following:
Business Year end
With that done,
you are now ready to start entering your bookkeeping business
from broker statements
from all other