Core Accounting Setup Checklist

  1. Install Accounting Seed Financial Suite into your production environment.
  2. Assign AS licenses to you users.
  3. Design and enter your chart of accounts
  4. Setup Logos for Billing and Customer Statement Formats
  5. Review Accounting Settings
  6. Setup Customers and Vendors
  7. Setup Products (Optional step) 
  8. Setup Accounting Periods (Only relevant if you are on a Fiscal Year)
  9. Connect to Stripe - Create a Stripe account from AS or link your existing Stripe account. 
  10. Setup Bank Direct Connect for bank and credit card accounts
  11. Migrate opening trial balance, unpaid customer and vendor invoices. 

Accounting + Projects Setup Checklist

  1. Install Accounting Seed Financial Suite into your production environment.
  2. Assign AS licenses to you users.
  3. Design and enter your chart of accounts
  4. Setup Logos for Billing and Customer Statement Formats
  5. Review Accounting Settings
  6. Setup Customers and Vendors
  7. Setup Products (Optional step) 
  8. Setup Template Projects
  9. Setup employee billing rates
  10. Setup Accounting Periods (Only relevant if you are on a Fiscal Year)
  11. Connect to Stripe - Create a Stripe account from AS or link your existing Stripe account. 
  12. Setup Bank Direct Connect for bank and credit card accounts
  13. Migrate opening trial balance, unpaid customer and vendor invoices. 

Accounting + Orders Setup Checklist

  1. Install Accounting Seed Financial Suite into your production environment.
  2. Assign AS licenses to you users.
  3. Design and enter your chart of accounts
  4. Setup Logos for Billing, Customer Statement Formats, Purchase Order and Packing Slip
  5. Review Accounting Settings
  6. Setup Customers and Vendors
  7. Setup Products
  8. Setup warehouses
  9. Setup Accounting Periods (Only relevant if you are on a Fiscal Year)
  10. Connect to Stripe - Create a Stripe account from AS or link your existing Stripe account. 
  11. Setup Bank Direct Connect for bank and credit card accounts
  12. Migrate opening trial balance, unpaid customer and vendor invoices. 

Full Product Setup Checklist

  1. Install Accounting Seed Financial Suite into your production environment.
  2. Assign AS licenses to you users.
  3. Design and enter your chart of accounts
  4. Setup Logos for Billing, Customer Statement Formats, Purchase Order and Packing Slip
  5. Review Accounting Settings
  6. Setup Customers and Vendors
  7. Setup Products (Optional step) 
  8. Setup warehouses
  9. Setup Template Projects
  10. Setup employee billing rates
  11. Setup Accounting Periods (Only relevant if you are on a Fiscal Year)
  12. Connect to Stripe - Create a Stripe account from AS or link your existing Stripe account. 
  13. Setup Bank Direct Connect for bank and credit card accounts
  14. Migrate opening trial balance, unpaid customer and vendor invoices. 
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3 Comments

  • 0
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    William Andrews

    Love this checklist! I would recommend adding links into the individual steps though to make it easier to find content related to each step.

  • 0
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    Ryan Faulkingham

    Great suggestion, William. I will look into this. 

    Also, an Accounting Seed product consultant can help with this during the onboarding process as part of the purchased onboarding package. 

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    Anna Anderson

    I believe the "Financial Suite Page Layout Changes" should be mentioned here as well or at least listed as a related item.  It would have simplifed our original installation and now we need it to make some changes due to a new record type being added to accounts.

     

    Edited by Anna Anderson

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