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If you have never set up a new accounting system, you can invite your financial advisor, like your bookkeeper or accountant, to help you if you need it. To give them access to your account, set them up as users and send them their login information. |
WorkingPoint was designed to get you up and running in no time at all.
If you are a new business with no data, you can pretty much get to work right away; just complete the first two steps below and start creating new records on the fly.
If you have data you want to transfer into your new WorkingPoint account, we recommend that you complete the steps below (in numbered order) to get your account up and running quickly and efficiently.
To start, click the topic name for Step #1: Configure your Settings, complete the tasks for that step, and then look for Your Getting Started Next Step at the bottom of the page to see where to go to next. Each step will include a link to your Next Step.
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If you have never set up a new accounting system, you can invite your financial advisor, like your bookkeeper or accountant, to help you if you need it. To give them access to your account, set them up as users and send them their login information. |
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Once you have access to your account, you will automatically be directed to Settings where you can complete your account information. |
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Create & share your Company Profile Join the WorkingPoint community and get connected with other WorkingPoint users and the rest of the online world by creating and sharing your company profile online. |
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Import your Contacts List from your email address book Use our import tool to bring in your contacts from email address books, like Gmail, Yahoo! Mail, Outlook and Outlook Express and Apple address book. (Skip this step if you prefer to create new contacts on the fly.) |
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Review and modify your Accounts List (Skip this step if you want to use the default Accounts List as is and you don't have items to import that rely on new accounts.) |
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Enter previous system account balances (Skip this step if you don't have any account balances to bring over from another system.) |
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(Skip this step if you prefer to create new items on the fly and you did not enter a beginning balance for inventory in step 5.) |
