Setup of your Accounting business is unchanged from the current live version, simply follow the steps:
Set the business name, and business type
A UK address
Choose the desired VAT setup for your testing
Once you have your business ready, you can use the csv files available:
You can import the files by accessing the
Contacts menu, and then the appropriate contact type (
Supplier). Hover over the option on the right
New Customer and a further option for
Import Customer will appear.
As some of these contacts are foreign currency, if you are using Accounting Plus we will also need to enable foreign currency transactions via the
Settings menu and
Tick the box, and choose
Now that we have the business set up correctly, we next need to register your application for use in this environment.