- In the Home window,
from the File menu, choose New Company.
- If you are converting from QuickBooks® 2006 or 2007:
- Select the QuickBooks file conversion option and click Next.
- Click Finish to close the New Company Setup Wizard and open the QuickBooks-to-Sage Simply Accounting Conversion Wizard.
- Follow the directions in the Conversion Wizard to create your Sage Simply Accounting company.
- Enter your company's legal name and address information. Note that the province you select is used to determine the default number and type of sales tax accounts.
- Enter your company's fiscal year start and end dates, and the earliest date you will allow Sage Simply Accounting to process transactions for this fiscal year.
- In the List of
Accounts step, select a method
for creating your list of accounts and click Next.
- Follow the steps
in the method you chose to create your list of accounts.
If your list of accounts is based
on your business type
- Select your
ownership structure,
and your company business
and industry types from the lists, and then click Next.
- To view the
accounts Sage Simply Accounting will create, click View
List of Accounts.
- To expand or change the range of your account classes, click
Account Ranges. (Premium)
If your list of accounts is based
on an exported file
- Select the
program from which the file
was exported, and click Next
- Select your
industry type from the list, and click Next.
- Type the name
and location of the exported file(s),
or click Browse to navigate to the file,
and click Next.
If you are going to manually
build your accounts after the company has been created
Select your industry type from the list, and click
Next.
- In the File Name
step, type the name and location of your company file, or click Browse to navigate to a location. Click Next.
- Click Finish.
