1. Set up your company information in accounting system

2. Customize chart of accounts depending on your company industry and your preference

3. List your products and/or services and enter it to your accounting system and connect to with appropriate chart of accounts.

4. Customize invoices, sales receipts and estimates form if you wanted to send copies to your customers.

5. Set up sales tax if your company is subject to it.

6. Import your customers list information with necessary information in compliance with tax regulation

7. Import your vendors list information that conforms with withholding tax regulations.

8. Import your bank, credit card and payment gateways transactions, if any

9. Run a complete accounting (revenue, collection, expenses and payment) process of recording to test setups.

10. Setup classes or categories for the benefit of reporting.

11. Run your standard financial reports after entering a few transactions as a test on report generation.

12. Customize reports depending on your needs and preference.