Setting up
Overview
The setup tasks you need to complete depend on the features you want to use and whether your business was operating prior to your conversion month.NOTE: Invite your accountant or bookkeeper to help set up your company file If you want your accountant or bookkeeper to finish setting up your company file, invite them as a company file user and give them online access.
What features do you want to use?
The following table provides some examples of different setup requirements.
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