New and improved Setup Wizard guides you through the account setup process - now with even more advanced features!

• Subscription Owners can now add a new user to setup the account! This is especially useful for our Accounting Partners that want their clients to process Setup Wizard. This option is presented on the cover/first page of Setup Wizard.

• Chart of Accounts is now on its own page for better visibility, and you can now add Opening Balances per G/L account by an As of date, if desired. These Opening Balances Debit or Credit the account via one Opening Balance Journal Entry.
  

• New Dashboard page shows your progress - very useful if you need to close Setup Wizard and come back later.
  

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• Add a Help user for our Support Team to be able to access your account for any questions or issues you have. This toggle is on every page of Setup Wizard for ease of enabling anywhere you are at in Setup Wizard!

• Summary page now has the ability to edit any of the previous pages with an “edit” link, then a button that returns you immediately to the Summary page when you are done editing.

• Setup Wizard’s last page now has a ton of information for you! We have added links for all completed Settings to access and add to. You can add users in new Security Settings link. And information and links are now shown for:

• Cloud Tools; Integrations;
  

• Data Import Tool;
  

• Conversion Tool;
  

• and Test Company. 

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• Auto default of Tax Form based on Type of Company.
  

• Name change to Setup Wizard from Startup Wizard (to avoid confusion with our Startup Edition).