First week with EZMunny

1. Day one

1. 1Open Settings (last tab on the left) and enter your business name, address and your default sales tax rate.
2. 2Open Attach your logo and upload your logo so invoices, checks and receipts look like yours. If your logo already has your business name in it, tick "Hide my business name when my logo is shown" on that page and your invoices, receipts and pay stubs will show the logo only. Your name always stays on tax forms.
3. 3Make your paperwork your own: Settings → Customize your invoices, receipts and pay stubs. Change the headings, pick a colour, type your address and phone, choose which details print, and add messages at the bottom. Pay stubs can show or hide the pay period, payment method and time-off balances. A live sample updates as you work; click Save my design when it looks right. Gift cards have their own Customize your own gift cards tab under Gift Cards & Coupons.
4. 4Open Bank Accounts and add each account with today's balance.

2. Day two

1. 1Add your customers on the Customer list page, or import them.
2. 2Add what you sell on the Products & Inventory page, with cost, price, stock count and barcode.
3. 3Coming from QuickBooks? Use Import from QuickBooks and follow the import guide instead of typing. Coming from Quicken? The bank history moves over with the "Bring in your bank history from Quicken" instruction sheet.
4. 4Made a mess of an import? Settings → Start over with a clean company, type WIPE, and every record is erased so you can import again from zero — your login, name and logo stay.

3. The rest of the week

1. 1Send your first invoice, or ring up your first sale at Point of Sale.
2. 2Add your workers on the Payroll page if you pay anyone, and check the Tax due tab.
3. 3Import last month's bank file and run Auto reconcile so your starting point is exact.
4. 4Open At a Glance each morning — it is your home screen for money in, money owed and anything due.
5. 5Ask the AI Accountant "how are we doing?" to see it all come together.

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