First week with EZMunny

1. Day one

1. 1Open Settings and enter your business name, address and sales tax rate.
2. 2Open Attach your logo and upload your logo so invoices and checks look like yours.
3. 3Open 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 page, with cost, price and barcode.
3. 3Coming from QuickBooks or Quicken? Use Import from QuickBooks and follow the import guide instead of typing.

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.
3. 3Import last month's bank file and run Auto reconcile so your starting point is exact.
4. 4Ask the AI Accountant "how are we doing?" to see it all come together.

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