Using Accounting Software

6. Getting Started

If you are using software for the first time, or are radically upgrading your system, you will have to change how you do things.

Allow time to learn the system properly. Trial and error could be very expensive.

6.1 You will need help to get a system up and running.

• Having a system compatible with your accountant's can make it easier to prepare figures.You may want to adopt the one your accountant uses, for ease in preparing year-end figures. Check it supplies the information you need too.
• Your accountant can provide you with a 'trial balance' to get started. The best time to implement a system is usually at the beginning of a new accounting period.
• You need to decide who has access to the system, and how you will maintain security.

6.2 Learning a new system takes time. Check the vendor can provide adequate support and training for you and your employees.

• How much training will you need to get up and running?
• Different personnel will need different levels of training.