Available to Accounting Basic, Accounting Premium
Getting started with Patriot’s Accounting Software is easy when you have everything you need to enter into the software. For your convenience, you can also download this list to make sure you have everything handy.
Get Started with the Accounting Set Up Checklist
On the Accounting Home page, click “Launch Setup Checklist” to begin. You can return to this checklist anytime from the Accounting Home Page as long as you don’t dismiss the entire list.
Customize Your Chart of Accounts
Clicking the Chart of Accounts link will open the preset charts in the Chart of Accounts. You can upload your chart of accounts now and update your chart of accounts at any time:
Go to Settings> Accounting Settings> Chart of Accounts.
You can delete or add accounts as needed.
For more information, please read, “Setting up your Chart of Accounts”
Record Payroll Runs
If you are a previous payroll customer and add the accounting software, you will want to indicate if you want payrolls to be integrated in the accounting software or not. If choosing integration, you’ll need to choose the accounts applicable for payroll.
Integrations can be managed on Settings > Payroll > Payroll Integration Options > Accounting tab
Read more on our help article, “How to Integrate Payroll with Patriot Accounting:
Transfer Accounting Data
If you are coming from another software, you will have the opportunity to import your accounting data. Read our help article, “Transfer Your Accounting Data,” for more information and a helpful video:
Import a customer list and information – You can import your customers into the software. You can also manually enter your customer information.
Import a vendor list and information – If you have your vendors in a spreadsheet, you’ll be able to import your vendors into the software. You can also add your vendor information manually.
Add product and/or services – Add product or service information, such as a description, default price, and the income account. Check out our help article for more details.
Add sales tax rates – Read our help article on setting up your sales tax rate in the accounting software.
Import a trial balance – You can import your trial balance into the software.
Import Income and Expenses
You can choose to import your banking activity by connecting your bank account with Plaid or uploading a spreadsheet. Learn more on our help articles,
Accept Online Customer Payments
If you are invoicing customers, you can accept online credit cards or ACH payments through our third party partner Stripe.
Learn more about Stripe on our help article, “Accepting Credit Card Payments on Customer Invoices,”and “FAQs About Stripe.”