Getting Started & Setup
Initial setup, account configuration, and importing your data
15 articles
- Getting Started with Patriot Accounting
- Transfer Your Accounting Data
- Which Accounting Basis Should I Use?
- Setting Up Your Chart of Accounts
- How to Import Trial Balances
- How to Edit,Void, or Delete Beginning Balances
- How to Import Customers Into Accounting
- How to Import Vendors in Accounting
- Transaction Settings
- How to Import Your Chart of Accounts
- How to Close or Adjust Your Accounting Period
- Adding Your Company Tax ID Information in the Accounting Software
- How to Reset Your Account and Start Over
- How to Add and Manage Products and Services
- Managing Departments in Accounting