Accounting
Setup Wizard
The Accounting Setup Wizard — pick a chart-of-accounts template, preview the accounts, and create them in three steps.
Accounting → Settings → Setup Wizard guides a new company through initial accounting setup — mainly, standing up a chart of accounts from a template. It runs in three steps.
Steps
- Select Template — "Choose a chart of accounts template."
- Preview — "Review the accounts that will be created." A table lists each account's Code, Account Name, and Type.
- Confirm — "Create your chart of accounts." A Summary shows the Selected Template and the number of Accounts to Create.
Replacing an existing chart
If a chart of accounts already exists, the wizard notes it ("Chart of accounts already exists") and offers Replace existing COA — guarded by a Warning, since it overwrites what's there.
For tenants on QuickBooks-only accounting (QBO Only), a GL info banner appears at the top of the page.