When you first create an account, you will be taken to the Company Setup Wizard after you enter the basic bookkeeping company information.

If you have already created an account, you will be taken to the User Console after signing in. On this screen, select the "Create New Company" link to be taken to the Company Setup Wizard.

The Wizard will guide you through entering the setup information for your company. All required information is in red. Please note that some information cannot be changed once it has been entered.