Tutorial on OneStep Accounting 4.0
OneStep Accounting 4.0 is an accounting and business management program developed and distributed by Enable Computing. The design of OneStep Accounting is for small- and medium-sized businesses. The license for the standard edition is free. OneStep Accounting allows businesses to design graphical reports, record full sales, facilitate purchase processes and customize reports to help manage their day-to-day operations.
Other People Are Reading
Instructions
-
-
1
Click on "Start," "All Programs," "OneStep Accounting" and select "OneStep Accounting" again to open the program.
-
2
Type in the business or accounting year start date in the initial screen and click "Next." A wizard starts when you initially open the program to set up some of your company's details. Select a time you want the program to do conversion and click on "Next." If you import previous records from another software application, select the location in the next screen and click on "Next." Enter in the opening balances for your accounts, including general ledger, vendor, items and customer accounts, in the final window.
-
-
3
Click on "File" and select "New Company" to create a new company profile. Enter in the location where you want to save all the records for your company in the "New Company" dialog box and click on "OK." Click on "Admin" and select "Company" to enter in your company's name, address, shipping address and tax ID number.
-
4
Click on "Admin" and select "Employee" to enter in details for an employee. The "Employees" window opens. Click on the "New" button at the bottom of the screen and enter in the employee's name, initials, phone number and active status. Click "OK" to finish adding the employee. Click on the "New" button again until you finish adding all of your employees.
-
5
Click on "Admin" and select "Terms" to enter in your company's credit terms. The "Terms" window opens. Click on the "New" button at the bottom of the screen. Enter the name of the payment or credit term, the description and the type. Click on "OK." Click on "New" again to add other credit terms.
-
6
Click on "GL" and select "General Ledger" to add your general ledger accounts, such as Assets, Liabilities, Income and Equity. Click on "New" at the bottom of the "General Ledger" window and enter in the name, description, type and other account details. Click "OK." Click on "New" again until you add all of your general ledger accounts.
-
7
Click on "Admin" and select "Payment Methods" to set up the payment methods your company will accept. Click on the "New" button at the bottom of the "Payment Methods" window. Enter in the name, description and posting account for the payment method and click "OK." Repeat this step to add all of your payment methods.
-
8
Click on "Item" and select "Items" to add your products and services. Click on "New" at the bottom of the "Items" window. Enter in the name, type, description, sales price, cost prices, taxable status, vendor and category for the item and click "OK." Repeat this step for all of the products and services that your company offers.
-
9
Click on "Purchase" and select "Vendors" to add your vendors. Click on "New" at the bottom of the "Vendors" window. Enter in the information for the vendor, including name, address, contact person and phone number. Follow on-screen prompts to add memo and custom fields to the other tabs on the "Add Vendor" window. Click "OK" when you finish adding the vendor and repeat the process to add other vendors.
-
1
