Getting Started Smoothly: Onboarding, Migration, and Training
Archive duplicates, standardize vendor names, and fix uncategorized transactions before migrating. Clean data helps top small business accounting software shine, preventing messy reports later and making your first month in the new system feel remarkably calm.
Getting Started Smoothly: Onboarding, Migration, and Training
Use a concise, meaningful chart of accounts that reflects how your business actually operates. Group revenue and expense lines logically, then test reports to ensure they answer real decisions, from pricing questions to seasonal hiring and marketing plans.