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New Company Setup

  1. Select Industry (for Chart of Accounts, other defaults)
    1. Drop-down with categorized industries supported
  2. Do you have employees or contractors?
    1. Checkbox: "Employees (W-2)"
    2. Checkbox: "Contractors (1099)"
  3. Default Locale (Language, optional Region)
  4. Default Currency
  5. Default Time Zone
  6. Company Information
    1. Company Name
    2. Primary Email Address
    3. Primary Phone Number
    4. Primary Mailing Address
  7. Create (and make active)
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