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Quick Start Guide - Create Account
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Your first step in using BIG4books.com is to create an account for your organization by
clicking on the
CREATE ACCOUNT button at the top top of BIG4books.com Home Page
A screen similar to the following will appear:
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Please select the Bronze, Silver or Gold service option 'Use it Free' or 'Free Trial' button.
On the next screen, shown below, fill out the User Info and click 'Continue'.
The 'username' will be the login username for your first 'user', and must be unique across the BIG4books.com user base.
The system will let you know if you choose a username that is already in use.
The 'email' address must be your valid email address, as it will be used to communication a randomly generated
password so you can login. In addition, the email address will be used to send messages to the administrator when your account
is changed.
Note that Two logins will be created for you, one for your first 'user' and one for your 'administrator'. The administrator
username will be the value entered on the form for Username with the letters 'admin' appended.
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On the next screen, shown below, please fill in the form entries for your Organization.
In this section you should select a Chart of Accounts in the 'Chart' drop down menu that seems closest to your organization type.
In the United States this will be one of 'US_Service_Company', 'US_Manufacturing', or 'US_General'. Later on,
you will be able to adjust the initial Chart of Accounts to suit your needs.
The remaining organization information is for your reference only on generated reports, etc. but is not used in any other
way by the system.
Note that if you are not in the United States, and so your address does not have a 'State', choose the first state entry in the
drop down selector which is a blank. You may enter, for example, your canadian Province in the province field. In general, your
address information is not used other than when printed on reports, invoices, etc. so you may use the fields as you like.
Click Continue to proceed
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| After entering your Organization information and clicking Continue, a Confirmation screen, show below, provides a final chance for
you to double check your entered information. Use the browser back arrow to go back and correct any mistakes. When you are
sure the information is correct, click Confirm |
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| After clicking Confirm, your BIG4books.com account will be created. You should recieve a final status screen as show below. |
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| If an error occurs during creation of your account, an error message will be displayed, and you should go back
and correct the relevant problem in the original form, then re-submit. When your account is created, you will receive
an email message containing the login information for both the administrator and the first user. |
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