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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 create account in the Main Menu bar
A screen similar to the following will appear:
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Please fill in the form entries for your Organization under 'Organization Information'. 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.
Please fill in the form entries for 'User Information'. 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. The remaining information
is for your reference only and is only used when generating email messages, certain output screens, etc.
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.
Click 'SUBMIT' when you have filled in the form. A Confirmation screen similar to the following will appear: |
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| Click 'CONFIRM' if the form looks correct, or Back-Arrow ( in Browser toolbar ) to go back and correct the form.
When you click CONFIRM, a screen similar to the following should appear: |
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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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