Client setup order

Set up and define the information you're tracking and processing for your client data.
Here's a recommended order for setting up your client information:
  1. Client templates (optional)
  2. Add client record (client ID, template, client name, state, and services)
  3. Basic client information (identification, address, contact information, industry code, and staff processor and reviewer assignments)
  4. Chart of Accounts mask (account numbering system used by the client)
  5. Chart of Accounts information (account numbering system used by the client)
  6. Journals (collection of adjustments or journal entries)