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Settings
Your business, owners, accounts and categories; where backups go; and a history of every change.
Business
The name on your reports and the day your books start.
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Owners
Who owns the business and, with two owners, how it is shared.
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Accounts
Your bank accounts, cards, cash, and anything you own or owe — each with its starting balance.
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Categories
Income and expense categories. Each one maps to a plain-English tax line for your preparer.
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Backups
Where copies of your business file are saved, and how to go back to one.
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Advanced
Rarely needed. A general adjustment moves an amount between any accounts or categories — for corrections your preparer asks for.
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Change history
Everything that changed in your books, newest first. Nothing is ever lost — deletions are recorded too.