When you first signed up with TreezSoft cloud accounting software, you will need to setup your company account in our system. This is a one-off step.
After setting up the company for your account, you will be brought into TreezSoft accounting software page.
A pop-up page will be shown to guide you through step by step in setting up your opening balances and all your accounting records in TreezSoft.
1. You can always click on the Dashboard tab to refer back to this guide while setting up your account.
2. Click on each column to complete them (e.g. Complete your Company Profile).
3. Click on the hyperlink drop down from the column you've chose (Go to Company Profile) and you will be led to the page to complete your setting.
4. Click on Okay only when you've finished setting up your account by completing all the steps in the pop-up box or when you truly know how to set up your account.
*Note: After clicking on OK, you will not see this pop-up box anymore.)
After completing all the steps in the pop-up box, your account is ready for use. You can start enjoying the ease in accounting through our software.
You can read more on setting up account in TreezSoft by visiting these links:
TreezSoft is a cloud accounting software for Small and Medium-sized Enterprises (SMEs). It allows you to access your financial information anytime, anywhere. It also allows you to have unlimited users for FREE for your account in TreezSoft. Our aim is to help reduce our clients' time spent on accounting mainly by using our automated processes and integration to help increase their company effeciency at a minimum costs. SMEs can use TreezSoft to keep track their expenses, accounts, daily operation e.g. Point of Sales (namely QPOS) system and etc.
Visit TreezSoft at http://www.treezsoft.com/ to sign up for a 30 days trial account with us!
You can also email us at [email protected] for more enquiries.