Re: Info for Accountant

[Steve D. <sd...@sw...>]

raa...@ac... wrote:

> I'm meeting with an accountant next week to have her help me set up my
> accounts to use in SQL-Ledger.  Since there are still few accountants out
> there that even know of SL I'm going to try to avoid any confusion by
> meeting at her location and go over what has to be done without the
> distraction of learning SL.
>    What I'd like to know - especially from any accountants on the list -
> is what kind of extra infomation I should take with me to make our job
> simpler and more productive.  She has worked for a BIG company that used
> an inhouse accounting system and works with QuickBooks and I believe
> Peachtree so will probably be thinking in those terms.

Just take the default chart of accounts in (US general chart or default chart in the sql/ directory).  You can strip out everything but the acct. #'s and
descriptions for clarity.  Have her use that as a basis for a custom chart.  You can renumber/reorganize the chart as appropriate for the transactions that you'll
have.  Just put the edits back into the format of the default chart and load it in.

>
>
> Where I'm seeing the most chance for problems is in the account linking
> stuff.  I've seen many posts here about it but I still can't seem to get
> my mind wrapped around it.

I've attached a help page for the add accts. screen.  Compare that to the default sql file, and you should be able to get an idea what all those acct. setup
options on the form do in the db.  You can always edit an acct. after the fact.

Good luck,
Steve

>
>
> Any help and ideas are appreciated,
>
> Best,
> Rod
> --
>              Why is it so easy to throw caution to the wind.
>             Shouldn't it be heavier and shaped like an anvil?
>
>                                                            Jon Anderson
>
> [ Note: When replying, please Reply to the list address. This way other members know if the issues have been resolved or not. Thanks! Your List administrator. ]