Your first week: what to set up, and in what order

New systems invite a temptation to configure everything before using anything. Resist it. The fastest route to a working set of books is a narrow one.

1. Company details and GST registration. Everything downstream prints from this.
2. Your chart of accounts. Start from the standard one; rename rather than rebuild.
3. Opening balances. Bank, receivables, payables. Nothing else yet.
4. One customer and one item. Enough to raise a real invoice.
5. Raise it. Then look at what the entry did to your accounts.

Then stop

Outlets, price lists, approval workflows, bills of material — every one of them is easier to set up once you have seen a document flow through. Configure them when you need them, not in anticipation.