1. After logging into the system, click File-New A/C Set in the upper right corner;

2. Enter the name of the account set in the file name and save it; Note: The saving location can be modified;

3. Enter the name of account set: it is recommended to enter the full name of the company, because this will be used in all account books, and it will be the company name when printed.

4. Set the industry of the company: please select the industry of the company. Select New Accounting Standards and click Details to view the preset accounts of the selected industry template. If "Don't Create Default Chart of Accounts" is selected, there will be no default account after the SOB is created.

5. The next step is to define the functional currency, which can be modified according to the business needs of the company. We choose RMB by default here.

6. Set account structure: the maximum number of account series is 10. The length of the first-level account code is 4, and the length of the second-level and above is 2.

7. Set the account set period; The new account set is completed.

Data expansion:

Finance generally refers to financial activities and financial relations. The former refers to the activities of enterprises involving funds in the production process, indicating the formal characteristics of finance; The latter refers to the economic relationship between enterprises and financial activities, revealing the content and essence of finance.

Therefore, in a nutshell, enterprise finance is the capital movement in the process of enterprise reproduction, which embodies the economic relationship between enterprises and all aspects.

Finance is not only the objective existence of capital movement in the reproduction of material data and the economic relationship reflected in the process of capital movement, but also property and debt, that is, assets and liabilities.

The principle of cash balance refers to the cash basis rather than the accrual basis in financial management, which objectively requires cash income (inflow) and cash expenditure (outflow) to achieve dynamic balance in quantity and time, that is, cash flow balance.

The basic method to keep cash balance is cash budget control. Cash budget can be said to be a comprehensive balance of financing plan, investment plan and distribution plan, so cash budget is an effective tool for cash flow control.