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Creating Companies (Accounting QuickStart)

Accounting QuickStart is an alternative, guided method of setting up a FinancialForce company.

It is an optional application (app). If your administratorOne or more individuals in your organization who can configure and customize the application. Users assigned the System Administrator profile have administrator privileges. chose not to install it, the standard tabs and setup processes are still available to you. See Data Setup and Management for more information.

To access the app, go to the Force.com app menu in the top-right corner of any Salesforce page and select Accounting QuickStart.

To create a new FinancialForce company and its associated company data:

1. Click the QuickStart tab to view the welcome page. If you do not see this tab, contact your administrator.
2. Follow the guided steps until the end.
3. Repeat for any other companies in your organization.

Note:

Note

The name of the company queueA location within the underlying Salesforce platform used to represent a company. When you activate a new company, a corresponding company queue is created. must be less than or equal to 37 characters.

Selected fields have context-sensitive help text. This is either shown next to the field itself, or as a pop-up when you hover over the Help icon.

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