In this conversion setup step you will install and initially set up the financial accounting system software.
Install the software according to publisher recommendations
Install the software according to the publisher’s recommendations. Keep in mind that the financial accounting system is completely independent from DBA and can be freely installed as desired within publisher guidelines.
Configure the software as needed
Each system typically has a complete set of configuration options for password security, currency, forms printing, and so on. Configure the system as desired.
Turn off inventory, sales orders, and purchasing
If possible, turn off inventory, sales orders, and purchasing because these functions will continue to be handled by DBA and do not need to be exposed to financial accounting system users. .
Do not use a default chart of accounts
If the system offers a default chart of accounts, do not use it because you will manually re-create the DBA chart of accounts in the next conversion step.