Guide to Creating Your YESbusiness Account

Setup Steps

1. a

   Sign Up on YESbusiness

   Create your account with your email address and a new password.

   Create your account
2. b

   Fill in Your Company Information

   Enter the details about your business activity.

   
3. c

   Enter the Necessary Information for Your Accounting

   Configure the basic settings for your accounting system.

   
4. d

   Choose the Chart of Accounts Model

   Select a model to have an appropriate chart of accounts structure.

   
5. e

   Choose the Simplified Chart of Accounts

   This chart is very similar to EZYcount's chart of accounts, making your transition easier.

   
6. f

   VAT Settings

   Indicate whether you are registered for VAT.

   Not sure?

   Find this information in EZYcount under Settings → Company Details → VAT section (at the bottom).

   

   If you choose with VAT, you will need to enter the method and VAT code. You can find this information in EZYcount, or contact support@yesbusiness.ch for assistance.

   
7. g

   Confirm the Information

   Review and validate all your accounting settings.

   
8. h

   Transfer Your EZYcount License (if applicable)

   If you have an EZYcount license, send an email to support@yesbusiness.ch with your new account name and old account name (including email address).

   Don't worry:

   You won't lose access to EZYcount. The subscription is simply added to YESbusiness.

9. i

   Configure Categories (Accounting Accounts)

   In the chart of accounts, you have groups that can contain other groups or accounts. You can only post entries to accounts.

   

   Each group or account has a number, a name, a description, a parent group, and a type. The type is used to generate reports such as the balance sheet and income statement.

10. j

    Recommended Method to Customize Your Chart of Accounts

    • →Take your latest balance sheet and income statement
    • →Identify the changes you want to make
    • →Once your structure is validated, modify the names and descriptions of groups and accounts in YESbusiness
    • →Create the necessary new accounts
    • →Delete unnecessary accounts
    
11. k

    Work Efficiently

    We recommend not deleting all accounts to recreate them. It's much faster to modify existing names than to start from scratch.

12. l

    Default VAT Codes (if applicable)

    If you are subject to VAT, you can set a default VAT code for each account that needs to calculate VAT: sales, purchases, expenses, and investments.

13. m

    Additional Information: Account Types

    The account type can only be selected when creating an account. It defines its role in your accounting:

    1. Assets

    Account on the asset side of the balance sheet

    2. Liabilities

    Account on the liability side of the balance sheet (excluding equity)

    3. Equity

    Equity account on the liability side of the balance sheet

    4. Cash

    Money accounts (cash, bank...) to track financial flows

    5. Revenue

    Income account in the income statement

    6. Expenses

    Expense account in the income statement

    7. Closing

    Account to transfer the result to the balance sheet

    8. Group

    Organizational container (does not receive entries)