Run Setup → Go-live Check. It makes the checks an accountant would make on a new set of books — company details, time zone, books in balance, opening balances, items without a category, roles that see no items, negative stock — and tells you where to fix each one.
Steps
- Enter your opening balances first: customers, suppliers, stock and bank.
- Open Setup → Go-live Check and work down the marked lines.
- Click the link under each line to fix it, then Check again. When every line is ticked, you are ready.
The full guide
Am I ready to go live? The go-live checkBefore you start trading, Setup → Go-live Check runs the checks an accountant would make on a new set of books. Each line is either ticked or tells you what is wrong and where to fix it. Run it when…