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Setting Up Loans

If your company has borrowed money, you can set up the information about your loans in the EasyStep Interview. You enter the balance due on the loan as of a your company's start date.

Set Up Loans

In the EasyStep Interview, select Yes when asked whether you want to set up an account to track a loan or note payable.

Click Next.

Enter a name for your loan.

Enter the balance owing on your loan as of the start date.

Check this box if you intend to take more than one year to finish paying off the loan.

Click Next.


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