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  1. GoldFinch Clientcare
  2. Getting Started

Getting Started

Whether you're configuring the application on your own or working with an implementation specialist to guide you through the process, it's a good idea to explore the documentation and get familiar with the system. This help site will also be a valuable resource for ongoing support once you're up and running, or if you want to dive deeper into more advanced features of GoldFinch.

Implementing GoldFinch 8 articles
  • Before Implementation
  • Setup Customer/Vendor Accounts
  • Data Conversions
  • User Training
  • Execute Cutover
  • Enter or Import Beginning Balances
See all 8 articles ›
Installation & Setup 8 articles
  • Installation & Setup
  • Update Company Setup
  • Update Warehouses Setup
  • Update Currency Codes
  • Update Numbering Series
  • Update Payment Terms
See all 8 articles ›
Administrator 5 articles
  • Administrator Overview
  • Admin Basics
  • User Experience Overview
  • Development Overview
  • Data Security Compliance
Partner Training 1 articles
  • Partner Training Videos
Getting Started FAQ 8 articles
  • Would this be the best way to identify an account in GoldFinch?
  • GoldFinch Accounting Self Study Questions
  • GoldFinch ERP Self Study Questions
  • Clone Account
  • Customer No. and Vendor No. Assignments
  • Implementing GoldFinch ERP Overview
See all 8 articles ›
GoldFinch Clientcare