Quick starts

Path: Get started > Quick starts · tier official · system none · narrative reviewed (checked by Opus)

Overview

The quick starts are short, task-oriented guides for new users of Business Central. Each one walks through a single area: filling in company details, setting up the financial structure, handling sales and purchases, producing reports and documents, and getting started with analysis. The landing page “Business Central quick starts” lists them and describes what each covers.

A sensible order is to begin with Company Information, then Financial Information (chart of accounts and bank accounts). After that, use the Sales and Procurement guides to set up customers, items and vendors and create orders and invoices. The reports and business intelligence guides follow, for output and analysis. There are no subtopics; all seven pages sit directly in this section.

Key points

• Company Information Quick Start: enter basic company details on the Company Information page, including bank account and VAT number, to set up a new company.
• Financial Information Quick Start: set up the chart of accounts, account categories, posting groups and bank account registration.
• Sales Quick Start: configure customers and items, then create sales orders and invoices, with partial shipments and discount management.
• Procurement Quick Start: set up vendors, then create purchase orders and invoices, with partial receipts and discount management.
• Basic reports and documents output: add a company logo, run and filter reports, save to PDF, Excel or Word, and customize report layouts.
• Business intelligence quick start: introduces financial reports, KPIs, dashboards and ad-hoc analysis across functional areas.
• The landing page Business Central quick starts gives an overview of all the beginner guides.

Learn pages

• Basic reports and documents output quick start: Business Central offers built-in templates for reports and documents, with many customization options to adapt them to your company’s needs.
• Business Central quick starts: Get up and running with Business Central with quick start articles and tips that help you fill in the first critical fields.
• Business intelligence quick start: Learn how Business Central helps you transform company data into actionable insights using business intelligence reports and dashboards.
• Company Information Quick Start: Learn how to fill in the first critical fields about your company in Business Central by reading this Quick Start article.
• Financial Information Quick Start: Get your company ready for business by setting up the financial information in Business Central.
• Procurement Quick Start: Learn how to fill in the first critical fields about vendors in Business Central so that you can start purchasing products and services.
• Sales Quick Start: Learn how to fill in the first critical fields about products and customers in Business Central so that you can start your sales processes.

Business Central pages and reports

The pages, reports and queries this hub’s Learn pages name (ms.search.form, API reference), joined to the code by exact object id (data/index/docs-objects.json); a page shows the table it runs on.

• Page 1 “Company Information” · on Table 79 “Company Information”
• Page 26 “Vendor Card” · on Table 23 “Vendor”
• Page 27 “Vendor List” · captioned “Vendors” · on Table 23 “Vendor”
• Page 50 “Purchase Order” · on Table 38 “Purchase Header”
• Page 56 “Purchase Orders” · on Table 39 “Purchase Line”

Source: Microsoft Learn (CC BY 4.0). Descriptions are Learn’s own.