Use explanations alongside each choice, confirm dependencies and preserve established history.
Read the choice before confirming it#
Setup asks practical questions so the workflow fits the workspace. Each help link opens a focused comparison in a new tab, leaving the setup page available.
A choice can affect visibility, record structure, payment handling, tax presentation or a future correction. Read the explanation rather than selecting an option only because it appears first.
- Check the active profile and workspace.
- Compare the offered options using the relevant help link.
- Confirm permissions, country, currency and required apps.
- Review the final summary before saving.
Keep the active workspace, actual business requirements and current setup summary in view. A guide explains a choice; it does not make that choice for you.