Getting started: from sign-up to your first entry

Steps

1. 1

   Sign up

   On the sign-up page enter company name, full name, email, password, country, currency and time zone, accept the terms and create the account. The currency cannot be changed later, so choose it carefully.

2. 2

   Verify your email

   A verification link arrives at your address. Until you click it, support messages and actions that send emails do not work.

3. 3

   Complete quick start

   On first login a three-step screen opens: region and currency, tax rates, document details. Most fields are pre-filled; check and continue. You can skip it and fill things in later from Settings.

4. 4

   Add your first records

   Start with one customer and one product. If you will take payments, define an account under Cash and bank.

5. 5

   Look at the dashboard

   The dashboard has quick action buttons and summary boxes. On a phone, the “New record” button at the bottom right opens an invoice, collection or expense.