Getting Started

Follow 7 simple steps to be up and running in less than 10 minutes.

1. Add your business info:
   1. Click on the Settings (cog icon) and then File Identity.
   2. Update your information and click Save.
2. Add your logo to invoices:
   1. Click on the Settings (cog icon) and then Settings (for this file).
   2. Logo is the first section. Click to add a logo or drag a logo file into the area provided.
3. Connect your bank account:
   1. Click Add and then Bank Account.
   2. Fill in the fields and Save.
   3. In this same screen Click Enable Automatic Bank Feed.
   4. Select the bank you’d like to connect.
   5. Enter your online banking details and click Connect.
   6. When connected, available bank accounts show in blue boxes. Click your choice.
      Note: Transactions download in 5 minutes but can take longer in peak periods.
4. Add your Payment info to invoices:
   1. Click on the Settings (cog icon) and then Settings (for this file).
   2. Click on Payments.
   3. Add your merchant facility if you have one.
   4. Turn on the Direct Deposit and Mail Cheque options if you accept these methods.
5. Add a customer contact to see how that works:
   1. Click Add in the main menu and then Contacts.
   2. Fill in all of the details and Save.
6. Add a sale to see how that works:
   1. Click on Sales and then Add.
   2. Select the Contact you added in the previous step.
   3. Select Service layout.
   4. Enter all of the details of the invoice and Save.
7. Add an expense to see how that works:
   1. Click on Purchases and then Add.
   2. Select Service layout.
   3. Enter all of the details of the invoice and Save.