Getting started
From an empty company to your first invoice, in the order that saves you rework.
1. Company details
Enter your company name, address, VAT number and bank account under Settings. They appear on every quote and invoice and in the e-invoice.
2. Chart of accounts
Start from the standard chart and adjust it, or rebuild the chart your accountant uses. Check which accounts are used for debtors, creditors, revenue and VAT.
3. VAT setup
Set your VAT rates and codes and the boxes of your return, so the return follows your own jurisdiction.
4. Products and services
Add what you sell, with price and VAT rate. Import them from a file if you have many.
5. Customers and suppliers
Add or import them, with country and VAT number. The VAT treatment of each invoice follows from these.
6. Users and rights
Invite your colleagues, give each a role, and decide who can see cashflow and approve payments. Add your accountant.
7. Opening balances
Choose the date your books start and enter the opening balances as a manual entry.
8. First quote and invoice
Write a quote, have it signed, convert it to an invoice and check the entry in the journal.
Next: set up purchase invoice approval and bring in your bank data.