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How to do it
1. Enter your business details
Add your business name, fiscal year and the accounting options that apply to you.
2. Review your accounts
Check the categories and accounting accounts you will use for income, expenses, assets and debts.
3. Add your bank and credit accounts
Set up the accounts used by your business.
4. Bring in transactions
Import available bank activity or enter records, then review them before posting.
5. Start your everyday work
Record expenses, create invoices and review reports as needed.
Good to know: For tax, payroll and year-end decisions, confirm the results with your accountant.
Related guides
- Match your books to your bank statement
- Prepare your business records for year-end
- Back up and restore your data
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