How do I add a staff member and control what they can see?
Settings → Staff. Add the person, then switch on only the areas they need.
1. Open Settings → Staff and add the person's name and email.
2. Choose the areas they may work in. Some areas can be granted in parts — you can give someone sales without giving them purchases.
3. Save. They receive an invitation to set their own password.
Areas you do not grant are either read-only or hidden for that person, depending on the area. Owners always have full access.
How many people you can add depends on your plan.
Still not sure? Ask it in the chat in the corner — no account needed, and a person answers whatever the assistant can't.
How do I bring my old books in from Tally, QuickBooks or a spreadsheet?
Data import, in two steps: first your people and items, then where you stand today. Owner only, and undoable.
How do I change my currency, date format or decimals?
Settings → Preferences. It applies everywhere in the app immediately.
Where do I change my company name, address or logo?
Company profile, under Settings. Owner only. What you put there is what prints on your documents.
Why was I signed out when someone else signed in?
One account can only be signed in on one device at a time.