How do I enter my opening balances?
Opening balances carry your existing books into the app. Enter them once, before day-to-day work.
Opening balances are what each account was worth on the day you started using the app — customer dues, supplier dues, bank and cash balances, and stock on hand.
1. Open Accounts → Opening balances.
2. Enter the balance for each account as at your start date.
3. Check that total debits equal total credits before saving.
Enter them before you start recording daily transactions, so every report you run afterwards is complete.
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 add a customer or a supplier?
Chart of accounts → New account → Type: Party, then say whether they are a customer, a supplier or both.
What is the chart of accounts and which account should I use?
It is the list of buckets your money is sorted into: assets, liabilities, income, expenses, equity.
Can I try it before paying?
Yes — sign up, create your company, and start the free trial from the pricing page.
How do I add another company?
Create it from the companies list — each company keeps its own separate books.