I am new here — what should I do first?
Set your preferences, enter opening balances, add your products and parties, then start recording.
A good order to start in:
1. Settings → Preferences: currency, date format, financial year.
2. Accounts: check the chart of accounts and add anything you need.
3. Opening balances: what each account was worth on your start date.
4. Products and units, if you carry stock.
5. Start recording sales, purchases and payments day to day.
You can ask anything in this chat as you go.
Still not sure? Ask it in the chat in the corner — no account needed, and a person answers whatever the assistant can't.
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 a customer or a supplier?
Chart of accounts → New account → Type: Party, then say whether they are a customer, a supplier or both.
How do I add another company?
Create it from the companies list — each company keeps its own separate books.
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.