Set up your books

Do these in order. Each step links to its own guide.

1. Create your legal entity. The company, partnership or sole trader whose books you keep. See Legal entities.
2. Create a brand. At least one, so you have somewhere to work. See Brands.
3. Check the chart of accounts. It is created with sensible defaults. Add or rename accounts to suit. See Chart of accounts.
4. Add your people. Invite your team and give each a role. See Team and access.
5. Set up tax. Add your VAT registration and the tax rates you use. See Tax registration and rates.
6. Set your invoice settings. Numbering, payment details and reminders. See Invoice settings.
7. Bring in what you already have. Contacts, accounts and opening balances from Xero, QuickBooks or a spreadsheet. See Import data.
8. Add your bank accounts. So you can reconcile. See Bank accounts and feeds.
9. Turn on two-step sign-in for yourself and anyone who manages the organisation. See Your account and security.