Organization setup

Open the correct organization before creating records. In organization settings, check the legal name, address, company registration number and tax identifiers used on documents. Set the business language, currency and regional preferences.

Add the bank accounts customers should pay into. Then configure numbering, document design and email and user access.

Create and review a first invoice or upload a supplier document. There is no general historical data import: document upload processes supplier files, while bank statement import brings in bank activity.

For ledger setup, start with Books and accounting currencies.