Getting started

Follow the guides for what you need to do. Done ticks stay on this device and do not change your account.

Your company

0 of 6 done

Set up your company workspace 1 min read Done: Set up your company workspace
Connect a bank account 3 min read Done: Connect a bank account
Open VAT return setup 1 min read Done: Open VAT return setup
Find the document upload action 2 min read Done: Find the document upload action
Start a new invoice 2 min read Done: Start a new invoice
Find your accountant connection and invitation 1 min read Done: Find your accountant connection and invitation

0 of 6 done

Choose the right registration entry 1 min read Done: Choose the right registration entry
Review your practice company profile 1 min read Done: Review your practice company profile
Review practice team members and roles 1 min read Done: Review practice team members and roles
Find clients and review their workspace 2 min read Done: Find clients and review their workspace
Find and inspect workflow templates 1 min read Done: Find and inspect workflow templates
Review an existing month-end review 1 min read Done: Review an existing month-end review

0 of 6 done

Review available integrations 1 min read Done: Review available integrations
Connect Shopify from the App Store 1 min read Done: Connect Shopify from the App Store
Review Shopify account mappings 1 min read Done: Review Shopify account mappings
Review Shopify VAT mappings 1 min read Done: Review Shopify VAT mappings
Review Shopify payouts 1 min read Done: Review Shopify payouts
Review and mark an OSS return as submitted 1 min read Done: Review and mark an OSS return as submitted

0 of 3 done

Access your client portal 1 min read Done: Access your client portal
Find your employee profile and self-service pages 1 min read Done: Find your employee profile and self-service pages
Review your expenses and open a claim 1 min read Done: Review your expenses and open a claim