For owners
Start with your business setup, choose who can work in the books and find the guides for your daily review.
- Who can do this
- Business owners
- Where
- Dashboard
- You'll need
- Access to your business workspace with Accounting enabled
Get your workspace ready
- Open Dashboard in the business you own.
- Follow Your first week to review setup and begin recording work.
- Use Roles and permissions before giving someone access.
For a Nonprofit organization, use Your first week with Nonprofit and For nonprofit finance leads instead of the General setup sequence.
Owners have all business permissions. Some settings, including business profile, billing and team management, also require ownership. Giving an employee a settings permission does not make them an owner. Features and the business's edition still determine which pages apply.
Choose your next job
| What you need to do | Start here |
|---|---|
| Bring records from another system | Plan your move |
| Bill a customer | Create an invoice |
| Follow customer-facing emails | The invoice email |
| Check bank activity | Banking overview |
| Read the figures | Read the dashboard and Reports |
| Give a firm access | Connect an accounting firm |
The dashboard adjusts its panels to your permissions. A missing page can also reflect an unavailable feature or edition, so use the linked guide's access and prerequisites when checking setup.
If someone else handles daily entry, share For bookkeepers and agree who will review and approve their work.