Help · Getting started
Your profile in SwiftlyBooks
Your name, photo and password, two-step sign-in, and what you have done in the books.
Change your details
- Press your initials at the top right, then My profile.
- Change your name or photo, then save.
- To change your password, type the current one and the new one twice.
Two-step sign-in
- Under Two-step sign-in, scan the QR code with an authenticator app, such as Google Authenticator.
- Type the 6-digit code the app shows, to turn it on.
- Keep the ten backup codes somewhere safe. Each signs you in once if you lose your phone.
Good to know
- Administrators must use two-step sign-in. Everyone else may.
- Your email and password are your SwiftlyBooks account's, the same in every company you belong to.
- Another company or an accounting firm can add you once your email is confirmed, by the link we email when you sign up, or by one from Forgot your password?.
Related
The same help is in the app: press the ? at the top of any page.