Help · Getting started
The set-up guide in SwiftlyBooks
The steps a new company takes before its books are ready to use, one at a time.
Work through it
- Open it from the card on the dashboard, or search for Set-up guide.
- Do each step on the right. Some tick themselves once done, such as your company's details.
- For a step that checks what SwiftlyBooks set up, such as the chart of accounts, press It suits us or These are right.
- Press Skip for now to come back to a step later.
The steps
- Company details: your name, address and tax numbers, as your documents print them.
- Chart of accounts: your country's chart, ready to use.
- Today's rates: your rate and the official one for each currency you trade in.
- Your old books: bring them over from another package, or press We start fresh.
- Your team: add the people who work in the books, or press Just me for now.
Good to know
- Later on the dashboard's card hides it for every administrator. The guide stays open to search.
Related
The same help is in the app: press the ? at the top of any page.