Setup walks a new organization through company details, accounting preferences, bank accounts, first import and integrations. Progress is saved on the organization, so you can leave and resume.
Steps
- Complete each step in order; each one links to the page where it is done.
- Return here to see what is left.
What you get
A configured organization ready for daily work.
Who can do this
Owners and admins can change these settings; other roles can view what applies to them.
If something goes wrong
- A step stays incomplete.
- Open it and finish the required field; the checklist reads your saved settings.