Your first 30 minutes
From a new account to your first invoice, bank import and team invite.
Step 1 of 8
Finish guided setup
Go to Settings → Guided setup. Choose Fully preset, then follow the six steps. It takes about five minutes.
Step 2 of 8
Check your business settings
In Settings → Business & accounting, check your BTW-id, financial year end, BTW basis and invoice prefix, then select Save financial settings.
Step 3 of 8
Add your first customer
Go to Contacts → + Add contact. Choose Customer, enter their name and accounts email, set payment terms and select Save contact.
Step 4 of 8
Send your first invoice
Go to Sales → + New invoice. Choose the customer, add a line, check the preview and select Approve & send.
Step 5 of 8
Add your bank account
Go to Banking → More options → Add bank account. Enter the account details and the opening balance, then select Add bank account.
Step 6 of 8
Import a statement and match it
Select More options → Import statement, choose your file and import it. Then Accept match for each line Plain recognises.
Step 7 of 8
Turn on two-step sign-in
In Settings → People & access, under Protect your sign-in, select Set up authenticator and scan the code with your phone.
Step 8 of 8
Invite your accountant
In Settings → People & access, select + Invite user, enter their email, choose Accountant and select Send invitation.
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