Account & troubleshooting

Start with your business

Reviewed: 2026-10-15

Set up your workspace before adding customers.

Step-by-step guide

1. Open Settings and check your business name, industry, email, phone and addresses.
2. Choose currency, time zone and language. Check these before creating financial records.
3. Save. Review the industry catalog and set your own service prices.

Features depend on your plan, permissions and enabled provider connections. These guides explain tasks; reading a guide does not perform an action or confirm completion.