Recommended Setup Checklist
- Connect your business bank accounts to LessAccounting through nightly importing (It's under Settings > Financial Accounts)
- Connect your business credit cards too! (Settings > Financial Accounts) Read more about how credit cards differ from bank accounts and how to set them up.
- Invite your business partner and/or accountant to your books for free (Settings > Members)
- Start tagging your expenses and deposits to track your cash flow. Read more about tags.
- Add your clients, employees and contractors as Contacts. Read more about setting up employees and contractors.
- Add your logo and mailing address (Settings > Logo, Settings > Mailing Address) Read about adding your phone number, website and more to your mailing address.
- Add custom expense categories (Settings > Expense Categories) Read about deleting, editing, and creating custom categories.
- Create and send out your first invoice (Invoicing > + Invoice) Read about setting up recurring invoices.