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  • Table of Contents:

    How to start accounting if you are self-employed?

    Company Setup Guide: From Registration to First Transaction.
    Follow this checklist to configure your accounting program. Start with the Core Setup, then add only the features you need.

    Core Setup
    These are the essential steps every company needs to start.

    1. Create Account & Choose Plan
      1. Register
      2. Choose accounting mode
        • Invoicing (free Lite version)
        • or
        • Full accounting
    2. Enter Your Company Details
      1. Enter your company data (general info, addresses, branches, bank accounts)
      2. Configure your base tax settings
    3. Set Up Your Financial Foundations
      1. Set up data exchange settings
      2. Configure the settings for the Self-employed activity income-expenditure journal
      3. Personalize your dashboard with quick links
      4. System general settings
    4. Initial Setup & First Steps
      1. Set up invoicing
      2. Enter income and benefits through bank module
      3. Enable simplified invoicing
      4. Register a purchase document
      5. Send the invoice by email directly from the program
      6. Create the report Self-employed activity income - expenses accounting journal
    FAQ
    ›
    Accounting Software
    ›
    Account
    ›
    Dashboard
    Accounting Software

    How to start accounting if you are self-employed?

    Company Setup Guide: From Registration to First Transaction.
    Follow this checklist to configure your accounting program. Start with the Core Setup, then add only the features you need.

    Core Setup
    These are the essential steps every company needs to start.

    1. Create Account & Choose Plan
      1. Register
      2. Choose accounting mode
        • Invoicing (free Lite version)
        • or
        • Full accounting
    2. Enter Your Company Details
      1. Enter your company data (general info, addresses, branches, bank accounts)
      2. Configure your base tax settings
    3. Set Up Your Financial Foundations
      1. Set up data exchange settings
      2. Configure the settings for the Self-employed activity income-expenditure journal
      3. Personalize your dashboard with quick links
      4. System general settings
    4. Initial Setup & First Steps
      1. Set up invoicing
      2. Enter income and benefits through bank module
      3. Enable simplified invoicing
      4. Register a purchase document
      5. Send the invoice by email directly from the program
      6. Create the report Self-employed activity income - expenses accounting journal

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