Guided setup for every new company
A new company now opens on seven short setup steps, so your books and your workshop are built from your own answers before you start.
New
Seven-step setup
Your company, what you make, who you are, what’s on your shelf, what was in the bank, how you number things and what you connect — one step at a time, with a track across the top. After step 2 you can choose Finish later and pick up where you left off.
Your chart of accounts, built for you
Step 1 asks what kind of business you are (sole proprietor, LLC, S-corp, C-corp or partnership) and builds the right chart of accounts in one go.
What your own hour is worth
Set your hourly rate once, and it’s used in the Owner Time Log and as a “Your time” labor rate your recipes can count in product cost.
“Finish setting up” on Home
Companies that joined before the setup existed are asked the same few questions on Home instead.
Invite an owner to sign in
An owner you listed without a login can be invited to sign in as that same owner.
Improved and fixed
- Opening counts and deposits say whose stock or money it is when each owner keeps their own accounts.
- Home’s “Money in, last 6 months” now adds up the six months.
- New help article: How to set up your company.
