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. Create Account & Choose Plan Register Choose full accounting mode Enter Your Company Details Enter your company data (general info, addresses, branches, bank accounts) Configure your base tax settings Set Up Your Financial Foundations Add a new account to the chart of accounts Set up data exchange settings Personalize your dashboard with quick links System general settings Initial Setup & Balances (for existing accounts or data migration only) Enter your initial bank balance Enter your initial cash balance Record other accounting balances (e.g., accounts payable, receivable) Record the entry of fixed assets upon lease (DL) balance transfer Import Master Data (for existing accounts or data migration only) Import customer and supplier data Import product and service items Import opening inventory (goods) balances Import Transaction History (for existing accounts or data migration only) Import bank statements Import sales documents (invoices, orders) Import purchases documents (expenses) Do Your First Transactions Create your first sales invoice Create your first purchase bil