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Beginner

Getting Started with Smart Business Book

Set up your account, add your business, and bring your data in.

Lesson 1 of 2

Account & business setup

Create your Smart Business Book account and set up your first business — country, currency, and the details that keep your books correct from the start.

In this first lesson you'll get your account and business ready to use.

What you'll do

  • Create your free account and verify it
  • Add your first business — name, country, base currency and timezone
  • Understand why the base currency matters for your reports
  • Find your way around the home control view

Once your business is set up, the next lesson brings your existing data in.