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How do I start using Accounts?

Last updated: Fri, 30 Oct 2026

Open Accounts from the app grid and choose your organization. It is free and needs no setup, because it reads the apps already connected to that organization.

  1. Open the app grid and choose Accounts.
  2. Choose the organization whose books you want to see.
  3. Start on the home page, which shows Where the money is and This period.
  4. Use the sidebar to open any report.

What you can open

  • Chart Of Accounts, Journal Entries and General Ledger.
  • Customer Ledger, Vendor Ledger and Cash & Bank.
  • Trial Balance, Profit & Loss and Balance Sheet.
Good to know Your earlier invoices, sales, stays, bills and expenses are already in the books the first time you open it.

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