Company Setup and Editing
Create a new company or update an existing one's details.
Who it's for
Owners onboarding a new business or updating company info
Key benefits
- Guided setup for a brand-new company
- Edit legal name, address, and fiscal details later
- Required before any bookkeeping can begin
Overview
Company Setup and Editing covers creating a brand-new company record (name, fiscal year, address) and editing those details later as the business changes - the required first step before any transactions can be entered.
Related features
See how Company Setup and Editing fits into a plan on pricing, or how Count My Bucks compares to QuickBooks.