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Business

Getting started with your business books

Create your business workspace, choose what you see, add customers and categories, and send your first invoice in a few minutes.

Create your account

  1. Go to the sign-up page and, under "What are you keeping the books for?", choose Business.
  2. Choose your plan, then pick how you want to start: Basic, Advanced or Expert. Basic shows just the essentials; Expert turns everything on.
  3. Fill in your company name, tax classification, your name, email, password, currency and time zone, then click "Create Account".
  4. Enter the 6-digit code we email you and click "Verify".
  5. On "You're all set", click "Maybe later" to go straight on, or "Set up two-factor authentication" (recommended) to protect your sign-in first.
  6. Answer a few questions about your business so Sumqo shows only what you use, then click "Finish setup" — or "Skip for now". You can run these questions again any time from Settings → Modules → "Run setup assistant".
Tip: Not sure how much to turn on? Start with Basic or Advanced. You can turn any area on or off later in Settings → Modules.

Show only what you use

Each area of Sumqo (invoicing, banking, payroll, taxes and more) is a module. Turning a module off hides it from the sidebar and the dashboard; your data is kept and comes back when you turn it on again.

  1. Open Settings → Modules.
  2. Turn modules on or off. Some modules sit under a parent (for example Estimates under Invoicing) and only show when the parent is on.
  3. Not sure what you need? Click "Run setup assistant", answer a few questions about your business, review "Here's your tailored setup" and click "Finish setup".

Add your workspace details

  • Settings → Workspace: company profile, contact details, logo and brand colors. These appear on your invoices and emails.
  • Settings → Taxes: save your sales tax rates so you can pick them on invoices.
  • Settings → Invoices: invoice numbering and defaults.
  • Categories (in the sidebar): the income and expense categories your money is sorted into.

Your first week in Sumqo

  1. Add your customers under Customers → "New Customer", and the companies you buy from under Vendors → "New Vendor".
  2. Create and send your first invoice from Invoices → "New Invoice".
  3. Add your bank and card accounts under Banking → "New Account" and upload their statements.
  4. Review the new bank lines in Banking → "Review transactions" so every one is in your books.
  5. Check the Dashboard for money in and out, open invoices, open bills and anything that needs attention.
  6. Follow the setup list at the top of the Dashboard (also under the ? menu → "Getting started"). Each step ticks itself off once it is done.
Note: Moving from QuickBooks? Bring your customers, vendors and history over first, so you do not type them twice.