Guide Categories
Getting Started with Accounter
Welcome to Accounter! These guides will help you set up your account, import your data, and start using our powerful accounting features.
01Overview
Setting up Accounter properly from the start ensures you get the most out of your accounting software. This section covers the essential steps to configure your account, import existing data, and begin managing your finances effectively.
Getting Started Tip
Follow these guides in order for the smoothest setup experience. Each guide builds on the previous one.
02Available Guides
Setting Up Your Business
Learn how to configure Accounter for your business and start managing your finances effectively.
User Setup & Permissions
Manage users, set appropriate access levels, and understand user roles in Accounter.
Importing Your Data
Import your existing accounting data from other systems into Accounter.
First Steps After Setup
Essential actions to take after setting up your Accounter account to ensure success.
03Quick Start Checklist
Follow these steps to get up and running with Accounter quickly:
Create your account
Sign up for Accounter and choose the edition that fits your business needs.
Set up your business profile
Add your business details, configure your fiscal year, and customize your chart of accounts.
Connect your bank accounts
Link your business bank accounts to automate transaction imports and reconciliation.
Import your existing data
Transfer your customers, vendors, chart of accounts, and transaction history from your previous system.
Invite your team
Add team members with appropriate permission levels to collaborate in Accounter.
04Video Tutorials
Learn the basics of Accounter in under 10 minutes with our quick start video guide.
Video Tutorial: Getting Started with Accounter
05Getting Help
Our support team is available to assist you with any questions or issues you might encounter while setting up Accounter.
Following these getting started guides will set you up for success with Accounter. Take your time with each step to ensure your accounting system is properly configured.