Company Data Set your company's data for documents header/footer. Let's start! Looks great! action_open_step_company_data onboarding_company-data.png Onboarding Company Data 1 Documents Layout Customize the look of your documents. Customize Looks great! action_open_step_base_document_layout onboarding_quotation-layout.png Onboarding Documents Layout 3 Create Invoice Create your first invoice. Create First invoice sent! action_open_step_create_invoice onboarding_default.png Onboarding Create Invoice 4 Accounting Periods Define your fiscal years & tax returns periodicity. Configure Step completed! action_open_step_fiscal_year onboarding_accounting-periods.png Onboarding Accounting Periods 1 Bank Account Connect your financial accounts in seconds. Add a bank account Step Completed! action_open_step_bank_account onboarding_puzzle.png Onboarding Bank Account 2 Taxes Set default Taxes for sales and purchase transactions. Review Taxes set! action_open_step_default_taxes onboarding_taxes.png Onboarding Taxes 3 Chart of Accounts Set up your chart of accounts and record initial balances. Review Chart of accounts set! action_open_step_chart_of_accounts onboarding_chart-of-accounts.png Onboarding Bank Account 4 Import Vendor Bills 1000 Taxes Choose a default sales tax for your products. Set taxes Step Completed! action_open_step_sales_tax onboarding_puzzle.png Onboarding Bank Account 100 Invoicing Onboarding account_invoice action_close_panel_account_invoice Account Dashboard Onboarding account_dashboard action_close_panel_account_dashboard