Create a New Company#

When logged-in for the first time, if you are not associated with any existing company, you will be on your profile page. If you are already associated with at least one company, then you will be sitting at the company landing page for the first company you were associated with.

Look at the top, right corner of the screen where there is a small building icon. Click on that, then click on Create Company.

Creating a company has one unique item that can only be set during creation. By default, the currency is set to your current locale (most likely USD), but can be chosen at this time. Other than that, you provide a Name and choose whether or not you wish to use account numbers in the system, then click on Create Company.