Your organisation works straight away, but a few minutes of setup saves corrections later. The Getting started card on the Dashboard tracks these six items:
- Verify your email — done automatically if you used the sign-up wizard.
- Enable two-factor auth — section 1.5.
- Complete organization profile — tax number, address and phone appear on every invoice you send. Settings → Organization → General.
- Add your logo & branding — used on PDFs, the sign-in page and the sidebar. Settings → Organization → Branding.
- Invite your team — Settings → Team & Access → Users.
- Connect a bank account — Banking → Bank Accounts.
After those, follow the Recommended setup order in the introduction: numbering, payment terms, tax rates, chart of accounts and opening balances, then contacts and items.