How can I create or add a Business?
How can I create or add a Business?
Click on "+"" button on the top right of the add entity window.
You are required to fill following fields:-
- Organisation/Client type
- Name of Client/Business
- Business Legal name
- Industry type
- Business name alias
- PAN or Other
- GSTIN
- CIN number
- Contact number
- PIN Code
- State (Auto filled as per the selection of Zip Code)
- City (Auto filled as per the selection of Zip Code)
- Address
After filling the required details, click on Create Business
A message will appear as “Business Information saved successfully”.
The next step is to select your choice of accounting software and then click on the continue button.
Select the date for your starting accounting financial year and click on Continue button.
What Mandatory fields are required?
For creating a Business you are required to fill some mandatory fields such as:-
- Organisation/Client type
- Name of Client/Business
- Business Legal name
- Industry type
- PAN or other details
- Contact no
- Address
- PIN Code
- Country
- State
- City
In order to access your business, Click on A/C button against your business name.
Enter the Financial year start from and click on the Save button to proceed further.
Click on Go to dashboard to return to the main menu.
Now A/C button turn into blue color and ready to use. Click on same button to open Accounting software.
A popup message will appear that 'application will open in a new tab', click on OK button.
It will redirect to the Company Information Page, next click on Start in the same window.
After clicking on Start button, a pop up message will appear as “Company created successfully” click OK button.
It will redirect you to the Business Dashboard and you are ready to start working with us.
