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.
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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
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After filling the required details, click on Create Business
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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.
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Select the date for your starting accounting financial year and click on Continue button.
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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.
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Enter the Financial year start from and click on the Save button to proceed further.
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Click on Go to dashboard to return to the main menu.
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Now A/C button turn into blue color and ready to use. Click on same button to open Accounting software.
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A popup message will appear that 'application will open in a new tab', click on OK button.
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It will redirect to the Company Information Page, next click on Start in the same window.
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After clicking on Start button, a pop up message will appear as “Company created successfully” click OK button.
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It will redirect you to the Business Dashboard and you are ready to start working with us.