Set Up

To get started you need to add a client and then import the chart of accounts form your existing Accounts Production system. We have a downloaded selection of AP charts ready for use.

Add a New Client
Clients can be added in two main ways :- Via The Final trial balance Import pages -for Excel, Xero, Quickbooks, Kashflow and Freeagent....
Sun, 26 Oct, 2014 at 1:36 PM
Importing Chart of Accounts - Accounts Production
Account production Chart of Accounts can be imported into TB Coder in two main ways :- Via The Final trial balance Import pages - For Excel, Xe...
Sat, 13 Dec, 2014 at 6:23 PM
Add/Deleting/Editing Users
Invite a new user into your organisation Go to Settings >  Add A New User  and click on add User to enter a new user's details. Only t...
Sat, 18 Oct, 2014 at 9:11 PM