A practical walkthrough
Add your first customer or supplier
Create an account, check its currency and contact details, and start recording transactions against the right person.
English guide reviewed . Button wording can vary by app language and version.
Before you begin
Have the account name and currency ready. A phone number is optional. Use a zero opening balance for a new account with no previous debt.
Follow these steps
Open Accounts
Choose Accounts in the bottom navigation, then the add (+) button beside the customer list.
Identify the account
Enter a distinctive name. Open the details below it and select Customer or Supplier and the correct currency.
Review the opening balance
Add contact details if useful. Only enter an opening balance when a real balance existed before you started these records.
Save and check
Save the account, open it from the list, and check the name, type and currency before adding a debt or payment.
A worked example
Practice example: create a clearly named training account with a zero opening balance, then follow the debt and payment guide.
Avoid common mistakes
- Do not record an old balance both as an opening balance and as a new debt.
- An account with financial activity may have its financial identity locked. Correct the transaction instead of changing its currency.