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Create New Business

Creating a new business in Manager.io is straightforward. Follow the steps below to set up your new business:


1. Access the Businesses Tab

Navigate to the Businesses tab in Manager.io.

Businesses

2. Add a New Business

Click the Add Business button and select Create New Business from the dropdown menu.

Add Business
Create New Business

Import Business

3. Enter Business Details

On the next screen, type the Business Name you wish to display in your list of businesses. Then, click the Create New Business button.

Create New Business

4. Explore the Summary Tab

After creating the new business, you will be directed to the Summary tab.

Summary

Initially, four tabs are displayed by default:

  • Summary
  • Journal Entries
  • Reports
  • Settings

These tabs facilitate a minimal double-entry accounting system:

  • Set up your Chart of Accounts under the Settings tab.
  • Use the Journal Entries tab to enter transactions.
  • Generate financial statements under the Reports tab.

For more information on each tab:


5. Customize Your Tabs

Most businesses will require additional tabs to facilitate various operations. You can add more tabs by clicking the Customize button.

Summary
Journal Entries0
Reports
Settings
Customize

For guidance on customizing tabs, see Customizing Tabs.


By following these steps, you've successfully created a new business in Manager.io and are ready to begin managing your accounting tasks.