Creating a new business in Manager.io is straightforward. Follow the steps below to set up your new business:
Navigate to the Businesses
tab in Manager.io.
Click the Add Business
button and select Create New Business
from the dropdown menu.
On the next screen, type the Business Name you wish to display in your list of businesses. Then, click the Create New Business
button.
After creating the new business, you will be directed to the Summary
tab.
Initially, four tabs are displayed by default:
These tabs facilitate a minimal double-entry accounting system:
Settings
tab.Journal Entries
tab to enter transactions.Reports
tab.For more information on each tab:
Most businesses will require additional tabs to facilitate various operations. You can add more tabs by clicking the Customize
button.
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.