Getting started
Find out how to set up your account and take your first steps with FreeAgent.
First steps for new users
- Get started with FreeAgent
- Getting help with using FreeAgent
- Setting up your FreeAgent account
- Setting up a Mettle account
- Choosing the appropriate account type for a charity
- Choosing the appropriate account type for a landlord
Account setup for existing businesses
Opening balances
- An introduction to opening balances
- Enter your opening balances for limited companies and LLPs
- Enter your opening balances for sole traders and partnerships when using accruals basis accounting
- Enter your opening balances for sole traders and partnerships when using cash basis accounting
- Import your opening balances
- Edit your opening balances
Essentials
- Logging in to your FreeAgent account
- Troubleshooting steps for problems logging in to FreeAgent
- An introduction to FreeAgent terminology
- Insights in FreeAgent
- User access levels in FreeAgent
- Recommended system requirements for using FreeAgent
Your business
- Add and edit your business's details
- Add, change or delete your business's logo
- Add a new user to your FreeAgent account
- Edit a user
- Verified sender emails in FreeAgent
- Find your FreeAgent subdomain