Getting started
Setting up your account and taking your first steps with FreeAgent
Account setup
- How to set up your FreeAgent account
- How to set a secure account password
- How to import accounting data into FreeAgent
- How to enter your opening balances
- Choosing the appropriate account type for a charity
- How to reset or update your password
Essentials
- How to log in to your FreeAgent account
- How to use FreeAgent’s Radar feature
- Switching to a NatWest, Royal Bank of Scotland, Ulster bank NI or Mettle-funded FreeAgent account
- Insights
- Recommended system requirements for using FreeAgent
- Weekly Summary Email
My business
- How can I add my accountant to my FreeAgent account?
- How to find your FreeAgent subdomain
- How to add or change your company logo
- Company Details
- User access levels in FreeAgent
- How to add a new user
