Getting started
Find out how to set up your account and take your first steps with FreeAgent.
First steps for new users
- How to get started with FreeAgent
- How to set up your FreeAgent account
- How to choose the appropriate account type for a charity
- How to choose the appropriate accounting basis
- Accounting dates in FreeAgent
- Temporary limitations on new FreeAgent accounts
Account setup for existing businesses
- How to import your opening balances
- How to import accounting data into FreeAgent
- How to enter your opening balances when using accruals basis accounting
- How to enter your opening balances when using cash basis accounting
- How to enter money owed at your FreeAgent start date
- What the FreeAgent start date means for existing businesses
VAT opening balances
Essentials
- How to log in to your FreeAgent account
- Troubleshooting steps for problems logging into FreeAgent
- How to use FreeAgent’s Radar feature
- Insights in FreeAgent
- User access levels in FreeAgent
- Recommended system requirements for using FreeAgent
Your business
- How to add and edit your business's details
- How to add, change or delete your business's logo
- How to add a new user to your FreeAgent account
- How to edit a user
- How verified sender emails work in FreeAgent
- How to find your FreeAgent subdomain
