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 get help with using 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
Account setup for existing businesses
Opening balances
- An introduction to opening balances
- How to enter your opening balances for limited companies and LLPs
- How to enter your opening balances for sole traders and partnerships when using accruals basis accounting
- How to enter your opening balances for sole traders and partnerships when using cash basis accounting
- How to import your opening balances
- How to edit your opening balances
Essentials
- How to log in to your FreeAgent account
- Troubleshooting steps for problems logging in to FreeAgent
- Insights in FreeAgent
- User access levels in FreeAgent
- Recommended system requirements for using FreeAgent
- About the weekly summary email
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