Getting started
Find out how to set up your account and take your first steps with FreeAgent.
Setting up your FreeAgent account
Account setup for existing businesses
- A guide to switching to FreeAgent
- Switching from a sole trader to a limited company account if you need to change your Mettle bank account
- Adding and connecting a new Mettle bank account in FreeAgent
- Switch from a sole trader to a landlord account
- Set up a landlord account
- Enter money owed at your FreeAgent start date
First steps for new users
- Get started with FreeAgent
- Fast-track guide for sole traders for filing Making Tax Digital (MTD) for Income Tax quarterly updates
- Fast-track guide for landlords for filing Making Tax Digital (MTD) for Income Tax quarterly updates
- Get help with using FreeAgent
- Temporary limitations on new FreeAgent accounts
- The FreeAgent start date for new businesses
Opening balances
- An introduction to opening balances
- Enter opening balances for limited companies and LLPs
- Enter opening balances for sole traders, partnerships and unincorporated landlords when using accruals basis accounting
- Enter opening balances for sole traders, partnerships and unincorporated landlords when using cash basis accounting
- Import opening balances
- Edit opening balances
Accessing your FreeAgent account
Managing users
Managing your business settings
- Manage communication preferences
- Add and edit your business's details
- Add, change or delete your business's logo
- Accounting dates in FreeAgent
- Verify a sender email address
- Authorise FreeAgent to send emails from your business address