Getting started
Setting up your account and taking 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
VAT opening balances
Essentials
- How to log in to your FreeAgent account
- Troubleshooting steps for login problems
- 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 find your FreeAgent subdomain
- How to add a new user to your FreeAgent account
- How to view or edit an existing user in your FreeAgent account
- How to hide a user in your FreeAgent account