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Features
Meet FreeAgent
Overview
Dashboard
Business Insights from Radar
Mobile apps
Security
Customer stories
Nail your admin
Estimates
Invoicing
Expenses
Banking
Projects
Time Tracking
Relax about tax
Sales tax
Pricing
Pricing plans
Resources
Product help & support
Knowledge Base
Getting started with FreeAgent
Contact us
Latest news
Blog
Small business resources
Guides for running your business
Events and webinars
Accounting glossary
Login
Try FreeAgent
Knowledge Base
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Frequently Asked Questions
FreeAgent
Getting started
Getting started
Setting up your account and taking your first steps with FreeAgent
Setting up your FreeAgent account
Setting up your FreeAgent account
Choosing the appropriate business type for a charity
Accessing your FreeAgent account
Logging in to your FreeAgent account
Troubleshooting steps for problems logging into FreeAgent
Giving FreeAgent’s support team access to your account
First steps for new users
Get started with FreeAgent
Getting help with using FreeAgent
Accounting dates in FreeAgent
Temporary limitations on new FreeAgent accounts
The FreeAgent start date for new businesses
Account setup for existing businesses
Switching to FreeAgent from another software
Enter money owed at your FreeAgent start date
What the FreeAgent start date means for existing businesses
Opening balances
An introduction to opening balances
Enter your opening balances
Import your opening balances
Edit your opening balances
Managing users
Add a new user to your FreeAgent account
Edit a user
Hide a user in your FreeAgent account
Delete a user
User access levels in FreeAgent
Essentials
An introduction to FreeAgent terminology
Find your FreeAgent subdomain
Insights in FreeAgent
Recommended system requirements for using FreeAgent
About the weekly summary email
Searching in your FreeAgent account
Managing your business settings
Add and edit your business's details
Add, change or delete your business's logo
Verify a sender email address
Authorise FreeAgent to send emails from your business address
Changing your accounting year-end date
Radar
About FreeAgent’s Radar feature
Access your Admin-To-Do List
Manage your Admin-To-Do List notifications
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