Getting started
Setting up your account and taking your first steps with FreeAgent
First steps for new users
- Get started with FreeAgent
- Getting help with using FreeAgent
- Setting up your FreeAgent account
- Choosing the appropriate business type for a charity
- Accounting dates in FreeAgent
- Temporary limitations on new FreeAgent accounts
Account setup for existing businesses
Opening balances
Essentials
- Logging in to your FreeAgent account
- Troubleshooting steps for problems logging into FreeAgent
- An introduction to FreeAgent terminology
- Insights in FreeAgent
- User access levels in FreeAgent
- Recommended system requirements for using FreeAgent
Your business
- Add and edit your business's details
- Add, change or delete your business's logo
- Add a new user to your FreeAgent account
- Edit a user
- Verified sender emails in FreeAgent
- Find your FreeAgent subdomain