Set your accounting dates and opening balances

Ensuring that you set your business’s accounting dates and opening balances correctly will allow you to start using FreeAgent’s powerful features straight away.

Why do I need to set accounting dates and opening balances?

Spending a little time getting set up correctly now will save you effort in the long run. It’s all about making sure that FreeAgent knows your tax deadlines and has accurate data about your business from the start.

  • Providing this information helps FreeAgent to understand your business
  • FreeAgent will know your tax deadlines
  • You’ll benefit from powerful features like Cashflow, Guess and the Tax Timeline immediately
Next: Import your bank transactions

Switching to FreeAgent webinar

Let our Chief Accountant, Emily Coltman FCA, guide you through the process of switching to FreeAgent, one step at a time.

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Looking for an accountant or bookkeeper?

Search our directory of FreeAgent accountants and bookkeepers to find the right partner for you.

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Help and support

We know that getting to grips with new software can be confusing but don’t worry, we’ve always got your back.

Knowledge Base

A help centre at your fingertips, with hundreds of useful resources designed to help you get the most out of FreeAgent.

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In-app help

Just click the on-screen ‘Help’ button, ask a question and we'll find the answer for you.

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Book a call

Once you’ve completed your switch, our support team can get you started with a 20-minute introduction to FreeAgent.

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Want to find out more about how FreeAgent can help you manage your small business finances?

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