Home shows a Start here card for a new company, with a How to link beside each step.
- Record an expense and attach its receipt. If you paid with your own money, set Who paid to You, personally.
- Import your company's bank transactions from a statement.
- Categorise each bank line and confirm the proposed categories. A proposal is not a confirmed decision.
- Match company-paid expenses to the bank lines that paid them. Personally paid expenses go on the director's loan ledger instead.
- Open your VAT return for the quarter and check what still needs attention.