How to create an Organisation

To create a new Organisation, go to the menu and select  "+ Add an Organisation". Only account owners can create new Organisations.


Set Organisation name. Please note that Currency and Timezone will be automatically picked up from Xero / QuickBooks Online once you set up the connection.



Don't forget to save your changes.

Now, you can invite users to your new Organisation and proceed with the Xero connection.

All new Organisations are created as Trial ones and will work for 30 days. Once the trial period expired, you'll need to purchase a subscription to keep using the Organisation.

Feedback and Knowledge Base