2. Getting started

A new company shows a getting-started checklist on the Admin and home pages. It has six steps, each with a link; a step is ticked automatically when it is done, and the checklist disappears when every step is complete. Click Dismiss to hide it sooner.

| Step | Where | Marked done when | |---|---|---| | Company info | Admin › Company › Company info | The company details have been saved during setup | | Connect QuickBooks | Admin › Integrations › QuickBooks | QuickBooks Online is connected | | Connect ShipStation | Admin › Integrations › ShipStation | ShipStation is connected with your own API key | | Connect card processor | Admin › Integrations › Authorize.Net or PayPal | A card processor connection exists | | Add users | Admin › Users & Security › Users | The company has more than one user | | Import items and customers | Admin › Data › Import | At least one item or customer exists |

Recommended order

1. Company info: name, address, phone, time zone, fiscal year, base currency, and logo (chapter 3).
2. Preferences: read through Sales, Inventory, Warehouse, Receiving, and Document numbering, and change what does not suit you (chapter 3).
3. Lists: item groups, units of measure, terms (note the naming rule for COD and Net terms), ship via methods, payment methods, tax codes, and locations and bins (chapter 5).
4. Roles, then users: adjust or copy roles first, then add users or send invites, and set a sign-in requirement for administrators (chapter 4).
5. QuickBooks: connect, agree the default accounts with your accountant, choose posting options, and run the first-time import (chapter 11).
6. Shipping and cards: connect ShipStation and a card processor, starting in sandbox (chapter 6).
7. Import: items, then customers and vendors, then serials (chapter 9).
8. Templates and email: adjust the invoice form, set up the sending domain and email templates (chapters 6 and 7).
9. Alerts: add a few alerts your team needs (chapter 8).
10. Web stores: connect stores last, once items and tax are right (chapter 6).

Tip: before importing or connecting a store, enter one test order end to end (quote, sales order, ship doc, payment) and check it in QuickBooks. It is much easier to adjust settings before there is a lot of data.