Starting a new business management system can feel overwhelming. But with MicroBeet, getting set up is quick and straightforward. In this guide, we'll walk you through the essential steps to get your business up and running.
Step 1: Create Your Account
Head to the registration page and enter your business details. You'll need your company name, email address, and a secure password. Choose your country to set up the correct tax and currency settings.
Step 2: Set Up Your Products
Add the products or services you sell. Include descriptions, prices, and stock levels if you track inventory. You can import products from a spreadsheet if you have many items.
Step 3: Add Your Customers
Import your customer list or add them as you go. Include contact details, billing addresses, and any special pricing or terms.
Step 4: Create Your First Invoice
Select a customer, add products, and send your first invoice. You can customize the template with your logo and brand colors.
Step 5: Connect Your Bank
Link your bank account to automatically import transactions. This makes reconciliation quick and keeps your books accurate.
Next Steps
Once you're comfortable with the basics, explore features like recurring invoices, expense tracking, and financial reports. Our support team is here to help if you need guidance.
