Getting Started
In this section you will find various documents giving you step-by-step instructions on performing various tasks on the setting up of your SortMyBooksOnline accounts. If there is anything missing that you would like to see, just let us know and we can create it.
- How to Connect Plaid to SortMyBooks for Live Bank Feeds
- Getting Started in Business - A Revenue Guide
- Users Permissions and Sharing a Company File
- Book-keeping Tasks
- SortMyBooks For Auctioneers
- Setting Up Your SortMyBooks Free Trial
- Autoentry - Use our Link to get 50% off for 6 months
- Getting Started on SortMyBooks
- Bookkeeping Differences Between Sole Trader and Limited Company
- Detailed Lesson on Company Settings
- Disposal of Fixed Asset
- How to enter customer and supplier opening balances
- Links to Revenue Guides for Small Businesses including VAT
- How to add Fixed Asset Class and post Journals to Asset Class
- How to enter opening balances when starting SortMyBooks Online
- How to import Sales and Purchase invoices into SortMyBooks Online
- How to set up a business loan
- How to Input Journals
- How to add new Nominals, change the Chart of Accounts
- How to Add Stock Opening Balance and Stock Take Values
- How To upload your Company Logo
- Share Capital
- Fixed Assets
- SortMyBooks Online Startup tasks